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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Top investors of Sch Us Mid-cap Etf etf stock
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 | 58M | $1.7B | -1% | Dec 2025 |
|
| Creative Planning | 29M | $911M | -3% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 12M | $360M | 6% | Mar 2026 |
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| Moneta Group Investment Advisors | 11M | $349M | 6% | Mar 2026 |
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| Advisory Alpha | 7.2M | $221M | -14% | Mar 2026 |
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| HighTower Advisors | 6.8M | $211M | -2% | Mar 2026 |
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| HPM Partners | 5.5M | $171M | 1% | Mar 2026 |
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| Legacy Wealth Management | 4.3M | $134M | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 3.5M | $105M | 38% | Dec 2025 |
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| JMG Financial Group | 3.1M | $95M | -2% | Mar 2026 |
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| Fragasso | 2.9M | $92M | -2% | Mar 2026 |
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| Mariner Wealth Advisors | 2.7M | $85M | 24% | Mar 2026 |
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| UBS Group | 2.3M | $71M | 141% | Mar 2026 |
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| Thrivent Financial for Lutherans | 2.1M | $66M | 3% | Mar 2026 |
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| Burns Wealth Management | 2.0M | $62M | 24% | Mar 2026 |
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| LPL Financial | 1.9M | $60M | 0% | Mar 2026 |
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| Prime Capital Investment Advisors | 1.9M | $58M | 14% | Mar 2026 |
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| Raymond James Financial | 1.8M | $55M | -3% | Dec 2025 |
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| Warren Averett Asset Management | 1.7M | $52M | 0% | Dec 2025 |
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| Morgan Stanley | 1.7M | $52M | -7% | Mar 2026 |
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| 93 Financial Group | 1.6M | $49M | -2% | Mar 2026 |
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| Advocacy Wealth Management Services | 1.6M | $49M | 1% | Mar 2026 |
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| Envestnet Asset Management | 1.4M | $44M | 105% | Mar 2026 |
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| Captrust Financial Advisors | 1.4M | $43M | 4% | Dec 2025 |
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| Beacon Pointe Advisors | 1.4M | $41M | -3% | Dec 2025 |
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| Cetera Investment Advisers | 1.3M | $40M | 10% | Mar 2026 |
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| Summit Financial Strategies | 1.3M | $40M | -18% | Mar 2026 |
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| Financial Solutions Advisory Group | 1.3M | $40M | 100% | Mar 2026 |
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| Summit Asset Management | 1.3M | $39M | 1% | Mar 2026 |
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| Ameriprise Financial | 1.2M | $39M | -15% | Mar 2026 |
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| BLB^B Advisors | 1.2M | $38M | -1% | Mar 2026 |
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| Dynamic Advisors Solutions | 1.1M | $35M | 71% | Mar 2026 |
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| Mokosak Advisory Group | 1.1M | $35M | 0% | Mar 2026 |
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| Chicago Partners Investment | 1.0M | $34M | 7% | Mar 2026 |
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| Sage Financial | 984k | $31M | 1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 925k | $29M | 8% | Mar 2026 |
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| High Note Wealth | 904k | $28M | 1% | Mar 2026 |
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| Rsm Us Wealth Management | 887k | $28M | 1044% | Mar 2026 |
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| Gemmer Asset Management | 885k | $27M | -6% | Mar 2026 |
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| Bank of America Corporation | 870k | $27M | 100% | Mar 2026 |
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| Mercer Global Advisors | 865k | $27M | -18% | Mar 2026 |
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| Colony | 846k | $25M | 32% | Dec 2025 |
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| CI Private Wealth | 828k | $26M | -5% | Mar 2026 |
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| Northeast Financial Group | 808k | $25M | -9% | Mar 2026 |
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| RMB Capital Management | 799k | $25M | -7% | Mar 2026 |
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| IFP Advisors | 775k | $24M | 0% | Mar 2026 |
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| Seneca Financial Advisors | 761k | $24M | 4% | Mar 2026 |
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| Koshinski Asset Management | 759k | $24M | 2% | Mar 2026 |
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| Financial Planning Navigators CORP | 746k | $23M | 1% | Mar 2026 |
