We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
626
Cozad Asset Management
Illinois
$547K -$74.1K -2,327 -12%
MCM
627
Mendel Capital Management
Arkansas
$543K +$558K +17,538 New
FFS
628
Flavin Financial Services
Florida
$541K +$43.7K +1,374 +9%
PWM
629
Parkshore Wealth Management
California
$534K -$63.4K -1,992 -10%
SWM
630
Selective Wealth Management
Virginia
$534K +$92K +2,888 +22%
LFAS
631
Level Four Advisory Services
Texas
$532K +$25K +786 +5%
HT
632
Heritage Trust
Oklahoma
$529K – – –
CA
633
Continuum Advisory
Idaho
$525K +$16K +503 +3%
FCU
634
Financial Concepts Unlimited
Maine
$525K +$540K +16,961 New
PPWM
635
Perissos Private Wealth Management
Oklahoma
$523K +$287 +9 +0.1%
PI
636
PFG Investments
New York
$522K -$125K -3,912 -19%
MWA
637
Motive Wealth Advisors
Michigan
$522K -$4.2K -132 -0.8%
MS
638
Madden Securities
Texas
$522K -$6.97K -219 -1%
CA
639
CWC Advisors
Oregon
$521K -$50.4K -1,582 -9%
FRA
640
Front Row Advisors
California
$517K – – –
IPWA
641
International Private Wealth Advisors
California
$516K – – –
CWM
642
Castle Wealth Management
Florida
$510K – – –
GCA
643
Genesee Capital Advisors
New York
$508K +$1.3K +41 +0.3%
RZH
644
Relyea Zuckerberg Hanson
Connecticut
$504K – – –
PB
645
Pinnacle Bancorp
Nebraska
$499K -$12.7K -399 -2%
GWM
646
GDS Wealth Management
Texas
$496K +$510K +16,006 New
EP
647
Essential Partners
California
$484K +$923 +29 +0.2%
CIS
648
Continental Investors Services
Washington
$481K -$1.56K -49 -0.4%
HAG
649
HighPoint Advisor Group
Illinois
$477K -$6.37K -200 -1%
MCA
650
Millennium Capital Advisors
Arkansas
$471K – – –
24 25
26
27 28