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Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
201
Mengis Capital Management
Oregon
$6.43M +$190K +5,519 +3%
CI
202
CX Institutional
Indiana
$6.37M +$594K +17,249 +11%
EA
203
Enclave Advisors
Texas
$6.18M +$5.35M +155,431 +1,276%
TCP
204
TMB Capital Partners
Arkansas
$6.13M -$1.38K -40 -0%
DF
205
Downshift Financial
Colorado
$5.89M -$1.2M -34,790 -18%
CP
206
Capital Planning
Washington
$5.88M -$37.3K -1,085 -0.7%
DWM
207
Diversify Wealth Management
Utah
$5.78M -$294K -8,539 -5%
DAS
208
Diversify Advisory Services
Utah
$5.78M +$5.69M +165,405 New
SCM
209
SummitPoint Capital Management
Colorado
$5.65M -$110K -3,206 -2%
HWA
210
Hilltop Wealth Advisors
North Carolina
$5.63M +$14.2K +413 +0.3%
SCM
211
Steele Capital Management
Iowa
$5.57M – – –
NDSI
212
Newman Dignan & Sheerar Inc
Rhode Island
$5.51M -$14.8K -431 -0.3%
GPFA
213
Game Plan Financial Advisors
Ohio
$5.5M -$47.8K -1,388 -0.9%
B
214
Birchbrook
Maine
$5.37M -$362K -10,518 -7%
CM
215
Columbus Macro
Pennsylvania
$5.34M -$2.58K -75 -0.1%
FIC
216
Family Investment Center
Missouri
$5.32M -$49.4K -1,436 -1%
SWM
217
Selby Wealth Management
California
$5.26M -$190K -5,527 -4%
KWA
218
Kingswood Wealth Advisors
California
$5.26M +$7.85K +228 +0.2%
SF
219
Schaeffer Financial
Maryland
$5.25M +$301K +8,739 +7%
AOWM
220
Alpha Omega Wealth Management
Virginia
$5.15M -$46.8K -1,361 -1%
ISWM
221
Independent Solutions Wealth Management
New York
$5.14M -$156K -4,520 -3%
RA
222
RFG Advisory
Alabama
$5.07M -$3.32M -96,402 -41%
LIM
223
Lathrop Investment Management
Arkansas
$5.04M -$22.1K -641 -0.5%
BBPWM
224
Blue Bell Private Wealth Management
Pennsylvania
$5.04M -$16.6K -481 -0.4%
CW
225
Code Waechter
Florida
$5M -$34.9K -1,015 -0.7%
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