We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
726
Avion Wealth
Texas
$177K
CPG
727
Custom Portfolio Group
Colorado
$167K +$155K +6,747 New
MA
728
Montag & Associates
Georgia
$167K
MFC
729
Morris Financial Concepts
South Carolina
$166K -$28K -1,224 -16%
GWANC
730
Guardian Wealth Advisors (North Carolina)
North Carolina
$156K +$78.3K +3,417 +122%
PK
731
Pflug Koory
Nebraska
$143K
DSC
732
Duncker Streett & Co
Missouri
$136K
RDFA
733
Ritter Daniher Financial Advisory
Ohio
$132K
NG
734
NWK Group
California
$131K
BONH
735
Bank of New Hampshire
New Hampshire
$128K
DCM
736
Davis Capital Management
Florida
$125K +$115K +4,998 New
TSW
737
Thompson Siegel & Walmsley
Virginia
$124K
RF
738
Robbins Farley
New Hampshire
$121K +$2.89K +126 +3%
GI
739
Gradient Investments
Minnesota
$121K -$46.3K -2,019 -30%
KFI
740
Key Financial Inc
Pennsylvania
$117K
AssetMark Inc
741
AssetMark Inc
California
$116K +$90.1K +3,933 +558%
FG
742
Fairman Group
Pennsylvania
$115K +$105K +4,581 New
RWM
743
Raffa Wealth Management
District of Columbia
$108K +$412 +18 +0.4%
EA
744
Evolution Advisers
Virginia
$105K +$96K +4,191 New
S
745
SignatureFD
Georgia
$103K
FCA
746
FinTrust Capital Advisors
South Carolina
$101K +$69 +3 +0.1%
OP
747
ORG Partners
Indiana
$97.2K +$88.7K +3,870 New
FCT
748
First Community Trust
Iowa
$96K -$39.2K -1,710 -31%
OC
749
Oakworth Capital
Alabama
$91.2K
BFO
750
Biltmore Family Office
North Carolina
$90.5K -$9K -393 -10%