We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF
SCHM

Name Holding Trade Value Shares
Change 		Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$98.2M +$54.4M +3,113,331 +99%
SWM
2
SVA Wealth Management
Wisconsin
$76.8M +$2.91M +166,518 +4%
AB
3
AT Bancorp
Iowa
$57.8M -$217K -12,435 -0.3%
HSA
4
HBK Sorce Advisory
Pennsylvania
$45.4M -$1.17M -67,077 -2%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$44.5M +$28.5M +1,629,954 +141%
Ameriprise
6
Ameriprise
Minnesota
$44.4M +$5.79M +331,530 +14%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$40.7M +$246K +14,079 +0.6%
BJ
8
Brouwer & Janachowski
California
$34.3M +$15.5K +885 +0%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$32.2M +$9.65M +552,501 +38%
BBA
10
BLB&B Advisors
Pennsylvania
$30M +$6.99M +399,846 +27%
JFG
11
JMG Financial Group
Illinois
$30M +$17.1M +980,433 +109%
UBS Group
12
UBS Group
Switzerland
$26.4M +$4.37M +250,302 +18%
DCM
13
DeGreen Capital Management
Arizona
$25.3M +$2.77M +158,325 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$23.5M -$1.95M -111,342 -7%
SHJ
15
Sharkey, Howes & Javer
Colorado
$23.2M -$7.55M -431,919 -23%
Morgan Stanley
16
Morgan Stanley
New York
$22.1M -$66.5K -3,807 -0.3%
OIA
17
OneDigital Investment Advisors
Kansas
$21.8M -$1.3M -74,190 -5%
MF
18
Manchester Financial
California
$21M +$23M +1,315,290 New
NFG
19
Nadler Financial Group
Illinois
$21M +$174K +9,960 +0.8%
HighTower Advisors
20
HighTower Advisors
Illinois
$20.1M +$12.9M +735,570 +140%
PMG
21
ProVise Management Group
Florida
$20.1M -$652K -37,296 -3%
RWM
22
RKL Wealth Management
Pennsylvania
$19.1M +$1.53M +87,831 +8%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$18.2M +$1.31M +74,730 +7%
UCFA
24
United Capital Financial Advisors
Texas
$15.1M -$484K -27,687 -3%
LPL Financial
25
LPL Financial
California
$14.3M +$868K +49,650 +6%
1
2 3 4 5