We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OFG
76
Omega Financial Group
California
$10.3M -$418K -18,726 -4%
RWP
77
Revolve Wealth Partners
New Jersey
$10.3M -$58.1K -2,604 -0.5%
HNW
78
High Note Wealth
Minnesota
$10.2M -$44.2K -1,980 -0.4%
TSWM
79
Triangle Securities Wealth Management
North Carolina
$10.2M +$94.8K +4,251 +0.8%
VNA
80
Valley National Advisers
Pennsylvania
$10.2M -$725K -32,505 -6%
OWA
81
Opal Wealth Advisors
New York
$10.2M +$356K +15,936 +3%
NYLIM
82
New York Life Investment Management
New York
$10.2M +$1.74M +78,102 +18%
FNC
83
First National Corp
Massachusetts
$9.98M +$17K +762 +0.2%
JMPWA
84
JP Morgan Private Wealth Advisors
California
$9.69M +$500K +22,413 +5%
Goldman Sachs
85
Goldman Sachs
New York
$9.64M -$74.2K -3,324 -0.7%
KBFS
86
Kohmann Bosshard Financial Services
Ohio
$9.59M +$1.26M +56,265 +13%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$9.55M +$421K +18,888 +4%
MMA
88
Miracle Mile Advisors
California
$9.35M +$429K +19,227 +4%
IAS
89
IMA Advisory Services
Colorado
$9.16M -$47.3K -2,121 -0.5%
Truist Financial
90
Truist Financial
North Carolina
$9.02M +$87.5K +3,921 +0.9%
AG
91
Appleton Group
Wisconsin
$8.98M +$8.79M +393,798 +770%
AWMG
92
Alliance Wealth Management Group
New Jersey
$8.87M +$635K +28,473 +7%
TCM
93
Towercrest Capital Management
Pennsylvania
$8.87M +$635K +28,473 +7%
RDIA
94
RE Dickinson Investment Advisors
Iowa
$8.83M -$230K -10,308 -2%
JIC
95
Johnson Investment Counsel
Ohio
$8.78M +$436K +19,521 +5%
PWA
96
Pillar Wealth Advisors
Pennsylvania
$8.75M +$66.4K +2,976 +0.7%
ACA
97
Affinity Capital Advisors
California
$8.71M +$171K +7,659 +2%
MML Investors Services
98
MML Investors Services
Massachusetts
$8.69M +$605K +27,123 +7%
PAI
99
Pittenger & Anderson Inc
Nebraska
$7.93M +$44.6K +2,001 +0.5%
APW
100
Aurora Private Wealth
New Jersey
$7.83M +$328K +14,700 +4%