We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
626
Compass Ion Advisors
Pennsylvania
$647K -$16.7K -484 -3%
VC
627
Vicus Capital
Pennsylvania
$642K -$118K -3,417 -16%
PFPG
628
Pinnacle Financial Partners (Georgia)
Georgia
$633K -$140K -4,077 -19%
PPWM
629
Perissos Private Wealth Management
Oklahoma
$631K +$7.26K +211 +1%
CA
630
CWC Advisors
Oregon
$629K +$7.47K +217 +1%
CA
631
Continuum Advisory
Idaho
$628K +$2.62K +76 +0.4%
FCU
632
Financial Concepts Unlimited
Maine
$627K +$1.93K +56 +0.3%
MCM
633
Mendel Capital Management
Arkansas
$622K -$22.6K -658 -4%
PI
634
PFG Investments
New York
$622K +$69 +2 +0%
MWA
635
Motive Wealth Advisors
Michigan
$621K – – –
MS
636
Madden Securities
Texas
$621K – – –
PCM
637
Park Capital Management
Wisconsin
$619K -$44.6K -1,297 -7%
IPWA
638
International Private Wealth Advisors
California
$614K – – –
FRA
639
Front Row Advisors
California
$611K +$9.81K +285 +2%
CWM
640
Castle Wealth Management
Florida
$608K – – –
CIA
641
Concurrent Investment Advisors
Florida
$601K +$63.1K +1,833 +13%
RZH
642
Relyea Zuckerberg Hanson
Connecticut
$600K – – –
LWM
643
Lodestone Wealth Management
Washington
$590K +$295K +8,563 +115%
GWM
644
GDS Wealth Management
Texas
$590K – – –
PB
645
Pinnacle Bancorp
Nebraska
$589K -$4.89K -142 -0.9%
KAS
646
KPP Advisory Services
Kentucky
$583K -$129K -3,755 -19%
EP
647
Essential Partners
California
$578K +$1.21K +35 +0.2%
HT
648
Heritage Trust
Oklahoma
$577K -$50K -1,454 -9%
EFH
649
Eaton Financial Holdings
Florida
$570K +$132K +3,837 +33%
VF
650
Vestment Financial
Minnesota
$565K -$36.5K -1,061 -6%
24 25
26
27 28