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| Charles Schwab Investment Management | 734k | $22M | 126% | Dec 2025 |
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| Berkshire Asset Management | 715k | $22M | 5% | Mar 2026 |
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| Modera Wealth Management | 697k | $22M | -4% | Mar 2026 |
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| Kuntz Lesher Capital | 696k | $22M | -9% | Mar 2026 |
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| Compass Advisory Group | 688k | $21M | -3% | Mar 2026 |
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| Lutz Financial Services | 678k | $21M | 1% | Mar 2026 |
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| Noble Family Wealth | 673k | $21M | -1% | Mar 2026 |
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| Essex | 666k | $21M | 1% | Mar 2026 |
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| Johnson Investment Counsel | 657k | $20M | -6% | Mar 2026 |
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| Salem Investment Counselors | 646k | $20M | 2% | Mar 2026 |
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| Bleakley Financial Group | 643k | $20M | -1% | Mar 2026 |
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| Advisor Group Holdings | 636k | $19M | 8% | Dec 2025 |
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| BlackRock | 609k | $19M | 43% | Mar 2026 |
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| Plante Moran Financial Advisors | 605k | $19M | -4% | Mar 2026 |
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| Financial Advisory Service | 604k | $18M | 6% | Dec 2025 |
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| Bnp Paribas Arbitrage, Snc | 600k | $19M | 100% | Mar 2026 |
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| MAI Wealth Advisors | 591k | $18M | 8% | Mar 2026 |
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| Resources Investment Advisors | 571k | $18M | -20% | Mar 2026 |
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| Bangor Savings Bank | 560k | $17M | -11% | Mar 2026 |
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| Triangle Securities Wealth Management | 532k | $17M | 3% | Mar 2026 |
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| Goldman Sachs Group | 528k | $16M | 3% | Mar 2026 |
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| Asset Managment | 526k | $16M | -4% | Dec 2025 |
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| Curbstone Financial Management | 515k | $16M | 3% | Mar 2026 |
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| Vista Private Wealth Partners | 509k | $18M | -22% | Mar 2026 |
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| Sherwood Financial Partners | 496k | $15M | -4% | Mar 2026 |
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| Trinity Legacy Partners | 493k | $16M | 2% | Mar 2026 |
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| Womack Financial | 490k | $15M | 3% | Mar 2026 |
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| AQR Capital Management | 489k | $15M | 41% | Mar 2026 |
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| Fortis Capital Management | 487k | $15M | 11% | Mar 2026 |
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| Focus Financial Network | 486k | $15M | 14% | Mar 2026 |
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| HHM Wealth Advisors | 484k | $15M | -1% | Mar 2026 |
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| Savant Capital Management | 479k | $15M | 0% | Mar 2026 |
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| Harbor Group | 475k | $15M | -1% | Mar 2026 |
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| Bsc Private Wealth Management | 473k | $15M | 4% | Mar 2026 |
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| Lodestar Private Asset Management | 472k | $15M | 5% | Mar 2026 |
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| Wells Fargo & Company | 470k | $15M | -9% | Mar 2026 |
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| TrueNorth | 469k | $15M | 2% | Mar 2026 |
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| Pittenger & Anderson | 461k | $14M | -3% | Mar 2026 |
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| Courage Miller Partners | 460k | $14M | 0% | Mar 2026 |
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| Schneider Downs Wealth Management Advisors | 449k | $14M | 2% | Dec 2025 |
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| Farther Finance Advisors | 440k | $14M | -18% | Mar 2026 |
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| White & Co Financial Planning | 437k | $14M | 1% | Mar 2026 |
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| Fifth Third Securities | 434k | $13M | 0% | Mar 2026 |
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| Cannon Capital Management | 433k | $13M | -1% | Mar 2026 |
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| Clear Creek Financial Management | 430k | $13M | 17% | Mar 2026 |
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| Pacific Sage Partners | 419k | $13M | 2% | Mar 2026 |
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| Spinnaker Investment Group | 418k | $13M | -8% | Mar 2026 |
