We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
26
RKL Wealth Management
Pennsylvania
$29.9M +$129K +6,975 +0.4%
AA
27
Advisory Alpha
Michigan
$27.6M +$1.24M +66,927 +5%
PMG
28
ProVise Management Group
Florida
$27.5M +$12.3K +663 +0%
Osaic Holdings
29
Osaic Holdings
Arizona
$25.8M +$341K +18,423 +1%
LPL Financial
30
LPL Financial
California
$25.1M +$3.88M +209,385 +18%
AFA
31
Atlanta Financial Associates
Georgia
$24.9M +$1.43M +77,385 +6%
MML Investors Services
32
MML Investors Services
Massachusetts
$24.9M +$115K +6,231 +0.5%
PRS
33
Pinkerton Retirement Specialists
Idaho
$24.2M +$7.35M +397,017 +44%
MGIA
34
Moneta Group Investment Advisors
Missouri
$23.5M +$1.28M +69,279 +6%
NFG
35
Nadler Financial Group
Illinois
$22.2M +$87.8K +4,737 +0.4%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$21.7M +$2.05M +110,484 +10%
Mariner
37
Mariner
Kansas
$20.9M +$191K +10,305 +0.9%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$20.8M +$1.17M +62,985 +6%
FFA
39
Fragasso Financial Advisors
Pennsylvania
$20.3M +$4.88M +263,271 +32%
Morgan Stanley
40
Morgan Stanley
New York
$19.1M -$2.5M -134,907 -12%
HWA
41
HHM Wealth Advisors
Tennessee
$18.8M -$558K -30,114 -3%
SAM
42
Summit Asset Management
Tennessee
$17.6M -$17.9K -966 -0.1%
UCFA
43
United Capital Financial Advisors
Texas
$16.6M -$1.92M -103,908 -10%
FWM
44
Filbrandt Wealth Management
Wisconsin
$15.7M -$69.9K -3,774 -0.4%
GAM
45
Gemmer Asset Management
California
$15.5M +$4.37M +235,638 +39%
FFN
46
Focus Financial Network
Minnesota
$15.3M -$2.09M -113,028 -12%
EHPM
47
Emery Howard Portfolio Management
California
$15M -$113K -6,099 -0.7%
BCMO
48
Buckingham Capital Management (Ohio)
Ohio
$14.7M +$178K +9,624 +1%
Wells Fargo
49
Wells Fargo
California
$14.7M +$565K +30,522 +4%
SFS
50
Summit Financial Strategies
Ohio
$14.3M +$208K +11,217 +1%