We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
126
Stanford Investment Group
California
$297K +$302K +22,233 New
CA
127
Cambridge Advisors
Nebraska
$294K -$59.8K -4,401 -17%
Bank of New York Mellon
128
Bank of New York Mellon
New York
$292K +$19.4K +1,431 +7%
BRWA
129
B. Riley Wealth Advisors
Florida
$292K +$296K +21,801 New
GC
130
Grimes & Company
Massachusetts
$291K -$74.5K -5,484 -20%
RPA
131
Rock Point Advisors
Vermont
$285K +$41.4K +3,045 +17%
WCM
132
Wealthcare Capital Management
Virginia
$281K +$137K +10,059 +92%
BHTS
133
Bar Harbor Trust Services
Maine
$279K +$10.3K +756 +4%
TRCT
134
Tower Research Capital (TRC)
New York
$269K -$2.44M -179,445 -90%
RFA
135
Reilly Financial Advisors
California
$267K +$75.7K +5,574 +39%
ZIM
136
Zacks Investment Management
Illinois
$264K -$2.44K -180 -0.9%
HighTower Advisors
137
HighTower Advisors
Illinois
$262K +$268K +19,701 New
WF
138
WealthTrust Fairport
Ohio
$261K +$4.6K +339 +2%
BC
139
Barnett & Company
Tennessee
$259K +$8.15K +600 +3%
AIM
140
Aspen Investment Management
Michigan
$253K +$6.11K +450 +2%
AAM
141
Aston Asset Management
Illinois
$252K +$256K +18,879 New
FC
142
Fairpointe Capital
Illinois
$252K +$256K +18,879 New
MFS
143
MSI Financial Services
Massachusetts
$251K +$251K +18,486 +6,162%
EWM
144
Evermay Wealth Management
Virginia
$248K -$113K -8,331 -31%
DPA
145
Delphi Private Advisors
California
$246K +$250K +18,408 New
PO
146
Private Ocean
California
$245K
FANJ
147
Financial Architects (New Jersey)
New Jersey
$229K +$233K +17,121 New
SAM
148
Sawgrass Asset Management
Florida
$216K +$220K +16,185 New
Creative Planning
149
Creative Planning
Kansas
$211K -$57K -4,194 -21%
WAM
150
Wealthspire Advisors (Maryland)
Maryland
$210K +$214K +15,744 New