We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
1IA
576
1834 Investment Advisors
Wisconsin
$5K – – –
IA
577
Independence Advisors
Pennsylvania
$5K – – –
FHA
578
Flagship Harbor Advisors
Massachusetts
$4K -$5.28K -285 -53%
BAM
579
Bellevue Asset Management
Washington
$4K -$56 -3 -1%
BWA
580
Burt Wealth Advisors
Maryland
$4K – – –
TFM
581
TFC Financial Management
Massachusetts
$3K +$2.78K +150 New
PWM
582
Provident Wealth Management
Tennessee
$2K -$2.01M -108,738 -100%
FMP
583
Financial Management Professionals
Texas
$2K – – –
GWS
584
Glassman Wealth Services
Virginia
$2K – – –
TCOV
585
Trust Company of Vermont
Vermont
$2K – – –
SFSG
586
Stearns Financial Services Group
North Carolina
$2K +$56 +3 +3%
SIS
587
Sound Income Strategies
Florida
$2K +$611 +33 +52%
DI
588
Disciplined Investments
Oklahoma
$1K – – –
WAS
589
Winch Advisory Services
Wisconsin
$1K +$1.06K +57 New
CCFM
590
Clear Creek Financial Management
Washington
– -$12.2M -694,236 Closed
Fiera Capital (Canada)
591
Fiera Capital (Canada)
Quebec, Canada
– -$12.1M -688,326 Closed
BCA
592
Biltmore Capital Advisors
New Jersey
– -$8.31M -473,844 Closed
SWRP
593
Summit Wealth & Retirement Planning
California
– -$7.34M -418,395 Closed
WAS
594
Wealth Advisory Solutions
Indiana
– -$3.12M -178,008 Closed
ACM
595
AlphaStar Capital Management
North Carolina
– -$2.75M -152,139 Closed
IDA
596
Intelligence Driven Advisers
California
– -$2.18M -124,200 Closed
CWS
597
Cypress Wealth Services
California
– -$538K -29,019 Closed
GIA
598
Gladstone Institutional Advisory
Florida
– -$426K -24,306 Closed
SG
599
StoneX Group
New York
– -$363K -20,679 Closed
Deutsche Bank
600
Deutsche Bank
Germany
– -$322K -18,366 Closed