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 | 26M | $1.7B | 23% | Sep 2024 |
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Creative Planning | 9.8M | $817M | -2% | Sep 2024 |
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Moneta Group Investment Advisors | 7.2M | $199M | 222% | Sep 2024 |
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HighTower Advisors | 3.2M | $247M | -14% | Jun 2024 |
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Northwestern Mutual Wealth Management Company | 2.4M | $197M | 4% | Sep 2024 |
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HPM Partners | 2.3M | $188M | 15% | Sep 2024 |
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Wealth Enhancement Advisory Services | 2.1M | $161M | -3% | Jun 2024 |
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Advisory Alpha | 1.9M | $161M | 5% | Sep 2024 |
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Legacy Wealth Management | 1.4M | $114M | 2% | Sep 2024 |
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Fragasso | 1.1M | $92M | 8% | Sep 2024 |
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JMG Financial Group | 971k | $81M | 0% | Sep 2024 |
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Envestnet Asset Management | 753k | $63M | -3% | Sep 2024 |
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Prime Capital Investment Advisors | 727k | $60M | -5% | Sep 2024 |
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Mariner Wealth Advisors | 707k | $59M | 2% | Sep 2024 |
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Raymond James Financial Services Advisors | 660k | $55M | 2% | Sep 2024 |
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Summit Financial Strategies | 658k | $55M | 2% | Sep 2024 |
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Chicago Partners Investment | 616k | $17M | 218% | Sep 2024 |
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Thrivent Financial for Lutherans | 584k | $49M | 7% | Sep 2024 |
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Kuntz Lesher Capital | 573k | $48M | -3% | Sep 2024 |
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Beacon Pointe Advisors | 566k | $47M | -6% | Sep 2024 |
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LPL Financial | 540k | $45M | 5% | Sep 2024 |
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Mercer Global Advisors | 500k | $39M | -2% | Jun 2024 |
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Gemmer Asset Management | 489k | $41M | 2% | Sep 2024 |
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BLB^B Advisors | 474k | $39M | -6% | Sep 2024 |
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Davenport & Co | 463k | $38M | 5% | Sep 2024 |
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Trinity Legacy Partners | 437k | $12M | 217% | Sep 2024 |
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Advocacy Wealth Management Services | 413k | $34M | -1% | Sep 2024 |
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Summit Asset Management | 397k | $33M | 3% | Sep 2024 |
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Resources Investment Advisors | 379k | $32M | -3% | Sep 2024 |
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Buckingham Capital Management | 362k | $30M | 0% | Sep 2024 |
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Burns Wealth Management | 351k | $29M | 6% | Sep 2024 |
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Tradewinds Capital Management | 344k | $29M | 3072% | Sep 2024 |
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Morgan Stanley | 344k | $27M | -4% | Jun 2024 |
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Mokosak Advisory Group | 342k | $28M | 5% | Sep 2024 |
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RMB Capital Management | 340k | $28M | 0% | Sep 2024 |
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Dynamic Advisors Solutions | 328k | $27M | 5% | Sep 2024 |
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Elwood & Goetz Wealth Advisory Group | 324k | $25M | 4% | Jun 2024 |
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Cetera Investment Advisers | 312k | $24M | -4% | Jun 2024 |
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Jones Financial Companies, L.L | 311k | $26M | 36% | Sep 2024 |
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Modera Wealth Management | 310k | $26M | -2% | Sep 2024 |
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Campbell Wealth Management | 295k | $25M | 100% | Sep 2024 |
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Manchester Financial | 294k | $24M | -3% | Sep 2024 |
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Sage Financial | 276k | $23M | 1% | Sep 2024 |
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CI Private Wealth | 276k | $23M | 47% | Sep 2024 |
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Newman Dignan & Sheerar | 268k | $7.5M | 211% | Sep 2024 |
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High Note Wealth | 266k | $22M | 3% | Sep 2024 |
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Northeast Financial Group | 262k | $22M | 7% | Sep 2024 |
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Bank of America Corporation | 253k | $21M | -2% | Sep 2024 |
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IFP Advisors | 250k | $20M | 1% | Jun 2024 |
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Noble Family Wealth | 244k | $20M | -5% | Sep 2024 |
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Kestra Advisory Services | 240k | $20M | -9% | Sep 2024 |
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Salem Investment Counselors | 240k | $20M | -1% | Sep 2024 |
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Cambridge Investment Research Advisors | 237k | $20M | 9% | Sep 2024 |
