We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
601
Mendel Capital Management
Arkansas
$505K +$10.1K +353 +2%
SPL
602
Smart Portfolios LLC
Washington
$504K +$855 +30 +0.2%
LFAS
603
Level Four Advisory Services
Texas
$503K -$789K -27,690 -60%
OPWM
604
Oakwell Private Wealth Management
Texas
$501K -$27.9K -978 -5%
PI
605
Pachira Investments
California
$498K +$2.11K +74 +0.4%
Fisher Asset Management
606
Fisher Asset Management
Washington
$496K +$510K +17,911 New
EFA
607
Evernest Financial Advisors
Indiana
$487K +$2.05K +72 +0.4%
P
608
&Partners
Tennessee
$484K +$56.4K +1,979 +13%
William Blair & Company
609
William Blair & Company
Illinois
$484K +$41K +1,438 +9%
WAM
610
Worth Asset Management
Texas
$483K +$497K +17,441 New
WCF
611
West Coast Financial
California
$482K
GJIA
612
Glass Jacobson Investment Advisors
Maryland
$481K -$1.23K -43 -0.2%
HT
613
Heritage Trust
Oklahoma
$474K +$487K +17,100 New
FC
614
FCA Corp
Texas
$467K -$3.85K -135 -0.8%
PPWM
615
Perissos Private Wealth Management
Oklahoma
$466K +$456 +16 +0.1%
SWP
616
Stratos Wealth Partners
Ohio
$465K +$478K +16,781 New
BAM
617
Belpointe Asset Management
Nevada
$465K +$162K +5,696 New
CWM
618
Castle Wealth Management
Florida
$464K -$2.85K -100 -0.6%
SA
619
Sanctuary Advisors
Indiana
$463K -$1M -35,163 -69%
IPWA
620
International Private Wealth Advisors
California
$462K
PCM
621
Park Capital Management
Wisconsin
$460K +$473K +16,607 New
Northern Trust
622
Northern Trust
Illinois
$456K +$257K +9,015 +121%
HNB
623
Huntington National Bank
Ohio
$455K
PTC
624
Private Trust Company
Ohio
$454K -$7.09K -249 -1%
SAM
625
Sherman Asset Management
California
$453K +$466K +16,362 New