We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
676
Raffa Wealth Management
District of Columbia
$414K +$1.79K +60 +0.4%
CAG
677
Curtis Advisory Group
California
$405K -$18.9K -635 -4%
GWANC
678
Guardian Wealth Advisors (North Carolina)
North Carolina
$401K +$1.97K +66 +0.5%
EWA
679
EverSource Wealth Advisors
Alabama
$398K -$30.1K -1,011 -7%
MWM
680
MBE Wealth Management
Wisconsin
$398K – – –
BW
681
Balance Wealth
Ohio
$397K -$13.9K -466 -3%
FWP
682
Falcon Wealth Planning
California
$396K +$1.31K +44 +0.3%
ACA
683
AG Campbell Advisory
Maryland
$396K +$392K +13,162 New
FRA
684
Frank Rimerman Advisors
California
$395K – – –
GA
685
Goldstein Advisors
Wisconsin
$392K – – –
OFS
686
Opus Financial Solutions
Illinois
$389K +$385K +12,920 New
FCM
687
Firestone Capital Management
Florida
$387K -$9.75K -327 -2%
PMSA
688
Patrick M. Sweeney & Associates
Illinois
$383K +$21.8K +731 +6%
TFP
689
Tilia Fiduciary Partners
North Carolina
$380K -$13.8K -464 -4%
NW
690
NewEdge Wealth
Pennsylvania
$379K -$46.1K -1,545 -11%
SAW
691
Signal Advisors Wealth
Michigan
$376K -$54.3K -1,823 -13%
MCM
692
Mitchell Capital Management
Kansas
$374K -$13.1K -440 -3%
CFO
693
Cambient Family Office
Michigan
$373K +$370K +12,414 New
SC
694
Scotia Capital
Ontario, Canada
$372K -$3.43K -115 -0.9%
PCM
695
Parsons Capital Management
Rhode Island
$372K -$89.2K -2,992 -19%
SAM
696
SVRN Asset Management
Texas
$369K +$366K +12,279 New
EA
697
Enclave Advisors
Texas
$366K -$45.5K -1,525 -11%
HIM
698
Harbour Investment Management
Washington
$366K – – –
FNBOO
699
First National Bank of Omaha
Nebraska
$365K +$358K +12,000 New
TAP
700
TSG Advice Partners
Ohio
$364K +$361K +12,110 New
26 27
28
29 30