Who owns Sch Us Mid-cap Etf etf?
- Ticker: SCHM
- CUSIP Number: 808524508
Tip: Access positions for across all investors
Analyze quarterly positions in Sch Us Mid-cap Etf etf with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Sch Us Mid-cap Etf etf this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Financial Engines Advisors L.L.C | 21M | $1.4B | 9% | Sep 2023 |
|
HPM Partners | 19M | $145M | 1509% | Dec 2023 |
|
Creative Planning | 10M | $773M | 0% | Dec 2023 |
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HighTower Advisors | 3.6M | $274M | 2% | Dec 2023 |
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Wealth Enhancement Advisory Services | 2.2M | $165M | -10% | Dec 2023 |
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Moneta Group Investment Advisors | 2.0M | $150M | 8% | Dec 2023 |
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Prime Capital Investment Advisors | 1.7M | $130M | 0% | Dec 2023 |
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UBS Group | 1.6M | $118M | -2% | Dec 2023 |
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Advisory Alpha | 1.5M | $115M | 3% | Dec 2023 |
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Legacy Wealth Management | 1.4M | $106M | 2% | Dec 2023 |
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Northwestern Mutual Wealth Management Company | 1.3M | $86M | 2% | Sep 2023 |
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JMG Financial Group | 1.0M | $76M | 6% | Dec 2023 |
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Fragasso | 957k | $72M | -6% | Dec 2023 |
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Ameriprise Financial | 780k | $53M | 17% | Sep 2023 |
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Envestnet Asset Management | 757k | $51M | -12% | Sep 2023 |
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Thrivent Financial for Lutherans | 746k | $51M | 47% | Sep 2023 |
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LPL Financial | 738k | $50M | 5% | Sep 2023 |
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Mariner Wealth Advisors | 679k | $51M | 1% | Dec 2023 |
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Raymond James Financial Services Advisors | 636k | $48M | -36% | Dec 2023 |
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Resources Investment Advisors | 612k | $41M | -8% | Sep 2023 |
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Kuntz Lesher Capital | 587k | $44M | 0% | Dec 2023 |
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Summit Financial Strategies | 586k | $40M | 3% | Sep 2023 |
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HHM Wealth Advisors | 574k | $39M | 4% | Sep 2023 |
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Beacon Pointe Advisors | 571k | $43M | -1% | Dec 2023 |
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BLB^B Advisors | 562k | $42M | -7% | Dec 2023 |
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Mercer Global Advisors | 520k | $39M | -1% | Dec 2023 |
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Gemmer Asset Management | 467k | $35M | 2% | Dec 2023 |
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Sheets Smith Wealth Management | 448k | $1.8M | 1864% | Dec 2023 |
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Davenport & Co | 392k | $30M | 5% | Dec 2023 |
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Buckingham Capital Management | 360k | $27M | -2% | Dec 2023 |
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Moisand Fitzgerald Tamayo | 359k | $27M | 17% | Dec 2023 |
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Advocacy Wealth Management Services | 357k | $27M | 100% | Dec 2023 |
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Summit Asset Management | 355k | $27M | 2% | Dec 2023 |
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Noble Family Wealth | 337k | $25M | -1% | Dec 2023 |
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Morgan Stanley | 335k | $23M | 0% | Sep 2023 |
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Curi Wealth Management | 330k | $25M | 7% | Dec 2023 |
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Modera Wealth Management | 325k | $25M | -2% | Dec 2023 |
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Mokosak Advisory Group | 314k | $24M | 2% | Dec 2023 |
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Elwood & Goetz Wealth Advisory Group | 305k | $23M | 0% | Dec 2023 |
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Manchester Financial | 290k | $22M | -1% | Dec 2023 |
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Burns Wealth Management | 279k | $19M | 9% | Sep 2023 |
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Dynamic Advisors Solutions | 277k | $20M | 11% | Dec 2023 |
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HBK Sorce Advisory | 276k | $21M | -62% | Dec 2023 |
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Sage Financial | 262k | $20M | 14% | Dec 2023 |
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Campbell Wealth Management | 261k | $20M | 2% | Dec 2023 |
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ProVise Management Group | 260k | $20M | -8% | Dec 2023 |
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Bank of America Corporation | 259k | $20M | 15% | Dec 2023 |
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IFP Advisors | 257k | $19M | 4% | Dec 2023 |
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Financial Network Investment Corporation | 255k | $17M | 6% | Sep 2023 |
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Salem Investment Counselors | 253k | $19M | -3% | Dec 2023 |
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Strategic Investment Solutions | 237k | $17M | 6233% | Sep 2023 |
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CI Private Wealth | 231k | $17M | 2% | Dec 2023 |
