We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
551
Simon Quick Advisors
New Jersey
$572K -$352K -13,812 -40%
GC
552
Grimes & Company
Massachusetts
$569K -$6.73K -264 -1%
MS
553
Madden Securities
Texas
$567K -$53K -2,079 -9%
FRA
554
Front Row Advisors
California
$567K +$36K +1,410 +7%
William Blair & Company
555
William Blair & Company
Illinois
$564K +$142K +5,580 +37%
OPWM
556
Oakwell Private Wealth Management
Texas
$554K -$230 -9 -0%
Focus Partners Wealth
557
Focus Partners Wealth
Massachusetts
$553K -$125K -4,887 -19%
CNFG
558
Creegan & Nassoura Financial Group
New Hampshire
$552K
HIF
559
Hill Island Financial
Michigan
$552K
HI
560
Hendershot Investments
Virginia
$549K +$6.2K +243 +1%
BI
561
Berkeley Inc
Idaho
$547K -$18.8K -738 -4%
GAM
562
Garrison Asset Management
Arkansas
$542K -$765 -30 -0.1%
SCM
563
Stordahl Capital Management
Colorado
$538K
FPAS
564
Focus Partners Advisor Solutions
Missouri
$533K +$55.7K +2,184 +13%
WSWA
565
Warren Street Wealth Advisors
California
$533K -$2.07K -81 -0.4%
TCM
566
Twele Capital Management
Minnesota
$517K -$4.97K -195 -1%
LFP
567
Leeward Financial Partners
Washington
$509K -$2.14K -84 -0.4%
WDL
568
Well Done LLC
Michigan
$505K
APW
569
Aurora Private Wealth
New Jersey
$504K -$25.1K -984 -5%
BF
570
Brogan Financial
Tennessee
$504K +$16.5K +648 +4%
HTC
571
Haverford Trust Company
Pennsylvania
$503K
MCM
572
Mitchell Capital Management
Kansas
$497K -$4.67K -183 -1%
DBRC
573
D.B. Root & Company
Pennsylvania
$496K +$53.4K +2,094 +13%
SIMC
574
Squire Investment Management Company
Utah
$489K +$55.7K +2,184 +14%
APSI
575
Asset Planning Services Inc
Louisiana
$487K -$32.1K -1,260 -7%