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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
826
Optima Capital
Oregon
$214K – – –
TWM
827
Topsail Wealth Management
North Carolina
$213K – – –
AMIM
828
Aull & Monroe Investment Management
Alabama
$212K +$3.43K +115 +2%
PWA
829
Pitcairn Wealth Advisors
Pennsylvania
$211K +$210K +7,028 New
HP
830
HT Partners
Connecticut
$211K – – –
RPA
831
Rock Point Advisors
Vermont
$211K -$2.68K -90 -1%
HIC
832
Hartline Investment Corp
Illinois
$209K +$207K +6,960 New
SF
833
Sun Financial
Utah
$208K +$206K +6,908 New
HI
834
Human Investing
Oregon
$207K -$8.73K -293 -4%
WAS
835
Westco Advisory Services
New York
$207K +$205K +6,886 New
SP
836
Sherman Porfolios
Idaho
$207K +$205K +6,879 New
CICC
837
Capital Investment Counsel (Colorado)
Colorado
$207K +$388 +13 +0.2%
GCM
838
Glaxis Capital Management
Florida
$206K +$894 +30 +0.4%
FWCM
839
Ferguson Wellman Capital Management
Oregon
$206K – – –
HCM
840
Hengehold Capital Management
Ohio
$206K -$4.17K -140 -2%
OAM
841
Oppenheimer Asset Management
New York
$205K +$1.1K +37 +0.5%
CIC
842
Carnegie Investment Counsel
Ohio
$205K -$19.4K -651 -9%
JIC
843
Joel Isaacson & Co
New York
$204K +$358 +12 +0.2%
PA
844
Procyon Advisors
Connecticut
$204K -$25.7K -861 -11%
LFS
845
Legacy Financial Strategies
Kansas
$201K +$200K +6,700 New
CWA
846
Canvas Wealth Advisors
Kansas
$201K – – –
BA
847
Ballast Advisors
Minnesota
$201K -$954 -32 -0.5%
CTA
848
Chesley Taft & Associates
Illinois
$201K +$199K +6,677 New
MA
849
Montag & Associates
Georgia
$200K – – –
SC
850
SouthState Corp
Florida
$198K -$73K -2,448 -27%
32 33
34
35 36