We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DC
26
Davenport & Co
Virginia
$34.1M +$2.03M +79,509 +7%
OIA
27
OneDigital Investment Advisors
Kansas
$32.9M -$2.51M -98,283 -8%
AWMS
28
Advocacy Wealth Management Services
Georgia
$32.8M +$3.53M +138,474 +13%
MFT
29
Moisand Fitzgerald Tamayo
Florida
$30.8M +$1.45M +56,664 +5%
SAM
30
Summit Asset Management
Tennessee
$30.1M +$1.17M +45,750 +4%
BCMO
31
Buckingham Capital Management (Ohio)
Ohio
$29.3M +$4.29K +168 +0%
Morgan Stanley
32
Morgan Stanley
New York
$29M -$24.6M -964,935 -47%
CRC
33
Curi RMB Capital
Illinois
$27.2M +$25.6M +1,002,510 New
EWA
34
Exencial Wealth Advisors
Oklahoma
$27M +$2.14M +84,036 +9%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$26.5M +$22.1M +867,297 +796%
MAG
36
Mokosak Advisory Group
Iowa
$26.4M +$780K +30,564 +3%
MWM
37
Modera Wealth Management
New Jersey
$26M -$429K -16,821 -2%
EGWAG
38
Elwood & Goetz Wealth Advisory Group
Georgia
$25.4M +$525K +20,598 +2%
MF
39
Manchester Financial
California
$24.3M +$678K +26,565 +3%
NFW
40
Noble Family Wealth
Florida
$24.1M -$3.12M -122,163 -12%
CWM
41
Campbell Wealth Management
Virginia
$22.1M +$816K +32,010 +4%
SFG
42
Sage Financial Group
Pennsylvania
$21.6M +$263K +10,317 +1%
DAS
43
Dynamic Advisor Solutions
Arizona
$21.5M -$1.02M -40,107 -5%
CAN
44
Cetera Advisor Networks
California
$21.1M +$428K +16,791 +2%
SIC
45
Salem Investment Counselors
North Carolina
$20.4M -$161K -6,330 -0.8%
IA
46
IFP Advisors
Florida
$20.2M -$652K -25,572 -3%
Bank of America
47
Bank of America
North Carolina
$20.1M -$892K -34,959 -5%
HNW
48
High Note Wealth
Minnesota
$19.6M +$6.16M +241,365 +50%
PMG
49
ProVise Management Group
Florida
$19.2M -$1.86M -72,933 -9%
NFG
50
Northeast Financial Group
Pennsylvania
$19.1M +$1.91M +74,856 +12%