We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EI
701
Ellevest Inc
New York
$27K +$75 +3 +0.3%
AC
702
AlphaCore Capital
California
$26K -$301 -12 -1%
EWM
703
EPG Wealth Management
Georgia
$25K -$2.56K -102 -9%
SAM
704
Strategic Asset Management
Minnesota
$25K – – –
LCM
705
Logan Capital Management
Pennsylvania
$22K -$150 -6 -0.7%
PO
706
Private Ocean
California
$22K – – –
AWM
707
Atticus Wealth Management
Florida
$22K +$21.1K +840 +7,000%
AAP
708
Arax Advisory Partners
Colorado
$21K +$1.2K +48 +6%
JP Morgan Chase
709
JP Morgan Chase
New York
$20K +$19.8K +789 New
GIA
710
Goodwin Investment Advisory
Georgia
$18K – – –
SIAP
711
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K +$451 +18 +3%
KFI
712
Key Financial Inc
Pennsylvania
$17K – – –
HBW
713
Hazlett, Burt & Watson
West Virginia
$16K +$15.5K +618 New
BFG
714
Baron Financial Group
New Jersey
$15.2K – – –
HF
715
Halpern Financial
Virginia
$15.2K – – –
CFGS
716
Concourse Financial Group Securities
Alabama
$15K -$83.7K -3,339 -85%
GWS
717
Glassman Wealth Services
Virginia
$15K -$5.94K -237 -28%
OHWP
718
Oak Harbor Wealth Partners
North Carolina
$15K – – –
SWM
719
Selective Wealth Management
Virginia
$15K +$14.6K +582 New
LPP
720
Life Planning Partners
Florida
$13K – – –
Citigroup
721
Citigroup
New York
$13K +$4.36K +174 +54%
FFA
722
Fairfield Financial Advisors
Massachusetts
$12.2K +$12.1K +483 New
ME
723
McIlrath & Eck
Washington
$12K – – –
AW
724
Avion Wealth
Texas
$10K – – –
HS
725
Horan Securities
United States
$9K – – –