We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
601
Tatro Capital
Kentucky
-$856K -42,687 Closed
NC
602
NovaPoint Capital
Georgia
-$817K -40,734 Closed
TW
603
Transform Wealth
Colorado
-$795K -39,648 Closed
CGFA
604
Colton Groome Financial Advisors
North Carolina
-$729K -36,375 Closed
CIBC Private Wealth Group
605
CIBC Private Wealth Group
Georgia
-$608K -30,330 Closed
JWCA
606
J.W. Cole Advisors
Florida
-$512K -25,518 Closed
EWM
607
Empirical Wealth Management
Washington
-$497K -24,771 Closed
MFG
608
MidWestOne Financial Group
Iowa
-$478K -23,883 Closed
SAM
609
SignalPoint Asset Management
Missouri
-$449K -22,398 Closed
ZIM
610
Zacks Investment Management
Illinois
-$441K -22,020 Closed
CRWM
611
Castle Rock Wealth Management
California
-$447K -21,852 Closed
DFG
612
DWM Financial Group
Illinois
-$415K -20,700 Closed
BFG
613
Bouchey Financial Group
New York
-$362K -18,045 Closed
SC
614
Slow Capital
California
-$359K -17,901 Closed
CA
615
Continuum Advisory
Idaho
-$340K -16,959 Closed
SW
616
SteelPeak Wealth
California
-$338K -16,848 Closed
MCWS
617
McKinley Carter Wealth Services
West Virginia
-$330K -16,473 Closed
CIA
618
Capital Investment Advisors
Georgia
-$325K -16,197 Closed
PFA
619
Pathway Financial Advisors
Vermont
-$317K -15,468 Closed
CRC
620
Curi RMB Capital
Illinois
-$307K -15,294 Closed
BFPW
621
BOK Financial Private Wealth
Colorado
-$298K -14,871 Closed
MPW
622
MA Private Wealth
California
-$287K -14,313 Closed
NF
623
Nikulski Financial
Iowa
-$282K -14,010 Closed
SWPG
624
Strategic Wealth Partners Group
Illinois
-$269K -13,401 Closed
LA
625
LexAurum Advisors
Kansas
-$261K -13,038 Closed