We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$5.26M -$63.3K -4,659 -1%
NFG
27
Nadler Financial Group
Illinois
$5.24M +$1.68M +123,837 +46%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$4.74M +$524K +38,577 +12%
FC
29
Financial Consulate
Maryland
$4.6M +$317K +23,370 +7%
HA
30
Harfst & Associates
Wyoming
$4.58M -$62.8K -4,623 -1%
BBA
31
BLB&B Advisors
Pennsylvania
$4.49M +$1.06M +78,099 +30%
GAM
32
Gemmer Asset Management
California
$4.49M +$546K +40,188 +14%
CCM
33
CWH Capital Management
Washington
$4.46M +$894K +65,820 +25%
VFS
34
VSR Financial Services
Kansas
$4.4M -$249K -18,318 -5%
GA
35
Gateway Advisory
New Jersey
$4.38M -$232K -17,085 -5%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$4.38M +$2.8M +206,268 +170%
SI
37
SII Investments
Wisconsin
$4.22M +$4.08M +300,204 +1,880%
SAM
38
Summit Asset Management
Tennessee
$4.09M +$2.03M +149,319 +95%
MAM
39
Marquette Asset Management
Minnesota
$4.08M -$15.6K -1,152 -0.4%
CFMC
40
Curbstone Financial Management Corp
New Hampshire
$4.05M +$2.21M +162,975 +116%
EVM
41
Eaton Vance Management
Massachusetts
$4.03M +$262K +19,275 +7%
SFS
42
Summit Financial Strategies
Ohio
$3.81M +$194K +14,277 +5%
MWM
43
MinichMacGregor Wealth Management
New York
$3.76M +$3.52M +259,452 New
MAS
44
Madden Advisory Services
Florida
$3.54M +$130K +9,609 +4%
AI
45
Atria Investments
North Carolina
$3.38M +$21.1K +1,554 +0.6%
AWM
46
Avior Wealth Management
Nebraska
$3.31M -$227K -16,722 -6%
BCMO
47
Buckingham Capital Management (Ohio)
Ohio
$3.3M +$94.6K +6,969 +3%
VNA
48
Valley National Advisers
Pennsylvania
$3.13M +$547K +40,278 +21%
TCM
49
Tradewinds Capital Management
Washington
$3.11M +$530 +39 +0%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$3.08M -$649K -47,796 -17%