We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
176
Capital Directions Investment Advisors
Georgia
$59K – – –
PG
177
Patten Group
Tennessee
$54.1K +$1.85K +147 +4%
FIB
178
First Interstate Bank
Montana
$54K – – –
FNBT
179
FineMark National Bank & Trust
Florida
$51K -$69.9K -5,541 -59%
TSW
180
Thompson Siegel & Walmsley
Virginia
$45K – – –
NFG
181
Next Financial Group
Texas
$42K – – –
PNC Financial Services Group
182
PNC Financial Services Group
Pennsylvania
$41K – – –
JIC
183
Joel Isaacson & Co
New York
$32K – – –
FPFS
184
First Personal Financial Services
North Carolina
$26K – – –
ZB
185
Zions Bancorporation
Utah
$23K +$9.24K +732 +75%
WTB
186
Washington Trust Bank
Washington
$20K -$7.19K -570 -28%
ASN
187
Advisory Services Network
Georgia
$19K +$16.7K +1,323 +1,917%
NSIM
188
North Star Investment Management
Illinois
$16K – – –
SMG
189
Spectrum Management Group
Indiana
$13K -$7.57K -600 -39%
Bank of Montreal
190
Bank of Montreal
Ontario, Canada
$11K – – –
Northwestern Mutual Wealth Management
191
Northwestern Mutual Wealth Management
Wisconsin
$10K +$6.06K +480 +160%
SSB
192
Sandy Spring Bank
Maryland
$10K +$9.46K +750 New
VIA
193
Vantage Investment Advisors
Pennsylvania
$8K – – –
BlackRock
194
BlackRock
New York
$7K -$10.8K -852 -63%
HCM
195
Horrell Capital Management
Arkansas
$6K -$57.7K -4,572 -91%
Simplex Trading
196
Simplex Trading
Illinois
$6K -$22.9K -1,815 -79%
MWP
197
MYCIO Wealth Partners
Pennsylvania
$4K – – –
BAM
198
Barrett Asset Management
New York
$2K – – –
BWA
199
Burt Wealth Advisors
Maryland
$1K – – –
RBC
200
Roble Belko & Company
Pennsylvania
$1K +$833 +66 New