We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
201
Stockman Wealth Management
Montana
$2.54M -$19.8K -1,023 -0.8%
IF
202
Ironwood Financial
Arizona
$2.54M +$26.1K +1,347 +1%
ACM
203
AlphaStar Capital Management
North Carolina
$2.48M +$131K +6,744 +6%
SFA
204
Sequoia Financial Advisors
Ohio
$2.46M -$80K -4,131 -3%
SPA
205
Sentinel Pension Advisors
Massachusetts
$2.44M +$2.36M +121,728 New
BA
206
Ballast Advisors
Minnesota
$2.4M +$2.32M +119,952 New
MCM
207
Mengis Capital Management
Oregon
$2.39M +$62.3K +3,219 +3%
SWM
208
SeaCrest Wealth Management
New York
$2.38M +$120K +6,192 +6%
B
209
Brightworth
Georgia
$2.38M +$136K +7,005 +6%
BW
210
Bison Wealth
Georgia
$2.36M -$103K -5,319 -4%
JWS
211
Juncture Wealth Strategies
Arizona
$2.35M -$38K -1,965 -2%
EWM
212
Evermay Wealth Management
Virginia
$2.34M +$100K +5,169 +5%
WAS
213
Wealth Advisory Solutions
Indiana
$2.34M +$2.26M +116,745 New
WIC
214
Whitegate Investment Counselors
New Hampshire
$2.34M +$23.4K +1,209 +1%
AI
215
Atria Investments
North Carolina
$2.32M +$651K +33,603 +41%
MCM
216
MAI Capital Management
Ohio
$2.31M -$143K -7,371 -6%
SCP
217
Shorepoint Capital Partners
Massachusetts
$2.31M -$119K -6,147 -5%
JPLA
218
Joseph P. Lucia & Associates
New York
$2.29M -$13.7K -705 -0.6%
MIAN
219
Mariner Independent Advisor Network
Kansas
$2.29M -$528K -27,267 -19%
PWM
220
Provident Wealth Management
Tennessee
$2.27M +$2.19M +113,268 New
HI
221
Hudock Inc
Pennsylvania
$2.26M -$24.3K -1,254 -1%
TFS
222
Thoroughbred Financial Services
Tennessee
$2.26M +$37.6K +1,941 +2%
FLPIM
223
F.L. Putnam Investment Management
Massachusetts
$2.23M -$113K -5,838 -5%
CA
224
Cetera Advisors
Colorado
$2.23M +$116K +6,012 +6%
AA
225
Alesco Advisors
New York
$2.23M -$118K -6,102 -5%
7 8
9
10 11