We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ODIJL
601
One Day In July LLC
Vermont
$245K
PG
602
Patten Group
Tennessee
$243K -$1.96K -78 -0.8%
RFA
603
Resurgent Financial Advisors
Georgia
$242K +$30.2K +1,203 +14%
SCA
604
STALEY CAPITAL ADVISERS
Pennsylvania
$241K +$75 +3 +0%
CW
605
CreativeOne Wealth
Kansas
$240K +$238K +9,510 New
CAP
606
Columbia Advisory Partners
Washington
$236K
MCCP
607
Mission Creek Capital Partners
California
$235K
CSIC
608
Clifford Swan Investment Counsel
California
$235K +$4.51K +180 +2%
HI
609
Human Investing
Oregon
$234K +$232K +9,258 New
RPGK
610
Retirement Planning Group (Kansas)
Kansas
$233K +$22.1K +882 +11%
BWM
611
BNC Wealth Management
Oregon
$231K
SI
612
Stephens Inc
Arkansas
$231K +$5.04K +201 +2%
BlackRock
613
BlackRock
New York
$229K -$40.4K -1,611 -15%
FNBOMD
614
First National Bank of Mount Dora
Florida
$228K
WIA
615
World Investment Advisors
California
$226K -$848K -33,822 -79%
KLI
616
Kelman-Lazarov Inc
Tennessee
$224K
Rockefeller Capital Management
617
Rockefeller Capital Management
New York
$223K +$9.4K +375 +4%
OIA
618
Optimum Investment Advisors
Illinois
$221K +$4.29K +171 +2%
GC
619
Gratus Capital
Georgia
$218K +$752 +30 +0.3%
CIP
620
Capital Insight Partners
Arizona
$216K +$5.04K +201 +2%
BAM
621
Barrett Asset Management
New York
$215K +$22.6K +900 +12%
FSWA
622
Financial Synergies Wealth Advisors
Texas
$213K +$752 +30 +0.4%
IWC
623
Integrated Wealth Concepts
Massachusetts
$212K -$1.86M -74,199 -90%
KPCM
624
Kings Point Capital Management
New York
$210K -$6.99K -279 -3%
CIBC Private Wealth Group
625
CIBC Private Wealth Group
Georgia
$209K -$137K -5,466 -40%