We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWL
201
Bogart Wealth LLC
Virginia
$3.17M +$455K +20,376 +15%
MCM
202
Mengis Capital Management
Oregon
$3.14M +$81.7K +3,663 +2%
GCP
203
Gill Capital Partners
Colorado
$3.1M +$17.9K +804 +0.5%
PWA
204
Peterson Wealth Advisors
Utah
$3.08M +$1.39M +62,121 +68%
TFS
205
TrustCore Financial Services
Tennessee
$3.06M -$111K -4,959 -3%
JJBC
206
James J. Burns & Company
New York
$3.06M +$3.38M +151,407 New
B
207
Brightworth
Georgia
$3.03M -$238K -10,647 -7%
SAF
208
Smith Anglin Financial
Texas
$3.02M +$729K +32,685 +28%
AMM
209
American Money Management
California
$3.01M +$96.1K +4,308 +3%
AllianceBernstein
210
AllianceBernstein
Tennessee
$3.01M +$108K +4,830 +3%
MA
211
Mutual Advisors
Nebraska
$2.99M -$184K -8,262 -5%
LBC
212
Lowe Brockenbrough & Co
Virginia
$2.97M -$81K -3,630 -2%
BBPWM
213
Blue Bell Private Wealth Management
Pennsylvania
$2.96M +$3.88K +174 +0.1%
Royal Bank of Canada
214
Royal Bank of Canada
Ontario, Canada
$2.95M -$27.8K -1,245 -0.8%
SW
215
Simplicity Wealth
New Jersey
$2.92M -$108K -4,851 -3%
WSTAM
216
Wilbanks Smith & Thomas Asset Management
Virginia
$2.92M -$22.6K -1,011 -0.7%
AI
217
Atria Investments
North Carolina
$2.86M -$3.58M -160,467 -53%
PSIWM
218
Paradigm Strategies in Wealth Management
Minnesota
$2.81M -$51.3K -2,301 -2%
RC
219
Roundview Capital
New Jersey
$2.76M -$8.9K -399 -0.3%
KAS
220
Kestra Advisory Services
Texas
$2.73M +$86.5K +3,876 +3%
NA
221
NewEdge Advisors
Louisiana
$2.73M +$64.9K +2,910 +2%
MAS
222
Madden Advisory Services
Florida
$2.73M -$18.3K -822 -0.6%
VBWMG
223
Von Berge Wealth Management Group
California
$2.67M +$181K +8,124 +7%
MG
224
Mather Group
Illinois
$2.67M +$106K +4,749 +4%
SF
225
Safeguard Financial
Wisconsin
$2.65M -$9.44K -423 -0.3%