We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
176
Reston Wealth Management
Virginia
$6.22M +$131K +4,404 +2%
DWM
177
Destination Wealth Management
California
$6.15M +$3.35M +112,526 +122%
VIA
178
Victrix Investment Advisors
Florida
$6.1M +$6.05M +202,819 New
DFA
179
DHJJ Financial Advisors
Illinois
$6.01M -$15.7K -526 -0.3%
SOS
180
Silver Oak Securities
Tennessee
$5.98M -$143K -4,797 -2%
CPA
181
Cathy Pareto & Associates
Florida
$5.88M +$91.6K +3,072 +2%
CIA
182
Cape Investment Advisory
Georgia
$5.88M +$5.82M +195,372 +814,050%
MF
183
Manchester Financial
California
$5.88M -$669K -22,452 -10%
NOI
184
Newton One Investments
Delaware
$5.81M +$28.3K +948 +0.5%
PFA
185
Pure Financial Advisors
California
$5.72M -$38.2K -1,283 -0.7%
MWM
186
Modern Wealth Management
Kansas
$5.61M +$1.71M +57,487 +45%
OFS
187
OneAscent Financial Services
Alabama
$5.61M +$312K +10,479 +6%
GG
188
Gleason Group
Kentucky
$5.6M +$319K +10,686 +6%
TYCC
189
Texas Yale Capital Corp
Florida
$5.53M -$8.5K -285 -0.2%
AF
190
Advisornet Financial
Minnesota
$5.5M +$269K +9,030 +5%
PAG
191
Powers Advisory Group
Illinois
$5.34M +$86.9K +2,914 +2%
CP
192
Creekside Partners
California
$5.28M +$871K +29,231 +20%
Carson Wealth (CWM LLC)
193
Carson Wealth (CWM LLC)
Nebraska
$5.25M -$122K -4,098 -2%
MAS
194
Madden Advisory Services
Florida
$5.21M +$123K +4,124 +2%
WANY
195
Wealthspire Advisors (New York)
New York
$5.16M -$5.31M -178,220 -51%
MCM
196
Mengis Capital Management
Oregon
$5.01M -$38.2K -1,280 -0.8%
MI
197
Moneywise Inc
Virginia
$4.94M +$184K +6,168 +4%
HWA
198
Hilltop Wealth Advisors
North Carolina
$4.79M +$3.49K +117 +0.1%
B
199
Birchbrook
Maine
$4.78M -$113K -3,787 -2%
TCP
200
TMB Capital Partners
Arkansas
$4.75M +$4.71M +157,852 New