We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
651
Private Trust Company
Ohio
$557K – – –
HAG
652
HighPoint Advisor Group
Illinois
$557K -$10.7K -310 -2%
PWM
653
Parkshore Wealth Management
California
$555K -$75.9K -2,205 -13%
AF
654
Amara Financial
California
$555K +$1.51K +44 +0.3%
BAM
655
Bosun Asset Management
Illinois
$553K – – –
LCM
656
Liberty Capital Management
Michigan
$549K +$513K +14,900 New
MCA
657
Millennium Capital Advisors
Arkansas
$537K -$22.3K -649 -4%
SC
658
Scotia Capital
Ontario, Canada
$537K +$15.5K +450 +3%
AL
659
Aspiriant LLC
California
$534K +$14.1K +409 +3%
RWM
660
Ritholtz Wealth Management
New York
$527K – – –
WCP
661
Wealthcare Capital Partners
Pennsylvania
$522K +$487K +14,149 New
SWM
662
Selective Wealth Management
Virginia
$519K -$40.6K -1,179 -7%
PMSA
663
Patrick M. Sweeney & Associates
Illinois
$518K +$37.9K +1,100 +8%
GBWM
664
Granite Bay Wealth Management
New Hampshire
$518K +$483K +14,046 New
SWM
665
Spire Wealth Management
Virginia
$512K -$1.07K -31 -0.2%
RWM
666
Raffa Wealth Management
District of Columbia
$510K +$1.41K +41 +0.3%
BFG
667
Berger Financial Group
Minnesota
$507K -$4.03K -117 -0.8%
WF
668
Whelan Financial
California
$507K -$30.9K -897 -6%
BCA
669
Bay Colony Advisors
Massachusetts
$503K -$43.7K -1,271 -9%
DBRC
670
D.B. Root & Company
Pennsylvania
$503K -$7.3K -212 -2%
WT
671
Washington Trust
Rhode Island
$501K +$2.17K +63 +0.5%
ACA
672
Aspire Capital Advisors
Washington
$498K -$5.2K -151 -1%
CIS
673
Continental Investors Services
Washington
$495K -$585 -17 -0.1%
PWA
674
Pitcairn Wealth Advisors
Pennsylvania
$491K +$217K +6,292 +90%
HFA
675
Hershey Financial Advisers
Pennsylvania
$487K +$455K +13,219 New
25 26
27
28 29