7/24/2025 | Beacon Bridge Wealth Partners LLC | 121,311 | $3.40M | 1.4% | +2.1% | 0.029% | |
7/24/2025 | Stonebridge Financial Group LLC | 38,117 | $1.07M | 0.1% | +2.6% | 0.009% | |
7/24/2025 | IFP Advisors Inc | 784,723 | $22.01M | 0.6% | +1.7% | 0.190% | |
7/24/2025 | Lee Financial Co | 330,387 | $9.27M | 1.3% | +2.1% | 0.080% | |
7/24/2025 | Blair William & Co. IL | 38,962 | $1.09M | 0.0% | +126.1% | 0.009% | |
7/24/2025 | Game Plan Financial Advisors LLC | 153,828 | $4.32M | 1.9% | -13.7% | 0.037% | |
7/24/2025 | US Bancorp DE | 49,725 | $1.40M | 0.0% | +11.3% | 0.012% | |
7/23/2025 | Fulton Breakefield Broenniman LLC | 52,431 | $1.47M | 0.1% | -1.1% | 0.013% | |
7/23/2025 | Columbus Macro LLC | 144,528 | $4.05M | 0.5% | +4.8% | 0.035% | |
7/23/2025 | Values Added Financial LLC | 85,469 | $2.40M | 1.2% | +44.1% | 0.021% | |
Get the Latest News and Ratings for SCHM and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Schwab U.S. Mid-Cap ETF and its competitors with MarketBeat's FREE daily newsletter.
|
7/23/2025 | Peak Financial Management Inc. | 384,713 | $10.79M | 3.1% | +3.2% | 0.093% | |
7/23/2025 | Clear Creek Financial Management LLC | 374,178 | $10.50M | 1.0% | +35.0% | 0.091% | |
7/23/2025 | Richardson Capital Management LLC | 540,858 | $15.17M | 8.0% | +9.9% | 0.131% | |
7/23/2025 | Valmark Advisers Inc. | 108,431 | $3.04M | 0.0% | -1.0% | 0.026% | |
7/23/2025 | LifeSteps Financial Inc. | 91,559 | $2.57M | 1.8% | +17.5% | 0.022% | |
7/23/2025 | Arcataur Capital Management LLC | 141,545 | $3.97M | 1.2% | -0.5% | 0.034% | |
7/23/2025 | Madden Advisory Services Inc. | 155,743 | $4.37M | 1.9% | +1.8% | 0.038% | |
7/23/2025 | Sax Wealth Advisors LLC | 8,064 | $226K | 0.0% | -14.1% | 0.002% | |
7/23/2025 | High Note Wealth LLC | 849,087 | $23.82M | 5.5% | +0.2% | 0.206% | |
7/23/2025 | Independent Solutions Wealth Management LLC | 143,803 | $4.03M | 0.8% | +5.4% | 0.035% | |
7/23/2025 | Kingswood Wealth Advisors LLC | 86,193 | $2.42M | 0.2% | +8.5% | 0.021% | |
7/23/2025 | Roundview Capital LLC | 136,082 | $3.82M | 0.3% | +9.1% | 0.033% | |
7/23/2025 | RMG Wealth Management LLC | 10,780 | $310K | 0.0% | N/A | 0.003% | |
7/23/2025 | Country Club Bank | 12,000 | $335K | 0.0% | -20.0% | 0.003% | |
7/23/2025 | Prime Capital Investment Advisors LLC | 2,066,956 | $57.98M | 0.8% | -30.5% | 0.501% | |
7/22/2025 | D.B. Root & Company LLC | 58,091 | $1.63M | 0.5% | -13.9% | 0.014% | |
7/22/2025 | Relyea Zuckerberg Hanson LLC | 18,009 | $505K | 0.1% | -26.3% | 0.004% | |
7/22/2025 | Belpointe Asset Management LLC | 24,690 | $693K | 0.0% | N/A | 0.006% | |
7/22/2025 | Valley National Advisers Inc. | 388,095 | $10.89M | 1.8% | -2.3% | 0.094% | |
7/22/2025 | Appleton Partners Inc. MA | 13,784 | $387K | 0.0% | +38.7% | 0.003% | |
7/22/2025 | Valeo Financial Advisors LLC | 53,876 | $1.51M | 0.0% | N/A | 0.013% | |
7/22/2025 | Sage Financial Group Inc. | 950,167 | $26.65M | 2.0% | -1.9% | 0.230% | |
7/22/2025 | DAVENPORT & Co LLC | 408,221 | $11.45M | 0.1% | -73.6% | 0.099% | |
7/22/2025 | David Wealth Management LLC | 16,082 | $451K | 0.3% | +44.8% | 0.004% | |
7/22/2025 | Valpey Financial Services LLC | 142,313 | $3.99M | 2.8% | N/A | 0.034% | |
7/22/2025 | Merit Financial Group LLC | 214,398 | $6.01M | 0.1% | +89.4% | 0.052% | |
7/22/2025 | Fortitude Advisory Group L.L.C. | 31,655 | $888K | 0.5% | +5.6% | 0.008% | |
7/22/2025 | Gemmer Asset Management LLC | 1,408,203 | $39.50M | 3.5% | -9.4% | 0.341% | |
7/22/2025 | Carolina Wealth Advisors LLC | 143,819 | $4.03M | 2.0% | -1.2% | 0.035% | |
7/22/2025 | Wealthcare Advisory Partners LLC | 119,336 | $3.35M | 0.1% | +66.8% | 0.029% | |
FREE GUIDE - Ben Stein Prepares For the Next Financial Crisis (Ad) With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing.
