We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PMG
26
ProVise Management Group
Florida
$19.9M -$304K -16,611 -1%
FI
27
FormulaFolio Investments
Michigan
$19.4M -$20.3M -1,109,313 -45%
NFG
28
Nadler Financial Group
Illinois
$18.2M -$1.82M -99,645 -7%
MML Investors Services
29
MML Investors Services
Massachusetts
$17.3M +$1.11M +60,453 +5%
Morgan Stanley
30
Morgan Stanley
New York
$17.2M +$4.3M +235,095 +24%
Osaic Holdings
31
Osaic Holdings
Arizona
$17.2M +$208M +11,343,078 New
LFA
32
Lighthouse Financial Advisors
Maryland
$17M +$4.93M +269,394 +28%
LPL Financial
33
LPL Financial
California
$16.3M -$400K -21,837 -2%
Mariner
34
Mariner
Kansas
$15.9M +$672K +36,684 +3%
PRS
35
Pinkerton Retirement Specialists
Idaho
$15.3M -$6.86M -374,886 -26%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$14.8M +$455K +24,870 +2%
MGIA
37
Moneta Group Investment Advisors
Missouri
$14.8M +$5.96M +325,749 +45%
UCFA
38
United Capital Financial Advisors
Texas
$14.6M +$453K +24,720 +2%
FFN
39
Focus Financial Network
Minnesota
$14.4M -$2.72M -148,302 -13%
HWA
40
HHM Wealth Advisors
Tennessee
$14.2M +$2.37M +129,372 +15%
AFA
41
Atlanta Financial Associates
Georgia
$14.1M +$18.4M +1,003,755 New
RM
42
Resource Management
Louisiana
$13.7M +$13.8M +756,348 +348%
SAM
43
Summit Asset Management
Tennessee
$13.3M +$345K +18,843 +2%
EHPM
44
Emery Howard Portfolio Management
California
$12.8M +$476K +26,016 +3%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$12.6M -$13.3M -728,301 -45%
Wells Fargo
46
Wells Fargo
California
$12.3M -$2.24M -122,172 -12%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$11.8M -$3.12M -170,616 -17%
LIM
48
Leavell Investment Management
Alabama
$11.2M +$124K +6,759 +0.9%
SFS
49
Summit Financial Strategies
Ohio
$11.1M -$170K -9,279 -1%
CCM
50
CWH Capital Management
Washington
$11.1M +$206K +11,229 +1%