We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
201
MUFG Americas
New York
$461K +$73.4K +4,518 +20%
AIA
202
Armor Investment Advisors
North Carolina
$453K +$4.88K +300 +1%
S
203
SignatureFD
Georgia
$445K +$194K +11,916 +81%
SIC
204
Sigma Investment Counselors
Michigan
$437K +$33.5K +2,064 +9%
DG
205
Davidson & Garrard
Virginia
$419K +$8.83K +543 +2%
CIAS
206
Capital Investment Advisory Services
North Carolina
$404K -$61.2K -3,765 -13%
CCMW
207
Cypress Capital Management (Wyoming)
Wyoming
$399K +$108K +6,675 +39%
RPA
208
Rock Point Advisors
Vermont
$394K
CIR
209
Clear Investment Research
Georgia
$390K
OC
210
Oarsman Capital
Wisconsin
$388K -$7.56K -465 -2%
LFAS
211
Level Four Advisory Services
Texas
$383K +$373K +22,920 New
MCWS
212
McKinley Carter Wealth Services
West Virginia
$375K +$105K +6,435 +40%
Calamos Advisors
213
Calamos Advisors
Illinois
$369K +$6.88K +423 +2%
WCM
214
Wealthcare Capital Management
Virginia
$366K
AIM
215
Aspen Investment Management
Michigan
$357K +$3.9K +240 +1%
AG
216
Appleton Group
Wisconsin
$354K +$112K +6,876 +48%
BL
217
Balentine LLC
Georgia
$352K
VC
218
Vicus Capital
Pennsylvania
$347K +$585 +36 +0.2%
DWM
219
Destination Wealth Management
California
$326K -$1.61K -99 -0.5%
FAG
220
Financial Advisory Group
Texas
$308K +$12K +741 +4%
ZIM
221
Zacks Investment Management
Illinois
$304K +$5.27K +324 +2%
Janney Montgomery Scott
222
Janney Montgomery Scott
Pennsylvania
$297K +$289K +17,754 New
EK
223
Evensky & Katz
Florida
$294K -$3.66K -225 -1%
CA
224
Cetera Advisors
Colorado
$291K +$46.1K +2,838 +20%
CWM
225
Cornerstone Wealth Management
Missouri
$284K +$45.5K +2,799 +20%