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Newton One Investments | 227k | $17M | 4% | Dec 2023 |
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Commonwealth Equity Services | 225k | $17M | -1% | Dec 2023 |
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Cambridge Investment Research Advisors | 223k | $17M | -3% | Dec 2023 |
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Trust Point | 221k | $17M | 100% | Dec 2023 |
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Bangor Savings Bank | 219k | $17M | 0% | Dec 2023 |
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Jones Financial Companies, L.L | 213k | $14M | 0% | Sep 2023 |
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Northeast Financial Group | 209k | $16M | 13% | Dec 2023 |
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Marshall Financial Group | 208k | $16M | 1% | Dec 2023 |
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Moneywise | 205k | $16M | -14% | Dec 2023 |
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Lutz Financial Services | 203k | $15M | 11% | Dec 2023 |
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Jpmorgan Chase & Co | 198k | $15M | 755% | Dec 2023 |
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Bleakley Financial Group | 197k | $15M | 5% | Dec 2023 |
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Sawtooth Asset Management | 197k | $15M | 5% | Dec 2023 |
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Asset Managment | 196k | $13M | -2% | Sep 2023 |
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First Republic Investment Management | 190k | $13M | -2% | Sep 2023 |
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Wells Fargo & Company | 188k | $14M | -22% | Dec 2023 |
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Asset Advisors Investment Management | 186k | $14M | -2% | Dec 2023 |
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Savant Capital Management | 185k | $14M | -6% | Dec 2023 |
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Curbstone Financial Management | 183k | $14M | 0% | Dec 2023 |
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Financial Advisory Service | 178k | $13M | 1% | Dec 2023 |
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Raymond James & Associates | 177k | $13M | -26% | Dec 2023 |
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Vista Private Wealth Partners | 172k | $12M | -28% | Sep 2023 |
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Focus Financial Network | 171k | $13M | 100% | Dec 2023 |
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First National Corp | 170k | $13M | -2% | Dec 2023 |
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Chicago Partners Investment | 169k | $13M | 12% | Dec 2023 |
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Berkshire Asset Management | 169k | $13M | 16% | Dec 2023 |
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Larson Financial Group | 168k | $13M | 9% | Dec 2023 |
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Harbor Group | 168k | $13M | -1% | Dec 2023 |
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Financial Consulate | 167k | $13M | -42% | Dec 2023 |
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Opal Wealth Advisors | 167k | $13M | -2% | Dec 2023 |
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Goldman Sachs Group | 166k | $13M | 4% | Dec 2023 |
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Pittenger & Anderson | 164k | $12M | 0% | Dec 2023 |
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Kohmann Bosshard Financial Services | 164k | $12M | -2% | Dec 2023 |
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Omega Financial Group | 162k | $12M | -1% | Dec 2023 |
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Triangle Securities Wealth Management | 161k | $12M | 0% | Dec 2023 |
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High Note Wealth | 160k | $12M | 2% | Dec 2023 |
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Blue Square Asset Management | 160k | $12M | 32% | Dec 2023 |
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Johnson Investment Counsel | 159k | $12M | 0% | Dec 2023 |
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Leavell Investment Management | 159k | $12M | -3% | Dec 2023 |
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Advisor Group Holdings | 159k | $12M | -16% | Dec 2023 |
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Essex | 158k | $12M | 53% | Dec 2023 |
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Milestone Investment Advisors | 156k | $12M | -5% | Dec 2023 |
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Trinity Legacy Partners | 154k | $12M | 16% | Dec 2023 |
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Kavar Capital Partners Group | 151k | $11M | 115% | Dec 2023 |
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Mml Investors Services | 148k | $10M | 2% | Sep 2023 |
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Valley National Advisers | 144k | $9.6M | 1% | Dec 2023 |
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Vantage Financial Partners | 144k | $11M | 14% | Dec 2023 |
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Captrust Financial Advisors | 144k | $11M | -11% | Dec 2023 |
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Fifth Third Securities | 141k | $9.5M | 1% | Sep 2023 |
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Towercrest Capital Management | 140k | $11M | 1% | Dec 2023 |
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Alliance Wealth Management | 140k | $11M | -3% | Dec 2023 |
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Courage Miller Partners | 136k | $10M | 4% | Dec 2023 |
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Spinnaker Investment Group | 133k | $10M | -1% | Dec 2023 |
