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
$10.7M -$336K -13,011 -3%
OWA
102
Opal Wealth Advisors
New York
$10.6M -$275K -10,647 -3%
CWM
103
Curi Wealth Management
North Carolina
$10.4M +$1.32M +51,030 +15%
PR
104
Payden & Rygel
California
$10.2M -$9.38M -363,300 -48%
IAS
105
IMA Advisory Services
Colorado
$10.2M -$119K -4,605 -1%
PFM
106
Peak Financial Management
Massachusetts
$9.97M -$184K -7,110 -2%
MMA
107
Miracle Mile Advisors
California
$9.87M +$629K +24,357 +7%
SJIM
108
St. Johns Investment Management
Florida
$9.79M -$107K -4,131 -1%
KBFS
109
Kohmann Bosshard Financial Services
Ohio
$9.51M +$612K +23,703 +7%
ACA
110
Affinity Capital Advisors
California
$9.44M -$39.1K -1,515 -0.4%
LF
111
Lee Financial
Texas
$9.33M -$213K -8,262 -2%
MWP
112
Meridian Wealth Partners
Pennsylvania
$9.32M -$217K -8,412 -2%
KF
113
Krilogy Financial
Missouri
$9.26M -$351K -13,593 -4%
JIC
114
Johnson Investment Counsel
Ohio
$9.12M +$831K +32,172 +10%
LIM
115
Lathrop Investment Management
Arkansas
$8.99M -$326K -12,636 -4%
PAI
116
Pittenger & Anderson Inc
Nebraska
$8.9M +$131K +5,067 +2%
EVM
117
Eaton Vance Management
Massachusetts
$8.8M +$9.61K +372 +0.1%
CCA
118
Clearwater Capital Advisors
Illinois
$8.75M +$183K +7,089 +2%
BFG
119
Berger Financial Group
Minnesota
$8.71M +$798K +30,888 +10%
RRC
120
Relaxing Retirement Coach
Massachusetts
$8.7M -$46.6K -1,803 -0.5%
APW
121
Aurora Private Wealth
New Jersey
$8.58M +$536K +20,760 +7%
ATWA
122
Arbor Trust Wealth Advisors
Michigan
$8.46M +$105K +4,083 +1%
Jones Financial Companies
123
Jones Financial Companies
Missouri
$8.44M -$409K -15,831 -5%
LCC
124
Lincoln Capital Corp
Rhode Island
$8.39M +$156K +6,042 +2%
SWA
125
Sightline Wealth Advisors
Connecticut
$8.31M +$140K +5,415 +2%