We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
576
Carson Wealth (CWM LLC)
Nebraska
$24K
JP Morgan Chase
577
JP Morgan Chase
New York
$24K
SIAP
578
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K
BWA
579
BDO Wealth Advisors
Florida
$23K
EWM
580
EPG Wealth Management
Georgia
$22K +$21.2K +1,095 New
MIM
581
Macroview Investment Management
Maryland
$21K +$5.58K +288 +38%
EI
582
Ellevest Inc
New York
$20K
QCMC
583
Quantum Capital Management (California)
California
$20K
PO
584
Private Ocean
California
$18K
ME
585
McIlrath & Eck
Washington
$18K +$2.96K +153 +20%
PMFA
586
Plante Moran Financial Advisors
Michigan
$17K -$21.8K -1,128 -57%
LFG
587
LifePlan Financial Group
Ohio
$16K +$58 +3 +0.4%
NSIM
588
North Star Investment Management
Illinois
$14K -$2.03K -105 -13%
AWM
589
AllSquare Wealth Management
New York
$14K
BWP
590
Baldwin Wealth Partners
Massachusetts
$14K
ACA
591
Aptus Capital Advisors
Alabama
$14K +$13.8K +714 New
HCA
592
Horan Capital Advisors
Ohio
$13K
PA
593
PSI Advisors
Florida
$13K +$12.8K +660 New
SIS
594
Sound Income Strategies
Florida
$11K +$10.5K +543 New
GT
595
Glenmede Trust
Pennsylvania
$10K -$80.4K -4,152 -88%
TF
596
TimeScale Financial
Massachusetts
$10K
TL
597
TrueWealth LLC
Georgia
$10K
EK
598
Evensky & Katz
Florida
$9K -$325K -16,782 -97%
1IA
599
1834 Investment Advisors
Wisconsin
$8K
CIAS
600
CBIZ Investment Advisory Services
Ohio
$8K