We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
601
Ascension Capital Advisors
Texas
$216K – – –
Fifth Third Bancorp
602
Fifth Third Bancorp
Ohio
$216K – – –
BJL
603
Brighton Jones LLC
Washington
$215K +$237K +10,260 New
LWM
604
Ledge Wealth Management
Minnesota
$210K -$250K -10,848 -52%
OCM
605
Osterweis Capital Management
California
$208K – – –
BWP
606
BSW Wealth Partners
Colorado
$202K -$6.23K -270 -3%
ODIJL
607
One Day In July LLC
Vermont
$202K – – –
CT
608
Caldwell Trust
Florida
$202K +$66.8K +2,895 +43%
OIA
609
Optimum Investment Advisors
Illinois
$186K +$4.01K +174 +2%
GIA
610
GHP Investment Advisors
Colorado
$185K -$29.4K -1,272 -13%
FM
611
Family Management
New York
$165K – – –
US Bancorp
612
US Bancorp
Minnesota
$157K -$6.3K -273 -4%
NG
613
NWK Group
California
$156K – – –
RDFA
614
Ritter Daniher Financial Advisory
Ohio
$144K – – –
SSB
615
Sandy Spring Bank
Maryland
$142K +$485 +21 +0.3%
AW
616
Avion Wealth
Texas
$141K +$146K +6,333 +1,611%
DWP
617
Destiny Wealth Partners
Florida
$140K -$73.9K -3,201 -32%
CFD
618
Creative Financial Designs
Indiana
$135K +$57.2K +2,478 +62%
OSAM
619
O'Shaughnessy Asset Management
Connecticut
$126K -$32.3K -1,401 -19%
PR
620
Payden & Rygel
California
$123K -$5.5M -238,359 -98%
DSC
621
Duncker Streett & Co
Missouri
$123K -$46.6K -2,019 -26%
NIC
622
Northwest Investment Counselors
Oregon
$123K -$6.58K -285 -5%
LFG
623
Larson Financial Group
Missouri
$122K +$17.2K +744 +15%
CIM
624
Contravisory Investment Management
Massachusetts
$121K +$13.7K +594 +11%
FHA
625
First Horizon Advisors
Tennessee
$121K +$79.7K +3,453 +145%