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Newton One Investments | 233k | $19M | 1% | Sep 2024 |
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Trust Point | 226k | $19M | 3% | Sep 2024 |
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Marshall Financial Group | 214k | $18M | 1% | Sep 2024 |
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Commonwealth Equity Services | 213k | $18M | 0% | Sep 2024 |
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Colony | 209k | $17M | 378% | Sep 2024 |
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Koshinski Asset Management | 209k | $17M | 3% | Sep 2024 |
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Bangor Savings Bank | 207k | $17M | -2% | Sep 2024 |
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Vista Private Wealth Partners | 205k | $17M | 3% | Sep 2024 |
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Essex | 194k | $16M | 10% | Sep 2024 |
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Bleakley Financial Group | 191k | $16M | -9% | Sep 2024 |
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Lutz Financial Services | 188k | $16M | -1% | Sep 2024 |
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Asset Managment | 187k | $16M | -2% | Sep 2024 |
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Jpmorgan Chase & Co | 187k | $16M | -7% | Sep 2024 |
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Financial Advisory Service | 185k | $15M | 1% | Sep 2024 |
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Johnson Investment Counsel | 184k | $15M | 3% | Sep 2024 |
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ProVise Management Group | 179k | $15M | -10% | Sep 2024 |
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Curbstone Financial Management | 177k | $15M | -4% | Sep 2024 |
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Savant Capital Management | 175k | $15M | -1% | Sep 2024 |
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Raymond James & Associates | 174k | $15M | 6% | Sep 2024 |
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HHM Wealth Advisors | 173k | $14M | -3% | Sep 2024 |
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Richardson Capital Management | 170k | $14M | 2% | Sep 2024 |
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Focus Financial Network | 167k | $14M | -4% | Sep 2024 |
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Triangle Securities Wealth Management | 166k | $13M | 2% | Jun 2024 |
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Pittenger & Anderson | 164k | $14M | 0% | Sep 2024 |
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Harbor Group | 164k | $14M | -1% | Sep 2024 |
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HBK Sorce Advisory | 163k | $14M | -8% | Sep 2024 |
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Wells Fargo & Company | 162k | $13M | -3% | Sep 2024 |
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First National Corp | 160k | $13M | 5% | Sep 2024 |
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Goldman Sachs Group | 157k | $12M | -10% | Jun 2024 |
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Larson Financial Group | 155k | $13M | -2% | Sep 2024 |
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Diversify Wealth Management | 154k | $4.3M | 100% | Sep 2024 |
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Pacific Sage Partners | 152k | $13M | 7% | Sep 2024 |
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Omega Financial Group | 146k | $12M | -6% | Sep 2024 |
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Fifth Third Securities | 146k | $12M | -3% | Sep 2024 |
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Spinnaker Investment Group | 143k | $12M | 4% | Sep 2024 |
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Leavell Investment Management | 141k | $12M | -4% | Sep 2024 |
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Courage Miller Partners | 139k | $12M | 1% | Sep 2024 |
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Mml Investors Services | 138k | $11M | 0% | Sep 2024 |
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Milestone Investment Advisors | 137k | $11M | -4% | Sep 2024 |
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St. Johns Investment Management Company | 135k | $11M | 0% | Sep 2024 |
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Alliance Wealth Management | 132k | $10M | -3% | Jun 2024 |
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Advisor Group Holdings | 131k | $11M | -9% | Sep 2024 |
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Bsc Private Wealth Management | 130k | $11M | 4% | Sep 2024 |
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Hartland & Co | 130k | $11M | 3% | Sep 2024 |
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Bush Investment Group | 128k | $11M | 1% | Sep 2024 |
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Arbor Trust Wealth Advisors | 128k | $10M | 0% | Sep 2024 |
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Towercrest Capital Management | 126k | $11M | -4% | Sep 2024 |
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Valley National Advisers | 124k | $8.3M | -18% | Sep 2024 |
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Peak Financial Management | 124k | $10M | 1% | Sep 2024 |
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Whittier Trust Co. of Nevada | 124k | $10M | -2% | Sep 2024 |
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North Star Asset Management | 122k | $10M | 1% | Sep 2024 |
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Rockefeller Capital Management | 119k | $9.3M | 7% | Jun 2024 |
