We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
26
HBK Sorce Advisory
Pennsylvania
$43.2M -$1.1M -42,723 -3%
RWM
27
RKL Wealth Management
Pennsylvania
$40.6M -$185K -7,152 -0.5%
LPL Financial
28
LPL Financial
California
$40.3M +$2.52M +97,569 +7%
PFM
29
Parsec Financial Management
North Carolina
$40.3M -$6.79M -262,719 -15%
PMG
30
ProVise Management Group
Florida
$38.6M -$143K -5,535 -0.4%
MML Investors Services
31
MML Investors Services
Massachusetts
$34.6M -$1.54M -59,595 -4%
NFG
32
Nadler Financial Group
Illinois
$34M +$1.12M +43,431 +3%
Morgan Stanley
33
Morgan Stanley
New York
$33.2M -$4.18M -161,862 -11%
Mariner
34
Mariner
Kansas
$32.2M -$324K -12,543 -1%
SFS
35
Summit Financial Strategies
Ohio
$28.6M +$5.56M +215,298 +24%
PRS
36
Pinkerton Retirement Specialists
Idaho
$28.2M +$160K +6,204 +0.6%
HWA
37
HHM Wealth Advisors
Tennessee
$26.9M +$1.87M +72,276 +8%
SAM
38
Summit Asset Management
Tennessee
$25.3M +$680K +26,334 +3%
TCM
39
Tradewinds Capital Management
Washington
$24.7M +$9.17M +355,125 +60%
GAM
40
Gemmer Asset Management
California
$24M +$1.89M +73,083 +9%
HI
41
Harbour Investments
Wisconsin
$22.5M +$3.02M +116,883 +16%
FWM
42
Filbrandt Wealth Management
Wisconsin
$22.2M +$7.59K +294 +0%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$22.1M +$820K +31,731 +4%
BCMO
44
Buckingham Capital Management (Ohio)
Ohio
$21.6M +$729K +28,227 +4%
SIC
45
Salem Investment Counselors
North Carolina
$20.3M +$484K +18,729 +2%
EHPM
46
Emery Howard Portfolio Management
California
$20.3M -$331K -12,831 -2%
Wells Fargo
47
Wells Fargo
California
$20.2M -$11.6M -450,522 -37%
Bank of America
48
Bank of America
North Carolina
$20M +$15.5M +601,473 +367%
MAG
49
Mokosak Advisory Group
Iowa
$20M +$17.4K +672 +0.1%
RJA
50
Raymond James & Associates
Florida
$19.9M -$188K -7,278 -0.9%