Economist Ben Stein—drawing on insights from his own experience and his father’s time advising two U.S. presidents—just released a new report on how to help protect your retirement from the next major crisis. Claim your free copy of “How to Survive the Next Financial Crisis” today |
7/22/2025 | Berger Financial Group Inc | 16,289 | $457K | 0.0% | -6.2% | 0.004% | |
7/22/2025 | Integrated Capital Management LLC | 50,516 | $1.44M | 0.7% | -12.6% | 0.012% | |
7/22/2025 | Noble Family Wealth LLC | 677,169 | $19.00M | 4.6% | +8.8% | 0.164% | |
7/22/2025 | Compass Financial Group INC SD | 89,830 | $2.52M | 0.4% | +9.7% | 0.022% | |
7/22/2025 | Penobscot Investment Management Company Inc. | 9,810 | $275K | 0.0% | -9.8% | 0.002% | |
7/21/2025 | Single Point Partners LLC | 39,495 | $1.11M | 0.2% | +10.5% | 0.010% | |
7/21/2025 | Fortis Capital Advisors LLC | 24,690 | $693K | 0.1% | N/A | 0.006% | |
7/21/2025 | Sage Financial Management Group Inc. | 138,064 | $3.87M | 1.3% | -2.7% | 0.033% | |
7/21/2025 | Creative Capital Management Investments LLC | 1,337 | $38K | 0.0% | N/A | 0.000% | |
7/21/2025 | Ameritas Advisory Services LLC | 25,886 | $726K | 0.0% | -73.8% | 0.006% | |
7/21/2025 | Asset Advisors Investment Management LLC | 76,395 | $2.14M | 0.2% | -16.5% | 0.019% | |
7/21/2025 | Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 12,819 | $360K | 0.0% | -37.8% | 0.003% | |
7/21/2025 | DHJJ Financial Advisors Ltd. | 197,279 | $5.53M | 2.0% | -6.1% | 0.048% | |
7/21/2025 | Warner Financial Inc. | 51,265 | $1.44M | 0.6% | -8.3% | 0.012% | |
7/21/2025 | Exchange Capital Management Inc. | 90,793 | $2.55M | 0.4% | -11.1% | 0.022% | |
7/21/2025 | Capital Planning LLC | 119,240 | $3.35M | 1.1% | +1.9% | 0.029% | |
7/21/2025 | Trinity Legacy Partners LLC | 470,248 | $13.36M | 3.2% | +0.5% | 0.114% | |
7/21/2025 | Investment Planning Advisors Inc. | 8,061 | $226K | 0.1% | N/A | 0.002% | |
7/21/2025 | Red Mountain Financial LLC | 10,039 | $282K | 0.4% | -62.8% | 0.002% | |
7/21/2025 | Patriot Financial Group Insurance Agency LLC | 12,081 | $339K | 0.0% | -3.3% | 0.003% | |
7/21/2025 | Cliftonlarsonallen Wealth Advisors LLC | 99,869 | $2.80M | 0.0% | -17.7% | 0.024% | |
7/18/2025 | Schaeffer Financial LLC | 243,219 | $6.82M | 6.7% | +5.1% | 0.059% | |
7/18/2025 | Warren Street Wealth Advisors LLC | 19,918 | $559K | 0.2% | -1.8% | 0.005% | |
7/18/2025 | Parsons Capital Management Inc. RI | 16,554 | $464K | 0.0% | -2.9% | 0.004% | |
7/18/2025 | Pure Financial Advisors LLC | 193,220 | $5.42M | 0.1% | -2.7% | 0.047% | |
7/18/2025 | RKL Wealth Management LLC | 831,548 | $23.33M | 2.1% | -7.7% | 0.201% | |
7/18/2025 | Cantor Fitzgerald Investment Advisors L.P. | 261,445 | $7.33M | 0.5% | +12.2% | 0.063% | |
7/18/2025 | Newman Dignan & Sheerar Inc. | 155,302 | $4.36M | 1.0% | -5.3% | 0.038% | |
7/18/2025 | Northeast Financial Group Inc. | 843,993 | $23.67M | 6.9% | +2.8% | 0.204% | |
7/18/2025 | Bartlett & CO. Wealth Management LLC | 80,989 | $2.27M | 0.0% | -1.1% | 0.020% | |