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Youngs Advisory | 118k | $9.8M | 3% | Sep 2024 |
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Christensen, King & Associates Investment Services | 118k | $9.8M | -2% | Sep 2024 |
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Nadler Financial | 117k | $9.7M | 0% | Sep 2024 |
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Fortis Capital Management | 116k | $9.6M | 1% | Sep 2024 |
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Von Berge Wealth Management Group | 115k | $3.3M | 148% | Sep 2024 |
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Lodestar Private Asset Management | 115k | $9.5M | 12% | Sep 2024 |
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Sightline Wealth Advisors | 114k | $9.5M | 1% | Sep 2024 |
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Lincoln Capital | 114k | $8.8M | 1% | Jun 2024 |
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Strategic Family Wealth Counselors | 113k | $9.4M | 2% | Sep 2024 |
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Captrust Financial Advisors | 112k | $9.3M | 1% | Sep 2024 |
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Lee Financial | 112k | $8.7M | -1% | Jun 2024 |
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HB Wealth Management | 111k | $9.2M | 0% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 110k | $9.2M | 0% | Sep 2024 |
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Blue Square Asset Management | 108k | $9.0M | 3% | Sep 2024 |
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Clear Creek Financial Management | 107k | $8.9M | 4% | Sep 2024 |
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Pring Turner Capital | 106k | $8.3M | -2% | Jun 2024 |
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Schaeffer Financial | 106k | $8.8M | 1% | Sep 2024 |
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Kohmann Bosshard Financial Services | 104k | $8.6M | -3% | Sep 2024 |
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Brown Wealth Management | 104k | $8.1M | 5% | Jun 2024 |
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Moisand Fitzgerald Tamayo | 103k | $8.5M | -74% | Sep 2024 |
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Money Concepts Capital Corp | 102k | $8.5M | 0% | Sep 2024 |
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RE Dickinson Investment Advisors | 102k | $8.5M | 3% | Sep 2024 |
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Gradient Capital Advisors | 102k | $8.5M | 1% | Sep 2024 |
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Patriot Investment Management | 101k | $8.4M | 0% | Sep 2024 |
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Horizon Financial Services | 100k | $7.8M | 3% | Jun 2024 |
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Cary Street Partner Investment Advisory | 99k | $8.2M | -2% | Sep 2024 |
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Townsquare Capital | 98k | $8.1M | -20% | Sep 2024 |
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Buckingham Asset Management | 97k | $7.5M | -2% | Jun 2024 |
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Branch Banking & Trust Company | 96k | $7.4M | -1% | Jun 2024 |
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Benjamin Edwards | 95k | $7.9M | 9262% | Sep 2024 |
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Brand Asset Management Group | 95k | $7.9M | -3% | Sep 2024 |
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Visionary Wealth Advisors | 95k | $7.9M | 0% | Sep 2024 |
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Private Advisor | 94k | $7.8M | 35% | Sep 2024 |
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Benjamin F. Edwards & Company | 92k | $7.2M | -2% | Jun 2024 |
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Meridian Wealth Partners | 92k | $7.6M | -5% | Sep 2024 |
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Sunbelt Securities | 91k | $7.6M | 2% | Sep 2024 |
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Ausdal Financial Partners | 90k | $7.4M | 3% | Sep 2024 |
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Missouri Trust & Investment | 89k | $7.4M | 38% | Sep 2024 |
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Valley Forge Investment Consultants Inc Adv | 88k | $6.9M | -4% | Jun 2024 |
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Black Diamond Financial | 88k | $7.3M | -1% | Sep 2024 |
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Voisard Asset Management Group | 88k | $7.3M | 3% | Sep 2024 |
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CWM | 88k | $7.3M | -1% | Sep 2024 |
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MAI Wealth Advisors | 88k | $7.3M | -5% | Sep 2024 |
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LexAurum Advisors | 86k | $7.2M | 8% | Sep 2024 |
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Moneywise | 85k | $7.0M | -37% | Sep 2024 |
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Smithbridge Asset Management | 84k | $7.0M | -4% | Sep 2024 |
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New York Life Investment Management | 48k | $4.0M | -62% | Sep 2024 |
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Vantage Financial Partners | 36k | $3.0M | -76% | Sep 2024 |
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Apollon Wealth Management | 17k | $1.4M | -93% | Sep 2024 |
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Berger Financial Group | 7.5k | $624k | -93% | Sep 2024 |
|
Pillar Wealth Advisors | 4.2k | $345k | -96% | Sep 2024 |
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Who sold out of Sch Us Mid-cap Etf etf?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Simplicity Wealth | Jun 2024 | 214k | $17M |