We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
926
Lindenwold Advisors
Pennsylvania
– -$550K -19,845 Closed
WKSWA
927
White Knight Strategic Wealth Advisors
New Jersey
– -$546K -19,708 Closed
Fisher Asset Management
928
Fisher Asset Management
Washington
– -$496K -17,911 Closed
WAM
929
Worth Asset Management
Texas
– -$483K -17,441 Closed
WF
930
Williams Financial
Vermont
– -$437K -15,775 Closed
HPM
931
Hoxton Planning & Management
West Virginia
– -$345K -12,456 Closed
WAG
932
Windsor Advisory Group
Ohio
– -$335K -12,092 Closed
SWM
933
Stockman Wealth Management
Montana
– -$315K -11,361 Closed
AT
934
American Trust
Kentucky
– -$258K -9,307 Closed
SW
935
Simplicity Wealth
New Jersey
– -$254K -9,158 Closed
UW
936
Unique Wealth
Florida
– -$246K -8,877 Closed
FWCM
937
Ferguson Wellman Capital Management
Oregon
– -$223K -8,034 Closed
FMN
938
Financial Management Network
California
– -$220K -7,851 Closed
RIM
939
Rockbridge Investment Management
New York
– -$210K -7,566 Closed
RBC
940
Romano Brothers & Co
Illinois
– -$208K -7,500 Closed
BAAM
941
Baker Avenue Asset Management
California
– -$207K -7,470 Closed
SC
942
Slow Capital
California
– -$207K -7,461 Closed
CWA
943
CJM Wealth Advisers
Virginia
– -$206K -7,441 Closed
SI
944
Shaker Investments
Ohio
– -$204K -7,374 Closed
EWM
945
Evercore Wealth Management
New York
– -$203K -7,335 Closed
LWM
946
Liberty Wealth Management
California
– -$202K -7,285 Closed
FWS
947
FinDec Wealth Services
California
– -$202K -7,282 Closed
PWM
948
Peterson Wealth Management
Nevada
– -$201K -7,257 Closed
LMKC
949
L.M. Kohn & Company
Ohio
– -$200K -7,229 Closed
Citadel Advisors
950
Citadel Advisors
Florida
– -$182K -6,539 Closed