We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
651
Albion Financial Group
Utah
$305K – – –
RBCM
652
Raub Brock Capital Management
California
$303K – – –
GA
653
Goldstein Advisors
Wisconsin
$302K +$4.71K +180 +2%
CWM
654
Calamos Wealth Management
Illinois
$298K +$301K +11,499 New
EWM
655
Elmwood Wealth Management
California
$298K – – –
CAL
656
Capital Advisors Ltd
Ohio
$297K – – –
GFP
657
Gryphon Financial Partners
Ohio
$296K +$299K +11,424 New
BW
658
BIP Wealth
Georgia
$294K -$20.1K -768 -6%
VCA
659
Verdence Capital Advisors
Maryland
$285K – – –
PIM
660
Penobscot Investment Management
Massachusetts
$282K – – –
CF
661
Centaurus Financial
California
$282K +$16.4K +627 +6%
VV
662
Verity & Verity
South Carolina
$282K -$78 -3 -0%
TA
663
TrueWealth Advisors
Alabama
$280K -$376K -14,385 -57%
UW
664
Unique Wealth
Florida
$278K – – –
HL
665
HeadInvest LLC
Maine
$275K -$421K -16,104 -60%
SCA
666
Snowden Capital Advisors
New York
$272K – – –
CCA
667
Clarity Capital Advisors
Florida
$269K – – –
KPWS
668
Kestra Private Wealth Services
Texas
$268K – – –
SSB
669
Sandy Spring Bank
Maryland
$267K – – –
FWS
670
FinDec Wealth Services
California
$267K -$21.7K -831 -7%
TW
671
TrinityPoint Wealth
Connecticut
$266K – – –
OIA
672
Optimum Investment Advisors
Illinois
$265K +$3.45K +132 +1%
FC
673
Financial Consulate
Maryland
$264K – – –
BMO
674
Beck Mack & Oliver
New York
$264K +$266K +10,167 New
AFA
675
American Financial Advisors
Georgia
$261K +$18.3K +699 +7%
25 26
27
28 29