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St. Johns Investment Management Company | 133k | $10M | -1% | Dec 2023 |
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Pacific Sage Partners | 131k | $9.9M | 7% | Dec 2023 |
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Whittier Trust Co. of Nevada | 127k | $9.5M | 17% | Dec 2023 |
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Pring Turner Capital | 125k | $8.5M | 91% | Sep 2023 |
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Bush Investment Group | 125k | $9.3M | 100% | Dec 2023 |
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Bsc Private Wealth Management | 125k | $9.4M | 2% | Dec 2023 |
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Peak Financial Management | 123k | $9.2M | -1% | Dec 2023 |
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Arbor Trust Wealth Advisors | 123k | $9.2M | 2% | Dec 2023 |
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Pillar Wealth Advisors | 122k | $9.2M | -8% | Dec 2023 |
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North Star Asset Management | 122k | $9.2M | 1% | Dec 2023 |
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Youngs Advisory | 121k | $9.1M | 0% | Dec 2023 |
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Nadler Financial | 118k | $8.9M | 1% | Dec 2023 |
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Rockefeller Capital Management | 117k | $8.8M | 2% | Dec 2023 |
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Lincoln Capital | 114k | $8.6M | 1% | Dec 2023 |
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Lee Financial | 113k | $8.5M | 6% | Dec 2023 |
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Schaeffer Financial | 112k | $8.5M | 100% | Dec 2023 |
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HB Wealth Management | 111k | $8.3M | 0% | Dec 2023 |
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Fortis Capital Management | 110k | $8.3M | 1% | Dec 2023 |
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Cresset Asset Management | 109k | $7.3M | 8% | Sep 2023 |
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Anchor Investment Management | 108k | $8.2M | 0% | Dec 2023 |
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Sightline Wealth Advisors | 108k | $8.1M | 2% | Dec 2023 |
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Patriot Investment Management | 108k | $8.1M | -2% | Dec 2023 |
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Cary Street Partner Investment Advisory | 107k | $8.0M | -14% | Dec 2023 |
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Nelson, Van Denburg & Campbell Wealth Management | 104k | $7.8M | 0% | Dec 2023 |
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Benjamin F. Edwards & Company | 103k | $7.7M | 5% | Dec 2023 |
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Rainsberger Wealth Advisors | 102k | $7.7M | -1% | Dec 2023 |
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Gradient Capital Advisors | 101k | $7.6M | 1% | Dec 2023 |
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Strategic Family Wealth Counselors | 100k | $7.6M | 3% | Dec 2023 |
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Meridian Wealth Partners | 98k | $6.7M | -1% | Sep 2023 |
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Buckingham Asset Management | 98k | $7.4M | -3% | Dec 2023 |
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CWM | 96k | $7.2M | 5% | Dec 2023 |
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Lodestar Private Asset Management | 96k | $7.2M | 15% | Dec 2023 |
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Horizon Financial Services | 95k | $7.2M | -1% | Dec 2023 |
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Money Concepts Capital Corp | 95k | $7.1M | -8% | Dec 2023 |
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Branch Banking & Trust Company | 94k | $7.1M | -1% | Dec 2023 |
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Brand Asset Management Group | 94k | $7.0M | 1% | Dec 2023 |
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DHJJ Financial Advisors | 93k | $7.0M | 0% | Dec 2023 |
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Sentinel Pension Advisors | 91k | $6.8M | 1% | Dec 2023 |
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Baird Financial | 90k | $6.8M | 5% | Dec 2023 |
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RE Dickinson Investment Advisors | 90k | $6.1M | -1% | Sep 2023 |
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MAI Wealth Advisors | 90k | $6.7M | -1% | Dec 2023 |
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Northern Capital Management | 89k | $6.0M | -9% | Sep 2023 |
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Black Diamond Financial | 89k | $6.7M | 0% | Dec 2023 |
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Berger Financial Group | 88k | $6.7M | 6% | Dec 2023 |
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Smithbridge Asset Management | 87k | $6.6M | -2% | Dec 2023 |
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Meridian Wealth Management | 80k | $6.0M | -50% | Dec 2023 |
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Miracle Mile Advisors | 78k | $5.9M | -19% | Dec 2023 |
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Valley Forge Investment Consultants Inc Adv | 72k | $5.4M | -24% | Dec 2023 |
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Brookstone Capital Management | 62k | $4.6M | -82% | Dec 2023 |
|
Koshinski Asset Management | 14k | $1.1M | -92% | Dec 2023 |
|
Who sold out of Sch Us Mid-cap Etf etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Lido Advisors | Sep 2023 | 331k | $22M |
TrueNorth | Sep 2023 | 150k | $10M |
New York Life Investment Management | Sep 2023 | 96k | $6.5M |