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
$1.69B +$41.9M +1,586,972 +3%
Creative Planning
2
Creative Planning
Kansas
$830M +$18.1M +684,597 +2%
HighTower Advisors
3
HighTower Advisors
Illinois
$297M +$14.3M +542,228 +5%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$288M +$54.6M +2,070,689 +25%
MGIA
5
Moneta Group Investment Advisors
Missouri
$266M +$15.8M +600,335 +7%
AA
6
Advisory Alpha
Michigan
$235M +$28.3M +1,072,948 +15%
Cerity Partners
7
Cerity Partners
New York
$168M -$23.9M -904,308 -13%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$166M -$2.79M -105,813 -2%
LWMT
9
Legacy Wealth Management (Tennessee)
Tennessee
$117M -$556K -21,087 -0.5%
JFG
10
JMG Financial Group
Illinois
$92.5M +$11.2M +423,102 +15%
FFA
11
Fragasso Financial Advisors
Pennsylvania
$81.6M -$2.44M -92,329 -3%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$63.6M +$16.2M +615,039 +37%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$61.6M -$6.72M -254,914 -10%
Mariner
14
Mariner
Kansas
$59.9M -$1.37M -51,857 -2%
PCIA
15
Prime Capital Investment Advisors
Kansas
$58M -$23.9M -905,928 -30%
Raymond James Financial
16
Raymond James Financial
Florida
$55.9M -$11.2M -423,930 -18%
SFS
17
Summit Financial Strategies
Ohio
$50.9M -$1.94M -73,369 -4%
WA
18
Waverly Advisors
Alabama
$49.9M -$666K -25,243 -1%
Morgan Stanley
19
Morgan Stanley
New York
$49.7M +$4.99M +189,106 +12%
Ameriprise
20
Ameriprise
Minnesota
$46.1M -$4.61M -174,859 -10%
LPL Financial
21
LPL Financial
California
$45.8M -$384K -14,561 -0.9%
BPA
22
Beacon Pointe Advisors
California
$45.1M +$357K +13,535 +0.8%
Mercer Global Advisors
23
Mercer Global Advisors
Colorado
$44.3M -$759K -28,771 -2%
AWMS
24
Advocacy Wealth Management Services
Georgia
$41.8M -$321K -12,160 -0.8%
GAM
25
Gemmer Asset Management
California
$39.5M -$3.87M -146,543 -9%