We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$52.4M +$644K +18,701 +1%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$52.3M +$4.58M +133,205 +10%
Ameriprise
28
Ameriprise
Minnesota
$46.7M +$824K +23,929 +2%
SAM
29
Summit Asset Management
Tennessee
$46.4M -$335K -9,738 -0.8%
FSAG
30
Financial Solutions Advisory Group
Illinois
$45.7M -$134K -3,901 -0.3%
DAS
31
Dynamic Advisor Solutions
Arizona
$44.2M +$2.05M +59,632 +5%
BBA
32
BLB&B Advisors
Pennsylvania
$44.1M -$727K -21,123 -2%
SFS
33
Summit Financial Strategies
Ohio
$41.7M -$5.2M -151,033 -12%
Focus Partners Wealth
34
Focus Partners Wealth
Massachusetts
$41.7M +$10M +290,462 +35%
MAG
35
Mokosak Advisory Group
Iowa
$41.7M -$196K -5,697 -0.5%
CPIG
36
Chicago Partners Investment Group
Illinois
$38.6M +$2.73M +79,204 +8%
SFG
37
Sage Financial Group
Pennsylvania
$37.1M +$716K +20,799 +2%
Bank of America
38
Bank of America
North Carolina
$35.6M +$3.3M +95,891 +11%
HNW
39
High Note Wealth
Minnesota
$33.8M +$438K +12,732 +1%
BlackRock
40
BlackRock
New York
$32.7M +$9.58M +278,274 +46%
Mercer Global Advisors
41
Mercer Global Advisors
Colorado
$32.2M +$267K +7,753 +0.9%
CL
42
Choreo LLC
Illinois
$32.1M -$519K -15,074 -2%
GAM
43
Gemmer Asset Management
California
$31.8M -$747K -21,712 -2%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$31M -$2.88M -83,800 -9%
Corient Private Wealth
45
Corient Private Wealth
Florida
$30.3M -$225K -6,542 -0.8%
JIC
46
Johnson Investment Counsel
Ohio
$30.1M +$5.44M +158,146 +24%
IA
47
IFP Advisors
Florida
$28.6M +$8.85K +257 +0%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$28.4M +$357K +10,366 +1%
SFA
49
Seneca Financial Advisors
New York
$28.3M +$233K +6,778 +0.9%
Osaic Holdings
50
Osaic Holdings
Arizona
$28.3M +$3.5M +101,552 +15%