We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
101
Meridian Wealth Partners
Pennsylvania
$6.95M -$350K -21,447 -5%
TCM
102
Tradewinds Capital Management
Washington
$6.66M -$3.8M -232,908 -38%
Jones Financial Companies
103
Jones Financial Companies
Missouri
$6.47M -$705K -43,269 -11%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$6.31M -$2.21M -135,396 -27%
KF
105
Krilogy Financial
Missouri
$6.3M -$200K -12,255 -3%
TLP
106
Trinity Legacy Partners
Texas
$6.28M +$1.52M +93,444 +36%
VWA
107
Visionary Wealth Advisors
Illinois
$6.08M +$4.86M +298,365 +614%
PAI
108
Pittenger & Anderson Inc
Nebraska
$6.04M +$12.4K +762 +0.2%
RRC
109
Relaxing Retirement Coach
Massachusetts
$5.99M -$431K -26,427 -7%
CCA
110
Clearwater Capital Advisors
Illinois
$5.96M -$1.08M -66,354 -16%
EVM
111
Eaton Vance Management
Massachusetts
$5.9M -$124K -7,578 -2%
FWP
112
FAS Wealth Partners
Kansas
$5.89M +$1.65M +101,295 +43%
PR
113
Payden & Rygel
California
$5.85M +$9.68K +594 +0.2%
LCC
114
Lincoln Capital Corp
Rhode Island
$5.83M +$139K +8,502 +3%
JMPWA
115
JP Morgan Private Wealth Advisors
California
$5.63M +$3.99M +245,010 +322%
ECM
116
Exchange Capital Management
Michigan
$5.55M -$324K -19,875 -6%
CMP
117
Courage Miller Partners
Virginia
$5.5M -$106K -6,492 -2%
BAM
118
Berkshire Asset Management
Pennsylvania
$5.31M +$1.74M +106,641 +54%
CFIA
119
Cantor Fitzgerald Investment Advisors
New York
$5.17M +$16.3K +999 +0.3%
KBFS
120
Kohmann Bosshard Financial Services
Ohio
$5.11M +$125K +7,665 +3%
RWA
121
Redhawk Wealth Advisors
Minnesota
$5.09M +$77.4K +4,749 +2%
CCM
122
Colorado Capital Management
Colorado
$4.99M -$1.32M -81,108 -22%
ACA
123
Affinity Capital Advisors
California
$4.98M +$198K +12,156 +4%
BSAM
124
Blue Square Asset Management
New York
$4.86M -$808K -49,569 -15%
ATWA
125
Arbor Trust Wealth Advisors
Michigan
$4.66M +$28.3K +1,737 +0.7%