We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
826
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$128K
S
827
SignatureFD
Georgia
$126K
EA
828
Evolution Advisers
Virginia
$124K
BF
829
BOK Financial
Oklahoma
$123K
MAFA
830
MJT & Associates Financial Advisory
Minnesota
$117K -$52.4K -1,800 -31%
SGK
831
Steigerwald Gordon & Koch
Virginia
$116K +$114K +3,900 New
RMP
832
Richards, Merrill & Peterson
Washington
$113K +$34.2K +1,175 +45%
FCT
833
First Community Trust
Iowa
$104K
AssetMark Inc
834
AssetMark Inc
California
$104K +$35.9K +1,233 +54%
Russell Investments Group
835
Russell Investments Group
United Kingdom
$103K +$3.81K +131 +4%
OA
836
Operose Advisors
Wisconsin
$97.6K +$408 +14 +0.4%
BTI
837
Blue Trust Inc
Georgia
$93.5K
AA
838
Addison Advisors
Vermont
$93K +$13.2K +455 +17%
NC
839
North Capital
Utah
$90.4K +$29 +1 +0%
FFA
840
Founders Financial Alliance
North Carolina
$89.2K +$87.6K +3,009 New
AT
841
Arlington Trust
Alabama
$88.9K
RFP
842
Root Financial Partners
California
$87.5K +$85.9K +2,952 New
MBFW
843
Morton Brown Family Wealth
Pennsylvania
$85.4K
GSWM
844
Golden State Wealth Management
California
$81.5K +$175 +6 +0.2%
BC
845
Bulwark Capital
Florida
$80K +$18.6K +640 +31%
HC
846
Hurley Capital
New York
$78.3K +$320 +11 +0.4%
BIM
847
Breakwater Investment Management
Washington
$75.6K
BHWM
848
Beaird Harris Wealth Management
Texas
$75K
OC
849
Oakworth Capital
Alabama
$71.3K
WSFS
850
Wilmington Savings Fund Society
Delaware
$71.1K