We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
876
BOK Financial
Oklahoma
$128K – – –
MAFA
877
MJT & Associates Financial Advisory
Minnesota
$123K – – –
SGK
878
Steigerwald Gordon & Koch
Virginia
$121K – – –
SAP
879
Strategic Advisory Partners
North Carolina
$121K +$124K +3,893 New
RFP
880
Root Financial Partners
California
$120K +$29K +910 +31%
AssetMark Inc
881
AssetMark Inc
California
$119K -$2.13K -67 -2%
RMP
882
Richards, Merrill & Peterson
Washington
$118K – – –
CCWM
883
Cassaday & Co Wealth Management
Virginia
$117K +$120K +3,768 New
SFC
884
SYM Financial Corp
Indiana
$114K -$5.16K -162 -4%
BTI
885
Blue Trust Inc
Georgia
$112K +$14.8K +466 +15%
SAM
886
Smartleaf Asset Management
Massachusetts
$106K +$110K +3,455 +4,373%
GSWM
887
Golden State Wealth Management
California
$106K +$21.1K +664 +24%
OA
888
Operose Advisors
Wisconsin
$103K +$255 +8 +0.2%
FFA
889
Founders Financial Alliance
North Carolina
$93.7K +$96.4K +3,027 New
AT
890
Arlington Trust
Alabama
$92.9K – – –
Russell Investments Group
891
Russell Investments Group
United Kingdom
$91.9K -$16.8K -528 -15%
SWP
892
Strategic Wealth Partners
Ohio
$89.9K -$4.3K -135 -4%
MBFW
893
Morton Brown Family Wealth
Pennsylvania
$89.2K – – –
FCT
894
First Community Trust
Iowa
$88.5K -$20.4K -641 -18%
FW
895
Fairway Wealth
Ohio
$87.2K +$89.6K +2,815 New
BC
896
Bulwark Capital
Florida
$83.1K -$509 -16 -0.6%
HC
897
Hurley Capital
New York
$80.8K -$1.43K -45 -2%
BIM
898
Breakwater Investment Management
Washington
$78.9K – – –
BHWM
899
Beaird Harris Wealth Management
Texas
$78.3K – – –
WSFS
900
Wilmington Savings Fund Society
Delaware
$74.3K – – –