We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
701
Bellevue Asset Management
Washington
$4K – – –
GI
702
GS Investments
Minnesota
$4K – – –
PIP
703
Peachtree Investment Partners
Florida
$4K – – –
CFD
704
Creative Financial Designs
Indiana
$3K -$141K -6,300 -98%
BCMLT
705
Beacon Capital Management LLC (Tennessee)
Tennessee
$3K -$2.61K -117 -49%
EL
706
EMFO LLC
Florida
$3K – – –
Qube Research & Technologies (QRT)
707
Qube Research & Technologies (QRT)
United Kingdom
$3K +$3.01K +135 New
CAAS
708
Capital Asset Advisory Services
Michigan
$2K -$201 -9 -7%
DI
709
Disciplined Investments
Oklahoma
$2K – – –
EK
710
Evensky & Katz
Florida
$2K – – –
HFS
711
Hantz Financial Services
Michigan
$2K – – –
SCA
712
Stonebridge Capital Advisors
Minnesota
$2K – – –
TFM
713
TFC Financial Management
Massachusetts
$2K – – –
JWM
714
Janiczek Wealth Management
Colorado
$2K +$535 +24 +26%
SFC
715
SYM Financial Corp
Indiana
$2K +$1.87K +84 New
GA
716
GoalVest Advisory
New York
$2K +$2.74K +123 New
FCMT
717
Founders Capital Management (Texas)
Texas
$1K -$13.4K -600 -94%
JFA
718
JNBA Financial Advisors
Minnesota
$1K – – –
EC
719
EdgeRock Capital
Colorado
$1K +$1.41K +63 New
Cerity Partners
720
Cerity Partners
New York
– -$43.9M -2,097,990 Closed
OAM
721
Oak Asset Management
California
– -$6.39M -305,421 Closed
CCWA
722
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$4.17M -199,428 Closed
ACM
723
AlphaStar Capital Management
North Carolina
– -$3.94M -188,583 Closed
Jane Street
724
Jane Street
New York
– -$2.38M -113,955 Closed
ACM
725
Argent Capital Management
Missouri
– -$2.29M -109,614 Closed