We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
501
Wedmont Private Capital
Pennsylvania
$737K +$167 +6 +0%
S
502
Sachetta
Massachusetts
$735K -$29.7K -1,068 -4%
SCM
503
SOL Capital Management
Maryland
$733K -$3.06K -110 -0.4%
AAG
504
Armstrong Advisory Group
Massachusetts
$733K – – –
FAG
505
Fortitude Advisory Group
Washington
$728K +$3.54K +127 +0.4%
GFA
506
Gallagher Fiduciary Advisors
Illinois
$728K +$18.5K +666 +2%
RMF
507
Red Mountain Financial
Colorado
$706K -$7.07K -254 -0.9%
WI
508
Westbourne Investments
Virginia
$706K -$8.08K -290 -1%
OBWG
509
Onyx Bridge Wealth Group
New York
$701K -$90.1K -3,234 -11%
EFM
510
Eley Financial Management
Vermont
$701K +$4.37K +157 +0.6%
NL
511
NWAM LLC
Washington
$699K +$35.4K +1,270 +5%
MA
512
MCF Advisors
Kentucky
$697K -$213K -7,638 -22%
YIA
513
YHB Investment Advisors
Connecticut
$695K +$7.66K +275 +1%
CW
514
Cooksen Wealth
Texas
$690K -$377K -13,550 -62%
AGWCA
515
Annis Gardner Whiting Capital Advisors
Florida
$689K +$62.7K +2,250 +9%
TAM
516
Townsend Asset Management
North Carolina
$688K +$1.06K +38 +0.1%
GG
517
Greenwood Gearhart
Arkansas
$688K -$342K -12,281 -32%
WPW
518
Watershed Private Wealth
Illinois
$687K – – –
BL
519
BCWM LLC
Kansas
$684K +$9.25K +332 +1%
PAM
520
Pegasus Asset Management
New York
$678K +$53.9K +1,936 +8%
SIC
521
Sigma Investment Counselors
Michigan
$677K -$417K -14,988 -37%
PA
522
Planning Alternatives
Michigan
$668K -$4.65K -167 -0.7%
JCFM
523
JBR Co Financial Management
Oklahoma
$667K +$9.61K +345 +1%
SAG
524
SageView Advisory Group
California
$666K -$37.6K -1,349 -5%
TPCW
525
TD Private Client Wealth
New York
$661K +$41.4K +1,488 +6%
19 20
21
22 23