We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
101
Towercrest Capital Management
Pennsylvania
$5.36M -$407K -22,200 -5%
KF
102
Krilogy Financial
Missouri
$5.22M +$1.58M +86,286 +30%
RRC
103
Relaxing Retirement Coach
Massachusetts
$5.17M -$435K -23,766 -6%
CCM
104
Colorado Capital Management
Colorado
$5.15M +$1.42M +77,793 +27%
EVM
105
Eaton Vance Management
Massachusetts
$4.83M -$11K -600 -0.2%
PAI
106
Pittenger & Anderson Inc
Nebraska
$4.83M -$109K -5,973 -2%
ECM
107
Exchange Capital Management
Michigan
$4.73M -$260K -14,172 -4%
PR
108
Payden & Rygel
California
$4.68M +$6.09M +332,700 New
BDF
109
Black Diamond Financial
Maryland
$4.53M -$180K -9,840 -3%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$4.52M -$612K -33,441 -9%
CMP
111
Courage Miller Partners
Virginia
$4.49M +$438K +23,943 +8%
MA
112
Modus Advisors
Minnesota
$4.28M -$43.5K -2,376 -0.8%
WMG
113
WESCAP Management Group
California
$4.23M -$1.37M -74,769 -20%
ACA
114
Affinity Capital Advisors
California
$4.17M -$347K -18,927 -7%
CFIA
115
Cantor Fitzgerald Investment Advisors
New York
$4.13M +$2.18M +119,025 +68%
EWA
116
Exencial Wealth Advisors
Oklahoma
$4.08M +$890K +48,591 +20%
MAS
117
Madden Advisory Services
Florida
$4.06M +$3.13M +170,781 +145%
IWP
118
IAG Wealth Partners
Wisconsin
$4.02M -$1.08M -58,986 -17%
RWA
119
Redhawk Wealth Advisors
Minnesota
$4.01M +$88.2K +4,818 +2%
KBFS
120
Kohmann Bosshard Financial Services
Ohio
$3.99M -$621K -33,912 -11%
ACWM
121
Adams Chetwood Wealth Management
North Carolina
$3.87M +$78.7K +4,296 +2%
WPA
122
West Paces Advisors
Georgia
$3.86M +$5M +273,255 +18,217%
LBC
123
Lowe Brockenbrough & Co
Virginia
$3.77M -$522K -28,530 -10%
ATWA
124
Arbor Trust Wealth Advisors
Michigan
$3.71M +$166K +9,066 +4%
AIM
125
Anchor Investment Management
South Carolina
$3.66M -$365K -19,959 -7%