We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
576
Frontier Wealth Management
Missouri
$218K -$2.33K -90 -1%
PCM
577
Palouse Capital Management
Washington
$213K -$2.33K -90 -1%
RDFA
578
Ritter Daniher Financial Advisory
Ohio
$210K – – –
MIP
579
Marietta Investment Partners
Wisconsin
$209K +$207K +8,010 New
MCP
580
Mirador Capital Partners
California
$208K +$206K +7,983 New
HFA
581
Hoover Financial Advisors
Pennsylvania
$207K -$620 -24 -0.3%
FMN
582
Financial Management Network
California
$207K +$542 +21 +0.3%
T
583
TRUADVICE
Florida
$207K +$207K +8,028 New
FM
584
Family Management
New York
$206K – – –
VBFP
585
Valtinson Bruner Financial Planning
Minnesota
$206K +$1.55K +60 +0.8%
SCA
586
Snowden Capital Advisors
New York
$206K +$204K +7,881 New
DSC
587
Duncker Streett & Co
Missouri
$205K -$163K -6,330 -45%
Bank of Montreal
588
Bank of Montreal
Ontario, Canada
$203K +$41.1K +1,590 +26%
RW
589
REDW Wealth
New Mexico
$203K +$201K +7,791 New
CWS
590
Cypress Wealth Services
California
$201K -$691K -26,748 -78%
Barclays
591
Barclays
United Kingdom
$200K +$198K +7,659 New
OIA
592
Optimum Investment Advisors
Illinois
$185K +$2.79K +108 +2%
BAM
593
Barrett Asset Management
New York
$179K – – –
CT
594
Caldwell Trust
Florida
$176K – – –
CFGS
595
Concourse Financial Group Securities
Alabama
$175K +$36.7K +1,419 +27%
MA
596
MCF Advisors
Kentucky
$168K -$4.8K -186 -3%
CFA
597
Carroll Financial Associates
North Carolina
$165K – – –
CAL
598
Capital Advisors Ltd
Ohio
$149K – – –
RFA
599
Reilly Financial Advisors
California
$148K -$24.2K -936 -14%
LWANC
600
Laurel Wealth Advisors (North Carolina)
North Carolina
$145K – – –