We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$4.59M +$67.6K +3,084 +1%
SAM
177
Smithbridge Asset Management
Pennsylvania
$4.58M +$39.4K +1,797 +0.9%
RDWM
178
Red Door Wealth Management
Tennessee
$4.57M +$265K +12,114 +6%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$4.55M -$312K -14,241 -6%
HWA
180
Hilltop Wealth Advisors
North Carolina
$4.54M +$119K +5,421 +3%
AWG
181
Altus Wealth Group
Colorado
$4.5M +$2.36M +107,751 +110%
MAM
182
McCarthy Asset Management
California
$4.42M -$46.2K -2,106 -1%
GCP
183
Gill Capital Partners
Colorado
$4.3M +$941K +42,918 +28%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$4.25M +$65.4K +2,985 +2%
CA
185
Clearstead Advisors
Ohio
$4.23M +$105K +4,803 +3%
BWL
186
Bogart Wealth LLC
Virginia
$4.22M +$792K +36,153 +23%
FIC
187
Family Investment Center
Missouri
$4.14M +$4.15M +189,519 New
FTS
188
Fifth Third Securities
Ohio
$4.14M +$259K +11,826 +7%
SPA
189
Sentinel Pension Advisors
Massachusetts
$4.12M +$82.3K +3,753 +2%
WFAG
190
Wescott Financial Advisory Group
Pennsylvania
$4.1M +$99.5K +4,542 +2%
CCM
191
Coldstream Capital Management
Washington
$4.1M +$4.11M +187,449 New
WMG
192
WESCAP Management Group
California
$4.09M -$517K -23,586 -11%
SS
193
Sunbelt Securities
Texas
$4.08M -$8.48K -387 -0.2%
MAM
194
Marquette Asset Management
Minnesota
$4.02M +$291K +13,275 +8%
PWA
195
Peterson Wealth Advisors
Utah
$3.97M +$623K +28,419 +19%
MTIC
196
Missouri Trust & Investment Company
Missouri
$3.95M +$492K +22,443 +14%
CCWA
197
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.93M +$3.93M +179,499 New
SBL
198
Sargent Bickham Lagudis
Colorado
$3.86M +$47K +2,145 +1%
EFG
199
Everhart Financial Group
Ohio
$3.82M +$58K +2,646 +2%
AWA
200
Acorn Wealth Advisors
Michigan
$3.82M +$52.2K +2,382 +1%