We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
TIP
776
Tandem Investment Partners
New Jersey
$269K +$15.2K +478 +6%
MOS
777
MGO One Seven
Ohio
$269K -$32 -1 -0%
IFG
778
Independent Financial Group
California
$269K -$8.69K -273 -3%
HL
779
HeadInvest LLC
Maine
$267K -$17.6K -552 -6%
HGWM
780
Horst & Graben Wealth Management
Oregon
$267K – – –
RF
781
Robbins Farley
New Hampshire
$264K +$19.1K +600 +8%
CFG
782
Clayton Financial Group
Missouri
$264K +$637 +20 +0.2%
AT
783
American Trust
Kentucky
$264K +$24.3K +764 +10%
DAM
784
Directional Asset Management
Illinois
$263K +$2.52K +79 +0.9%
TWM
785
Triton Wealth Management
Arizona
$262K -$58.2K -1,829 -18%
HIA
786
Harbor Investment Advisory
Maryland
$257K – – –
KFA
787
Kelleher Financial Advisors
New York
$253K – – –
ZIM
788
Zacks Investment Management
Illinois
$250K +$605 +19 +0.2%
RF
789
Robinswood Financial
Washington
$249K +$52.6K +1,652 +26%
AW
790
Avion Wealth
Texas
$249K – – –
BC
791
Barnett & Company
Tennessee
$248K -$12.1K -379 -5%
SH
792
SLT Holdings
Arizona
$248K -$90.3K -2,835 -26%
BW
793
BIP Wealth
Georgia
$247K -$33.8K -1,061 -12%
MNA
794
Manning & Napier Advisors
New York
$247K – – –
SCA
795
Snowden Capital Advisors
New York
$245K +$541 +17 +0.2%
FM
796
Family Management
New York
$244K – – –
FNT
797
First National Trust
Pennsylvania
$244K – – –
AFTS
798
American Financial & Tax Strategies
New York
$244K -$4.9K -154 -2%
ODIJL
799
One Day In July LLC
Vermont
$244K – – –
MWM
800
MOR Wealth Management
Pennsylvania
$243K +$11.2K +351 +5%
30 31
32
33 34