We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
176
Financial Architects (New Jersey)
New Jersey
$1.96M +$178K +10,200 +9%
CWS
177
Cypress Wealth Services
California
$1.95M +$1.09M +62,265 +105%
Goldman Sachs
178
Goldman Sachs
New York
$1.92M -$3.98K -228 -0.2%
AOWM
179
Alpha Omega Wealth Management
Virginia
$1.9M +$8.54K +489 +0.4%
EWM
180
Evermay Wealth Management
Virginia
$1.89M +$2.06M +118,104 New
HA
181
Harfst & Associates
Wyoming
$1.88M -$399K -22,836 -16%
ACM
182
Armbruster Capital Management
New York
$1.84M +$954K +54,627 +90%
WIC
183
Whitegate Investment Counselors
New Hampshire
$1.84M +$286K +16,374 +17%
SWM
184
SeaCrest Wealth Management
New York
$1.82M -$66.9K -3,831 -3%
SFA
185
Sequoia Financial Advisors
Ohio
$1.78M +$28.3K +1,617 +1%
IF
186
Ironwood Financial
Arizona
$1.76M +$261K +14,949 +16%
CHA
187
Carmichael Hill & Associates
Maryland
$1.73M -$60.6K -3,468 -3%
RC
188
Roundview Capital
New Jersey
$1.72M -$91.8K -5,253 -5%
BIA
189
Bigelow Investment Advisors
Maine
$1.65M +$15.7K +900 +0.9%
NCM
190
Next Capital Management
New York
$1.64M +$1.8M +102,930 New
BW
191
Bison Wealth
Georgia
$1.64M +$246K +14,103 +16%
KWM
192
Kingsview Wealth Management
Oregon
$1.64M +$7.6K +435 +0.4%
FBB
193
Fulton Breakefield Broenniman
Maryland
$1.64M +$44.1K +2,526 +3%
MCM
194
Mengis Capital Management
Oregon
$1.62M +$35.1K +2,010 +2%
SPIA
195
Steward Partners Investment Advisory
New York
$1.62M +$562K +32,187 +47%
PWMG
196
Prestige Wealth Management Group
New Jersey
$1.57M +$1.71M +98,040 New
LCC
197
Lincoln Capital Corp
Rhode Island
$1.56M +$50.4K +2,886 +3%
SDWMA
198
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.5M +$1M +57,255 +157%
ASN
199
Advisory Services Network
Georgia
$1.49M +$501K +28,668 +44%
BPA
200
Beacon Pointe Advisors
California
$1.48M +$1.62M +92,511 New