We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NPC
151
National Planning Corporation
California
$772K +$759K +47,784 New
PFM
152
Phillips Financial Management
Indiana
$763K +$76.1K +4,788 +12%
LPIC
153
LeJeune Puetz Investment Counsel
Michigan
$725K
SGAM
154
Steinberg Global Asset Management
Florida
$721K +$3.15K +198 +0.4%
AIM
155
Avity Investment Management
Connecticut
$717K
APSP
156
Asset Planning Services (Pennsylvania)
Pennsylvania
$710K +$44.5K +2,799 +7%
SAM
157
Sawgrass Asset Management
Florida
$692K +$155K +9,738 +29%
Susquehanna International Group
158
Susquehanna International Group
Pennsylvania
$683K -$2.76M -173,646 -80%
IFS
159
Ifrah Financial Services
Arkansas
$679K +$6.2K +390 +0.9%
MML Investors Services
160
MML Investors Services
Massachusetts
$660K +$653K +41,100 New
FI
161
FormulaFolio Investments
Michigan
$657K +$650K +40,908 New
BPM
162
Bowling Portfolio Management
Ohio
$654K +$15.2K +957 +2%
BW
163
Bison Wealth
Georgia
$645K +$638K +40,158 New
RFA
164
Reilly Financial Advisors
California
$629K +$16.4K +1,032 +3%
AI
165
Atria Investments
North Carolina
$599K +$134K +8,427 +29%
PWM
166
Perigon Wealth Management
California
$579K +$715 +45 +0.1%
BSWMG
167
Barrington Strategic Wealth Management Group
Illinois
$578K -$511K -32,175 -47%
AFP
168
Ausdal Financial Partners
Iowa
$577K +$187K +11,745 +49%
FAM
169
Foothills Asset Management
Arizona
$560K -$84.1K -5,289 -13%
Jane Street
170
Jane Street
New York
$543K -$1.38M -86,523 -72%
SG Americas Securities
171
SG Americas Securities
New York
$543K +$537K +33,810 New
KFA
172
Kelleher Financial Advisors
New York
$532K +$527K +33,174 New
JIC
173
Johnson Investment Counsel
Ohio
$525K -$24.7K -1,554 -5%
DSN
174
D. Scott Neal
Kentucky
$520K +$1.14K +72 +0.2%
CWM
175
Confluence Wealth Management
Oregon
$514K +$620 +39 +0.1%