We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KIA
201
KCM Investment Advisors
California
$2.15M +$790K +48,465 +65%
FHB
202
First Hawaiian Bank
Hawaii
$2.14M
SWM
203
Stockman Wealth Management
Montana
$2.14M
LWAC
204
Laurel Wealth Advisors (California)
California
$2.12M -$123K -7,530 -6%
CFA
205
Cahill Financial Advisors
Minnesota
$2.1M -$1.56M -95,997 -45%
IWMA
206
Ironwood Wealth Management (Arizona)
Arizona
$2.06M -$748K -45,924 -28%
Stifel Financial
207
Stifel Financial
Missouri
$2.06M -$1.06M -64,824 -36%
SIA
208
Starfire Investment Advisers
Michigan
$2.04M +$2.74K +168 +0.1%
MAS
209
Madden Advisory Services
Florida
$2M -$2.85M -174,864 -61%
COF
210
Capital One Financial
Virginia
$1.99M -$779K -47,817 -30%
DCM
211
DeGreen Capital Management
Arizona
$1.98M -$119K -7,329 -6%
PCMC
212
Private Capital Management (Colorado)
Colorado
$1.98M -$87.2K -5,352 -5%
HB
213
Homrich & Berg
Georgia
$1.95M -$391K -24,000 -18%
CA
214
Cetera Advisors
Colorado
$1.94M +$80.1K +4,914 +5%
WIC
215
Whitegate Investment Counselors
New Hampshire
$1.92M +$6.31K +387 +0.4%
PWM
216
Provident Wealth Management
Tennessee
$1.91M -$106K -6,483 -6%
CCM
217
Cribstone Capital Management
Maine
$1.88M +$1.7M +104,397 +3,480%
JPLA
218
Joseph P. Lucia & Associates
New York
$1.88M -$50.1K -3,072 -3%
BA
219
Bristlecone Advisors
Washington
$1.87M -$638K -39,144 -27%
SWM
220
SeaCrest Wealth Management
New York
$1.86M -$75.6K -4,641 -4%
CWM
221
Chesapeake Wealth Management
Virginia
$1.86M -$847K -51,954 -33%
VCM
222
Vision Capital Management
Oregon
$1.85M +$1.72M +105,390 New
JWA
223
JFS Wealth Advisors
Pennsylvania
$1.85M -$267K -16,353 -13%
VA
224
Valmark Advisers
Ohio
$1.81M +$341K +20,931 +25%
RC
225
Roundview Capital
New Jersey
$1.78M -$59.5K -3,648 -3%