We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
726
1834 Investment Advisors
Wisconsin
$2K – – –
DI
727
Disciplined Investments
Oklahoma
$2K – – –
EK
728
Evensky & Katz
Florida
$2K – – –
HFS
729
Hantz Financial Services
Michigan
$2K – – –
JWM
730
Janiczek Wealth Management
Colorado
$2K – – –
SCA
731
Stonebridge Capital Advisors
Minnesota
$2K – – –
TFM
732
TFC Financial Management
Massachusetts
$2K – – –
CFGS
733
Concourse Financial Group Securities
Alabama
$1K -$12K -522 -89%
JFA
734
JNBA Financial Advisors
Minnesota
$1K – – –
CFN
735
Cordasco Financial Network
Florida
$1K +$1.39K +60 New
MRCM
736
M&R Capital Management
New Jersey
$1K +$1.73K +75 New
AWM
737
Aries Wealth Management
Maine
– -$13.4M -530,460 Closed
BSAM
738
Blue Square Asset Management
New York
– -$13.1M -517,812 Closed
FANJ
739
Financial Architects (New Jersey)
New Jersey
– -$7.05M -278,871 Closed
SL
740
Systelligence LLC
Minnesota
– -$6.98M -275,874 Closed
MWM
741
Minot Wealth Management
Massachusetts
– -$2.35M -93,000 Closed
CI
742
Cordant Inc
Oregon
– -$908K -35,892 Closed
FAIM
743
Financial Advocates Investment Management
Washington
– -$892K -35,286 Closed
FFA
744
First Foundation Advisors
California
– -$856K -33,840 Closed
AIP
745
Almanack Investment Partners
Pennsylvania
– -$808K -31,968 Closed
CIA
746
Capital Investment Advisors
Georgia
– -$502K -19,866 Closed
WWM
747
Windsor Wealth Management
Indiana
– -$424K -17,109 Closed
CI
748
Chartist Inc
California
– -$404K -15,990 Closed
BG
749
Benedetti & Gucer
Georgia
– -$390K -15,456 Closed
TFA
750
Trinity Financial Advisors
Ohio
– -$377K -14,901 Closed
28 29
30
31 32