We are live on ! Find out more
SCHM icon

Schwab US Mid-Cap ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$405M +$66.9M +3,207,762 +22%
Creative Planning
2
Creative Planning
Kansas
$382M +$1.78M +85,545 +0.5%
FI
3
FormulaFolio Investments
Michigan
$152M +$74.9M +3,590,751 +117%
HighTower Advisors
4
HighTower Advisors
Illinois
$152M +$43.7M +2,097,252 +46%
SWM
5
SVA Wealth Management
Wisconsin
$116M -$1.87M -89,559 -2%
UBS Group
6
UBS Group
Switzerland
$115M +$4.86M +233,211 +5%
Ameriprise
7
Ameriprise
Minnesota
$104M -$5.49M -263,028 -5%
PCIA
8
Prime Capital Investment Advisors
Kansas
$98.3M +$12.7M +609,390 +16%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$85.7M +$3.03M +145,425 +4%
LWMT
10
Legacy Wealth Management (Tennessee)
Tennessee
$78.1M +$1M +47,964 +1%
BBA
11
BLB&B Advisors
Pennsylvania
$76.3M +$6.08M +291,498 +10%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$72.6M -$7.54M -361,482 -10%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$67.3M
JFG
14
JMG Financial Group
Illinois
$60M -$1.59M -76,035 -3%
OIA
15
OneDigital Investment Advisors
Kansas
$55.8M -$18.9K -906 -0%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$54.7M +$6.57M +314,982 +15%
ISG
17
Investment Security Group
Colorado
$53.1M +$661K +31,698 +1%
FMT
18
First Mercantile Trust
Tennessee
$51.7M +$690K +33,078 +1%
BJ
19
Brouwer & Janachowski
California
$46.8M -$601K -28,812 -1%
Wealth Enhancement Advisory Services
20
Wealth Enhancement Advisory Services
Minnesota
$45.3M +$107K +5,130 +0.3%
RM
21
Resource Management
Louisiana
$44.7M +$3.55M +170,127 +9%
PFM
22
Parsec Financial Management
North Carolina
$44.3M -$1.68M -80,688 -4%
HSA
23
HBK Sorce Advisory
Pennsylvania
$42.6M -$4.89M -234,414 -11%
AWS
24
AJ Wealth Strategies
New York
$41.3M +$1.59M +76,260 +4%
RA
25
Reby Advisors
Connecticut
$39.9M +$36.6M +1,756,242 New