We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
551
Williams Financial
Vermont
$293K +$1.31K +57 +0.4%
CF
552
Centaurus Financial
California
$288K -$830K -35,964 -72%
PIA
553
Pinion Investment Advisors
Kansas
$288K -$14.3K -618 -4%
ZIM
554
Zacks Investment Management
Illinois
$288K +$3.88K +168 +1%
CFO
555
CVA Family Office
Colorado
$287K +$208 +9 +0.1%
PIM
556
Penobscot Investment Management
Massachusetts
$286K -$20.4K -885 -6%
HIM
557
Harbour Investment Management
Washington
$286K +$6.92K +300 +2%
WAM
558
WNY Asset Management
New York
$285K -$100K -4,353 -24%
DWM
559
Doyle Wealth Management
Florida
$283K +$312K +13,515 New
PAM
560
Peak Asset Management
Colorado
$280K – – –
PFPT
561
Pinnacle Financial Partners (Tennessee)
Tennessee
$280K +$1.04K +45 +0.3%
CP
562
Capital Planning
Washington
$280K +$28.5K +1,236 +10%
GG
563
Greenwood Gearhart
Arkansas
$277K +$21.3K +924 +7%
FRA
564
Frank Rimerman Advisors
California
$275K – – –
5L
565
55I LLC
Massachusetts
$272K -$37.7K -1,635 -11%
SCA
566
Stillwater Capital Advisors
Pennsylvania
$270K – – –
G
567
Gainplan
Michigan
$267K -$11.1K -480 -4%
EWM
568
Elmwood Wealth Management
California
$263K – – –
UB
569
UMB Bank
Missouri
$263K – – –
RFC
570
Regions Financial Corp
Alabama
$263K +$12.7K +552 +5%
RWM
571
Reston Wealth Management
Virginia
$262K -$21.4K -927 -7%
KWS
572
Keystone Wealth Services
California
$260K -$169K -7,308 -37%
GWAM
573
Guardian Wealth Advisors (Minnesota)
Minnesota
$259K -$4.64K -201 -2%
AWM
574
AE Wealth Management
Kansas
$258K -$2.32M -100,422 -89%
TBWA
575
Three Bridge Wealth Advisors
California
$258K +$277 +12 +0.1%
21 22
23
24 25