We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
626
Larson Financial Group
Missouri
$14K -$1.25K -60 -9%
JFA
627
JNBA Financial Advisors
Minnesota
$14K – – –
BSSFA
628
Baron Silver Stevens Financial Advisors
Florida
$14K +$13K +621 New
BFG
629
Baron Financial Group
New Jersey
$13.6K – – –
CG
630
Cutler Group
California
$13K -$31.3K -1,500 -72%
OIM
631
Oder Investment Management
California
$13K +$12.2K +585 New
GT
632
Glenmede Trust
Pennsylvania
$12K – – –
AF
633
Allworth Financial
California
$11K +$2.25K +108 +28%
FMP
634
Financial Management Professionals
Texas
$11K +$7.88K +378 +341%
GI
635
Gradient Investments
Minnesota
$10K – – –
CAAS
636
Capital Asset Advisory Services
Michigan
$9K +$8.26K +396 New
HCM
637
Horrell Capital Management
Arkansas
$8K – – –
WEC
638
Winslow Evans & Crocker
Massachusetts
$7K – – –
SIAG
639
Safeguard Investment Advisory Group
California
$7K +$6.88K +330 New
EK
640
Evensky & Katz
Florida
$6K -$1K -48 -16%
1IA
641
1834 Investment Advisors
Wisconsin
$6K – – –
BAM
642
Bellevue Asset Management
Washington
$5K – – –
BWA
643
Burt Wealth Advisors
Maryland
$5K – – –
GI
644
GS Investments
Minnesota
$5K +$4.32K +207 New
TFM
645
TFC Financial Management
Massachusetts
$2K -$1.56K -75 -50%
PWM
646
Provident Wealth Management
Tennessee
$2K -$375 -18 -15%
DI
647
Disciplined Investments
Oklahoma
$2K – – –
GWS
648
Glassman Wealth Services
Virginia
$2K – – –
FWM
649
Focused Wealth Management
New York
$2K +$1.44K +69 New
WFA
650
West Financial Advisors
Iowa
$2K +$1.88K +90 New
24 25
26
27 28