7/18/2025 | Lowery Thomas LLC | 31,797 | $892K | 0.6% | -28.7% | 0.008% | |
7/18/2025 | PFG Investments LLC | 19,793 | $555K | 0.0% | +28.5% | 0.005% | |
7/18/2025 | Victrix Investment Advisors | 183,852 | $5.16M | 2.3% | -1.4% | 0.045% | |
7/18/2025 | Truist Financial Corp | 314,685 | $8.83M | 0.0% | +3.4% | 0.076% | |
7/18/2025 | Powers Advisory Group LLC | 169,298 | $4.75M | 2.1% | +2.8% | 0.041% | |
7/18/2025 | Pennsylvania Capital Management Inc. ADV | 31,136 | $873K | 0.3% | +1.9% | 0.008% | |
7/17/2025 | MBA Advisors LLC | 78,409 | $2.20M | 1.0% | -10.8% | 0.019% | |
7/17/2025 | Elwood & Goetz Wealth Advisory Group LLC | 1,026,491 | $28.79M | 6.2% | -5.3% | 0.249% | |
7/17/2025 | Mokosak Advisory Group LLC | 1,079,465 | $30.28M | 8.6% | +2.7% | 0.261% | |
7/17/2025 | Legacy Wealth Management Inc | 4,181,932 | $117.30M | 7.3% | -0.5% | 1.013% | |
7/17/2025 | Greenleaf Trust | 35,007 | $982K | 0.0% | -8.4% | 0.008% | |
7/17/2025 | K2 Financial Inc. | 33,537 | $946K | 0.8% | +8.3% | 0.008% | |
7/17/2025 | Leverty Financial Group LLC | 15,038 | $422K | 0.1% | -70.2% | 0.004% | |
7/17/2025 | White Pine Investment CO | 221,951 | $6.23M | 1.6% | +0.8% | 0.054% | |
7/17/2025 | Summit Financial Strategies Inc. | 1,813,315 | $50.86M | 4.7% | -3.9% | 0.439% | |
7/17/2025 | Gleason Group Inc. | 180,601 | $5.07M | 0.5% | +1.2% | 0.044% | |
7/17/2025 | LexAurum Advisors LLC | 362,032 | $10.16M | 1.6% | +31.6% | 0.088% | |
7/17/2025 | HB Wealth Management LLC | 325,882 | $9.14M | 0.1% | -2.7% | 0.079% | |
7/17/2025 | Kavar Capital Partners Group LLC | 313,097 | $8.78M | 1.3% | +6.4% | 0.076% | |
7/17/2025 | Janney Montgomery Scott LLC | 40,404 | $1.13M | 0.0% | -1.0% | 0.010% | |
The big winner of Crypto week? (Ad) It’s Crypto Week at the White House — and the sector is moving from fringe to full-scale adoption.
With Bitcoin hitting $123,000 and giants like BlackRock and Fidelity pouring in, one expert believes a lesser-known coin could soon be vaulted to the top — possibly even landing in the government’s digital reserve. See the coin positioned to win from Washington’s crypto push |
7/17/2025 | Smith Anglin Financial LLC | 52,088 | $1.46M | 0.1% | -6.5% | 0.013% | |
7/17/2025 | Fifth Third Securities Inc. | 408,154 | $11.45M | 0.9% | -1.1% | 0.099% | |
7/17/2025 | SWS Partners | 75,247 | $2.11M | 0.6% | +2.5% | 0.018% | |
7/17/2025 | Sound Income Strategies LLC | 1,122 | $31K | 0.0% | -68.6% | 0.000% | |
7/17/2025 | Financial Designs Corp | 8,430 | $236K | 0.1% | N/A | 0.002% | |
7/17/2025 | Avior Wealth Management LLC | 334,624 | $9.39M | 0.3% | +0.5% | 0.081% | |
7/17/2025 | Clear Point Advisors Inc. | 31,490 | $883K | 0.7% | -7.5% | 0.008% | |
7/17/2025 | XY Planning Network Inc. | 11,664 | $327K | 0.1% | +10.2% | 0.003% | |
7/17/2025 | Charles Schwab Trust Co | 7,428 | $208K | 0.0% | N/A | 0.002% | |
7/17/2025 | Tiller Private Wealth Inc. | 358,515 | $10.06M | 3.8% | -1.0% | 0.087% | |