We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
551
SIMA Wealth Partners
Virginia
$900K -$11.4K -330 -1%
GCA
552
Genesee Capital Advisors
New York
$899K +$274K +7,948 +48%
AOWM
553
Asset One Wealth Management
Washington
$893K +$105K +3,049 +14%
SIM
554
Sims Investment Management
Ohio
$892K – – –
SIC
555
Sigma Investment Counselors
Michigan
$889K -$27.1K -786 -3%
EFM
556
Eley Financial Management
Vermont
$888K -$12.4K -360 -1%
SAG
557
SageView Advisory Group
California
$886K +$3.96K +115 +0.5%
HI
558
Hendershot Investments
Virginia
$873K -$18.2K -528 -2%
CHA
559
Cooper/Haims Advisors
New York
$868K -$344 -10 -0%
MCCP
560
Mission Creek Capital Partners
California
$866K +$117K +3,409 +15%
MCA
561
Midwest Capital Advisors
Michigan
$865K +$1.21K +35 +0.1%
EFG
562
Everest Financial Group
Minnesota
$863K +$2K +58 +0.2%
BWL
563
Bogart Wealth LLC
Virginia
$861K +$103 +3 +0%
WI
564
Westbourne Investments
Virginia
$861K -$33.7K -980 -4%
SWA
565
Stratos Wealth Advisors
Ohio
$852K +$14.1K +410 +2%
WBCM
566
Wilson & Boucher Capital Management
California
$851K +$44.7K +1,300 +6%
CCWA
567
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$850K -$1.27M -36,814 -61%
NA
568
Nautilus Advisors
California
$850K – – –
FC
569
Financial Consulate
Maryland
$850K +$2.17K +63 +0.3%
BIA
570
Bigelow Investment Advisors
Maine
$847K -$88.6K -2,574 -10%
CG
571
Caprock Group
Idaho
$846K +$103K +2,988 +15%
CWA
572
Carolina Wealth Advisors
South Carolina
$845K -$47.7K -1,387 -6%
GB
573
Goepper Burkhardt
South Carolina
$843K -$73.5K -2,136 -9%
MA
574
Modus Advisors
Minnesota
$838K -$20.8K -605 -3%
EWM
575
Evermay Wealth Management
Virginia
$835K -$63.1K -1,832 -7%
21 22
23
24 25