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
$1.72B -$4.99M -195,729 -0.3%
Creative Planning
2
Creative Planning
Kansas
$825M -$10M -393,036 -1%
HighTower Advisors
3
HighTower Advisors
Illinois
$301M +$4.47M +175,056 +2%
MGIA
4
Moneta Group Investment Advisors
Missouri
$176M +$12.5M +488,424 +8%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$174M -$3.83M -150,348 -2%
Cerity Partners
6
Cerity Partners
New York
$162M -$1.3B -50,876,859 -90%
PCIA
7
Prime Capital Investment Advisors
Kansas
$150M +$9.06M +355,284 +7%
AA
8
Advisory Alpha
Michigan
$140M +$14M +550,125 +12%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$139M +$9.28M +364,017 +8%
UBS Group
10
UBS Group
Switzerland
$127M -$1.19M -46,689 -1%
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$110M -$4.09M -160,170 -4%
JFG
12
JMG Financial Group
Illinois
$79.5M -$2.12M -83,235 -3%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$78.2M +$300K +11,760 +0.4%
Ameriprise
14
Ameriprise
Minnesota
$74.6M +$17.4M +681,564 +33%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$63.7M +$3.56M +139,641 +6%
Mariner
16
Mariner
Kansas
$56.2M +$869K +34,053 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$51.7M -$36K -1,410 -0.1%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$51.3M -$841K -32,970 -2%
SFS
19
Summit Financial Strategies
Ohio
$50.3M +$772K +30,255 +2%
BPA
20
Beacon Pointe Advisors
California
$49M +$2.31M +90,711 +5%
RWM
21
RKL Wealth Management
Pennsylvania
$48.1M +$244K +9,573 +0.5%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$44.3M +$7.91M +310,158 +23%
BBA
23
BLB&B Advisors
Pennsylvania
$43.7M -$1.94M -76,089 -5%
LPL Financial
24
LPL Financial
California
$42.2M -$14.2M -558,495 -26%
GAM
25
Gemmer Asset Management
California
$37.9M -$95.8K -3,756 -0.3%