We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
26
SII Investments
Wisconsin
$7.7M +$915K +63,300 +14%
UBS Group
27
UBS Group
Switzerland
$7.47M -$13.3K -918 -0.2%
SAM
28
Summit Asset Management
Tennessee
$7.07M +$191K +13,176 +3%
ODCM
29
Old Dominion Capital Management
Virginia
$6.99M +$16K +1,104 +0.2%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$6.9M +$660K +45,642 +11%
SJIM
31
St. Johns Investment Management
Florida
$6.74M -$163K -11,283 -2%
KP
32
Keel Point
Alabama
$6.72M +$460K +31,818 +7%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$6.23M +$2.88M +198,837 +86%
WMG
34
WESCAP Management Group
California
$6.19M -$641K -44,355 -9%
LIM
35
Leavell Investment Management
Alabama
$5.93M -$23.8K -1,647 -0.4%
LCM
36
Leisure Capital Management
California
$5.89M -$67.6K -4,674 -1%
GAM
37
Gemmer Asset Management
California
$5.61M +$474K +32,790 +9%
BFG
38
Bouchey Financial Group
New York
$5.58M -$170K -11,787 -3%
SFS
39
Summit Financial Strategies
Ohio
$5.57M +$407K +28,155 +8%
FC
40
Financial Consulate
Maryland
$4.87M -$53.3K -3,687 -1%
EVM
41
Eaton Vance Management
Massachusetts
$4.79M +$26.8K +1,851 +0.6%
UCFA
42
United Capital Financial Advisors
Texas
$4.71M -$1.22M -84,030 -21%
TSWM
43
Triangle Securities Wealth Management
North Carolina
$4.67M +$813K +56,208 +21%
CFMC
44
Curbstone Financial Management Corp
New Hampshire
$4.62M +$209K +14,448 +5%
KKAMG
45
Kernodle & Katon Asset Management Group
Arkansas
$4.56M -$477K -32,973 -9%
MAM
46
Marquette Asset Management
Minnesota
$4.08M -$252K -17,445 -6%
SFG
47
Sage Financial Group
Pennsylvania
$4.01M +$656K +45,360 +20%
AWM
48
Avior Wealth Management
Nebraska
$3.82M +$56.6K +3,915 +2%
MAS
49
Madden Advisory Services
Florida
$3.71M +$5.68K +393 +0.2%
VNA
50
Valley National Advisers
Pennsylvania
$3.59M +$48.2K +3,330 +1%