We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SJIM
76
St. Johns Investment Management
Florida
$9.93M +$75.6K +3,999 +0.8%
VNA
77
Valley National Advisers
Pennsylvania
$9.85M +$397 +21 +0%
AAIM
78
Asset Advisors Investment Management
Georgia
$9.75M +$772K +40,863 +9%
MGIA
79
Moneta Group Investment Advisors
Missouri
$9.7M +$6.72M +355,827 +224%
MAM
80
Marquette Asset Management
Minnesota
$9.61M +$547K +28,965 +6%
MFGP
81
Marshall Financial Group (Pennsylvania)
Pennsylvania
$9.5M +$705K +37,311 +8%
SWRP
82
Summit Wealth & Retirement Planning
California
$9.32M +$221K +11,676 +2%
EGWAG
83
Elwood & Goetz Wealth Advisory Group
Georgia
$9.06M +$877K +46,407 +11%
SHJ
84
Sharkey, Howes & Javer
Colorado
$8.99M -$238K -12,582 -3%
BSB
85
Bangor Savings Bank
Maine
$8.97M +$721K +38,160 +9%
CFMC
86
Curbstone Financial Management Corp
New Hampshire
$8.94M +$85K +4,500 +1%
PIMG
87
Patriot Investment Management Group
Tennessee
$8.91M -$21.7K -1,146 -0.2%
AMG
88
Asset Management Group
Connecticut
$8.44M +$1.03M +54,663 +14%
AA
89
Advisory Alpha
Michigan
$8.4M +$758K +40,104 +10%
BA
90
Bristlecone Advisors
Washington
$8.25M +$58.4K +3,093 +0.7%
MCIA
91
Mountain Capital Investment Advisors
Colorado
$8.2M +$308K +16,323 +4%
LIM
92
Lathrop Investment Management
Arkansas
$7.77M -$90.7K -4,803 -1%
NCM
93
Northwest Capital Management
Oregon
$7.62M -$62.9K -3,330 -0.8%
PEA
94
Pacific Edge Advisors
California
$7.44M +$188K +9,945 +3%
RRC
95
Relaxing Retirement Coach
Massachusetts
$7.38M -$55.8K -2,952 -0.7%
BCA
96
Biltmore Capital Advisors
New Jersey
$7.36M +$608K +32,190 +9%
AWMG
97
Alliance Wealth Management Group
New Jersey
$7.32M +$68.1K +3,603 +0.9%
TCM
98
Towercrest Capital Management
Pennsylvania
$7.32M +$68.1K +3,603 +0.9%
WMG
99
WESCAP Management Group
California
$7.28M -$249K -13,176 -3%
LCM
100
Leisure Capital Management
California
$7.28M +$76.8K +4,065 +1%