We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
626
Ascension Capital Advisors
Texas
$245K
HIC
627
Hartline Investment Corp
Illinois
$244K -$23.7K -1,050 -9%
William Blair & Company
628
William Blair & Company
Illinois
$243K +$199K +8,832 +616%
PIA
629
Pinion Investment Advisors
Kansas
$240K -$66.7K -2,958 -23%
AA
630
Ancora Advisors
Ohio
$238K
MCCP
631
Mission Creek Capital Partners
California
$237K
TBWA
632
Three Bridge Wealth Advisors
California
$236K -$9.87K -438 -4%
RIA
633
Regal Investment Advisors
Michigan
$235K +$224K +9,936 New
LWM
634
Ledge Wealth Management
Minnesota
$232K +$9.8K +435 +5%
Bank of Montreal
635
Bank of Montreal
Ontario, Canada
$230K -$12.3K -546 -5%
CT
636
Caldwell Trust
Florida
$228K
OIA
637
Optimum Investment Advisors
Illinois
$226K +$6.36K +282 +3%
CSIC
638
Clifford Swan Investment Counsel
California
$223K +$3.79K +168 +2%
MA
639
MONECO Advisors
Connecticut
$222K -$13.3K -588 -6%
Citadel Advisors
640
Citadel Advisors
Florida
$222K -$1.57M -69,585 -88%
AR
641
Apeiron RIA
Texas
$221K +$2.16K +96 +1%
TW
642
TrinityPoint Wealth
Connecticut
$219K +$68 +3 +0%
AC
643
AWM Capital
Arizona
$219K
KeyBank National Association
644
KeyBank National Association
Ohio
$219K +$208K +9,246 New
GWM
645
Gray Wealth Management
Maine
$218K
FNBOMD
646
First National Bank of Mount Dora
Florida
$213K -$2.03K -90 -1%
HCM
647
Hengehold Capital Management
Ohio
$210K -$270 -12 -0.1%
RWM
648
Ritholtz Wealth Management
New York
$209K +$199K +8,826 New
SCP
649
Stevens Capital Partners
Nebraska
$206K +$196K +8,718 New
HI
650
Human Investing
Oregon
$204K +$195K +8,634 New