We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OAG
1001
Oakmont Advisory Group
New Mexico
$27.2K +$25.4K +739 New
CT
1002
Clearstead Trust
Maine
$26.7K – – –
NSG
1003
Nalls Sherbakoff Group
Tennessee
$25.7K +$69 +2 +0.3%
MSG
1004
Main Street Group
Virginia
$23.7K – – –
GKIM
1005
GW&K Investment Management
Massachusetts
$23K +$21.9K +637 New
TWC
1006
TD Waterhouse Canada
Ontario, Canada
$21.8K – – –
HCM
1007
Hollencrest Capital Management
California
$21.8K – – –
HC
1008
Hurley Capital
New York
$21.6K -$69.6K -2,023 -78%
JFA
1009
JNBA Financial Advisors
Minnesota
$21.6K +$20.1K +585 New
HHGA
1010
Halbert Hargrove Global Advisors
California
$21.1K -$2.72K -79 -12%
POIA
1011
Pin Oak Investment Advisors
Texas
$20K – – –
GWM
1012
GSB Wealth Management
Connecticut
$19.4K +$585 +17 +3%
JFG
1013
JDM Financial Group
Texas
$19.1K +$1.27K +37 +8%
BDPWM
1014
Barnes Dennig Private Wealth Management
Ohio
$18K +$11.9K +347 +248%
OHWP
1015
Oak Harbor Wealth Partners
North Carolina
$17.7K -$37.2K -1,080 -69%
PF
1016
PlanVest Financial
Maryland
$17.6K +$16.5K +478 New
1NWS
1017
1 North Wealth Services
Maryland
$17.5K – – –
DJSG
1018
D.J. St. Germain
Massachusetts
$16.6K – – –
National Bank of Canada
1019
National Bank of Canada
Quebec, Canada
$16.6K – – –
BBHC
1020
Brown Brothers Harriman & Co
New York
$16.5K – – –
SIM
1021
Synergy Investment Management
Florida
$15.7K – – –
DF
1022
Dunhill Financial
United Kingdom
$15.2K – – –
AEPWM
1023
Atlantic Edge Private Wealth Management
Florida
$14.5K – – –
PIS
1024
POM Investment Strategies
North Carolina
$13.8K – – –
HCM
1025
Horrell Capital Management
Arkansas
$13.3K – – –