We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
801
Bullock Wealth Management
Indiana
$302K -$11.4K -330 -4%
PWP
802
Principle Wealth Partners
Connecticut
$302K +$281K +8,178 New
CFG
803
Clayton Financial Group
Missouri
$298K -$14.8K -430 -5%
AW
804
Avion Wealth
Texas
$296K – – –
SH
805
SLT Holdings
Arizona
$295K – – –
MNA
806
Manning & Napier Advisors
New York
$294K – – –
ZIM
807
Zacks Investment Management
Illinois
$293K -$3.75K -109 -1%
CSIC
808
Clifford Swan Investment Counsel
California
$293K -$52.4K -1,522 -16%
WMA
809
William Mack & Associates
Michigan
$292K +$273K +7,918 New
FM
810
Family Management
New York
$291K – – –
FNT
811
First National Trust
Pennsylvania
$291K – – –
ODIJL
812
One Day In July LLC
Vermont
$290K – – –
RF
813
Robinswood Financial
Washington
$288K -$8.09K -235 -3%
HWM
814
Heirloom Wealth Management
Colorado
$286K – – –
RWM
815
RMG Wealth Management
Wisconsin
$285K – – –
AFTS
816
American Financial & Tax Strategies
New York
$284K -$6.2K -180 -2%
SI
817
Stephens Inc
Arkansas
$284K +$103 +3 +0%
VCA
818
Verdence Capital Advisors
Maryland
$284K +$4.65K +135 +2%
FFM
819
Forum Financial Management
Illinois
$283K +$9.4K +273 +4%
BW
820
BIP Wealth
Georgia
$283K -$10.7K -312 -4%
LC
821
LCNB Corp
Ohio
$283K – – –
FCH
822
Freestone Capital Holdings
Washington
$282K +$263K +7,638 New
M
823
MOTCO
Texas
$278K – – –
OPW
824
Osprey Private Wealth
New York
$277K – – –
GPWA
825
Gaddis Premier Wealth Advisors
Oklahoma
$275K +$257K +7,463 New
31 32
33
34 35