We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FPN
51
Financial Planning Navigators
Minnesota
$26.9M -$520K -15,107 -2%
BAM
52
Berkshire Asset Management
Pennsylvania
$26.9M +$525K +15,266 +2%
CAG
53
Compass Advisory Group
New York
$25.3M -$98.4K -2,859 -0.4%
RWM
54
RKL Wealth Management
Pennsylvania
$25.2M -$418K -12,149 -2%
CRC
55
Curi RMB Capital
Illinois
$25.2M -$3.98M -115,713 -14%
BFG
56
Bleakley Financial Group
New Jersey
$24.9M +$1.11M +32,209 +5%
EL
57
Essex LLC
Illinois
$24.8M +$248K +7,197 +1%
LFS
58
Lutz Financial Services
Nebraska
$24.8M -$207K -6,004 -0.9%
NFW
59
Noble Family Wealth
Florida
$24.6M -$164K -4,752 -0.7%
MWM
60
Modera Wealth Management
New Jersey
$24.6M -$1.05M -30,599 -4%
FWP
61
FAS Wealth Partners
Kansas
$24.6M +$1.36M +39,563 +6%
SIC
62
Salem Investment Counselors
North Carolina
$23.7M -$109K -3,179 -0.5%
MCM
63
MAI Capital Management
Ohio
$22.6M +$734K +21,330 +4%
OIA
64
OneDigital Investment Advisors
Kansas
$21M -$75.7K -2,198 -0.4%
PMFA
65
Plante Moran Financial Advisors
Michigan
$20.9M -$1.35M -39,160 -6%
BSB
66
Bangor Savings Bank
Maine
$19.8M -$783K -22,763 -4%
TSWM
67
Triangle Securities Wealth Management
North Carolina
$19.6M -$54.9K -1,596 -0.3%
Goldman Sachs
68
Goldman Sachs
New York
$19.5M +$65.9K +1,915 +0.4%
CFMC
69
Curbstone Financial Management Corp
New Hampshire
$19.1M +$119K +3,468 +0.7%
DP
70
Denver PWM
Colorado
$18.8M +$120K +3,476 +0.7%
FCM
71
Fortis Capital Management
Washington
$18.5M +$491K +14,263 +3%
AMG
72
Asset Management Group
Connecticut
$18.4M -$337K -9,800 -2%
LPAM
73
Lodestar Private Asset Management
California
$18.2M +$782K +22,723 +5%
SFP
74
Sherwood Financial Partners
California
$18.2M -$57.3K -1,665 -0.3%
PAI
75
Pittenger & Anderson Inc
Nebraska
$18M +$906K +26,329 +6%