We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$34.5M -$8.42M -364,857 -19%
RWM
27
RKL Wealth Management
Pennsylvania
$34.3M +$857K +37,152 +2%
Morgan Stanley
28
Morgan Stanley
New York
$34M +$8.77M +379,914 +31%
BPA
29
Beacon Pointe Advisors
California
$30M -$1.21M -52,632 -4%
PMG
30
ProVise Management Group
Florida
$28.9M -$1.1M -47,613 -3%
NFG
31
Nadler Financial Group
Illinois
$28.9M +$417K +18,069 +1%
SFS
32
Summit Financial Strategies
Ohio
$26.3M +$408K +17,664 +1%
GAM
33
Gemmer Asset Management
California
$26M +$478K +20,733 +2%
HWA
34
HHM Wealth Advisors
Tennessee
$24.6M +$1.22M +52,791 +5%
PFM
35
Parsec Financial Management
North Carolina
$24.4M -$1.28M -55,641 -5%
CAN
36
Cetera Advisor Networks
California
$23.8M +$3.36M +145,422 +15%
SAM
37
Summit Asset Management
Tennessee
$21.7M +$409K +17,709 +2%
DC
38
Davenport & Co
Virginia
$19.4M +$1.16M +50,157 +6%
Osaic Holdings
39
Osaic Holdings
Arizona
$19.4M -$2.29M -99,072 -10%
Wells Fargo
40
Wells Fargo
California
$18.4M +$2.37M +102,648 +13%
RJA
41
Raymond James & Associates
Florida
$18.1M +$299K +12,957 +2%
SC
42
Savant Capital
Illinois
$18M -$49.7K -2,154 -0.2%
BCMO
43
Buckingham Capital Management (Ohio)
Ohio
$17.8M -$1.17M -50,805 -6%
MAG
44
Mokosak Advisory Group
Iowa
$17.7M +$393K +17,019 +2%
MFT
45
Moisand Fitzgerald Tamayo
Florida
$17.6M +$8.31M +360,030 +75%
SIC
46
Salem Investment Counselors
North Carolina
$17.1M -$1.11M -48,024 -6%
NSAM
47
North Star Asset Management
Wisconsin
$17.1M +$1.7M +73,530 +10%
MI
48
Moneywise Inc
Virginia
$17M +$690K +29,886 +4%
EGWAG
49
Elwood & Goetz Wealth Advisory Group
Georgia
$16M -$1.16M -50,130 -6%
MF
50
Manchester Financial
California
$15.9M -$189K -8,172 -1%