We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DFA
176
DHJJ Financial Advisors
Illinois
$5.85M -$190K -6,674 -3%
GCP
177
Gill Capital Partners
Colorado
$5.81M -$14K -491 -0.2%
MI
178
Moneywise Inc
Virginia
$5.77M -$1.29M -45,426 -18%
B
179
Birchbrook
Maine
$5.61M -$138K -4,844 -2%
AIM
180
Anchor Investment Management
South Carolina
$5.6M -$249K -8,728 -4%
SOS
181
Silver Oak Securities
Tennessee
$5.56M -$299K -10,507 -5%
PFA
182
Pure Financial Advisors
California
$5.53M -$322K -11,300 -5%
CA
183
Capital Advantage
California
$5.51M -$178K -6,245 -3%
TYCC
184
Texas Yale Capital Corp
Florida
$5.5M +$281K +9,872 +5%
CWM
185
Congress Wealth Management
Massachusetts
$5.48M +$168K +5,913 +3%
NCM
186
Northwest Capital Management
Oregon
$5.44M -$303K -10,622 -5%
WPIC
187
White Pine Investment Company
Michigan
$5.2M +$2.97M +104,278 +125%
PWA
188
Peterson Wealth Advisors
Utah
$5.16M +$275K +9,656 +6%
Envestnet Portfolio Solutions
189
Envestnet Portfolio Solutions
Illinois
$5.15M -$966K -33,901 -15%
CPA
190
Cathy Pareto & Associates
Florida
$5.15M +$5.29M +185,771 New
LIM
191
Lathrop Investment Management
Arkansas
$5.1M -$361K -12,679 -6%
GG
192
Gleason Group
Kentucky
$5.09M +$256K +8,972 +5%
WMG
193
WESCAP Management Group
California
$5.04M +$1.04M +36,659 +25%
BCM
194
Brookstone Capital Management
Illinois
$4.99M +$115K +4,026 +2%
GPFA
195
Game Plan Financial Advisors
Ohio
$4.9M +$351K +12,336 +7%
KAS
196
Kestra Advisory Services
Texas
$4.8M -$15.6M -546,924 -76%
GVAG
197
Great Valley Advisor Group
Delaware
$4.8M -$124K -4,362 -2%
FIC
198
Family Investment Center
Missouri
$4.72M -$212K -7,426 -4%
MCM
199
Mengis Capital Management
Oregon
$4.6M +$414K +14,533 +10%
WANY
200
Wealthspire Advisors (New York)
New York
$4.58M +$1.57M +55,249 +50%