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| Davenport & Co | 413k | $13M | 10% | Mar 2026 |
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| Benjamin Edwards | 407k | $13M | -27% | Mar 2026 |
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| St. Johns Investment Management Company | 404k | $13M | 1% | Mar 2026 |
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| Horizon Financial Services | 402k | $12M | -19% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 395k | $12M | 11% | Mar 2026 |
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| Rockefeller Capital Management | 395k | $12M | -3% | Mar 2026 |
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| Peak Financial Management | 392k | $12M | 0% | Mar 2026 |
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| Ubs Global Asset Management Americas | 384k | $12M | 205% | Mar 2026 |
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| LexAurum Advisors | 383k | $12M | 1% | Mar 2026 |
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| River's Edge Wealth Management | 380k | $13M | 100% | Mar 2026 |
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| Brand Asset Management Group | 380k | $12M | 0% | Mar 2026 |
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| Bush Investment Group | 379k | $11M | 1% | Dec 2025 |
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| Nelson, Van Denburg & Campbell Wealth Management | 377k | $12M | 12% | Mar 2026 |
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| Alliance Wealth Management | 376k | $12M | -1% | Mar 2026 |
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| Towercrest Capital Management | 376k | $12M | -1% | Mar 2026 |
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| North Star Asset Management | 365k | $11M | 1% | Mar 2026 |
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| Missouri Trust & Investment | 365k | $11M | -1% | Mar 2026 |
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| Valley National Advisers | 363k | $11M | -1% | Mar 2026 |
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| Kavar Capital Partners Group | 361k | $11M | 3% | Mar 2026 |
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| Money Concepts Capital Corp | 356k | $11M | 6% | Mar 2026 |
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| Christensen, King & Associates Investment Services | 355k | $11M | 0% | Mar 2026 |
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| Hartland & Co | 350k | $11M | 1% | Mar 2026 |
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| Omega Financial Group | 348k | $11M | -5% | Mar 2026 |
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| Strategic Family Wealth Counselors | 348k | $11M | -3% | Mar 2026 |
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| Larson Financial Group | 347k | $10M | 2% | Dec 2025 |
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| Elwood & Goetz Wealth Advisory Group | 346k | $11M | 0% | Mar 2026 |
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| Lincoln Capital | 342k | $11M | 0% | Mar 2026 |
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| Milestone Investment Advisors | 337k | $10M | 0% | Mar 2026 |
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| Leavell Investment Management | 335k | $10M | -1% | Mar 2026 |
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| Nadler Financial | 334k | $10M | -7% | Mar 2026 |
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| ProVise Management Group | 333k | $10M | -7% | Mar 2026 |
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| Mml Investors Services | 333k | $10M | -8% | Mar 2026 |
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| Sightline Wealth Advisors | 332k | $10M | -3% | Mar 2026 |
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| HBK Sorce Advisory | 327k | $11M | -7% | Mar 2026 |
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| Branch Banking & Trust Company | 326k | $10M | 2% | Mar 2026 |
|
| Hanson McClain Advisors | 321k | $9.7M | 1% | Dec 2025 |
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| Youngs Advisory | 319k | $9.9M | -3% | Mar 2026 |
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| Family Legacy Financial Solutions | 318k | $9.9M | 18% | Mar 2026 |
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| Lee Financial | 317k | $9.8M | -2% | Mar 2026 |
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| Visionary Wealth Advisors | 313k | $9.7M | 1% | Mar 2026 |
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| HB Wealth Management | 312k | $9.7M | -1% | Mar 2026 |
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| Gradient Capital Advisors | 310k | $9.6M | -2% | Mar 2026 |
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| Blue Square Asset Management | 308k | $9.5M | 1% | Mar 2026 |
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| Bernard Wealth Management Corp. | 307k | $9.2M | 1% | Dec 2025 |
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| Private Advisor | 302k | $9.4M | 0% | Mar 2026 |
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| Monetary Solutions | 300k | $9.3M | -1% | Mar 2026 |
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| Ausdal Financial Partners | 297k | $9.2M | 6% | Mar 2026 |
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| Sunbelt Securities | 297k | $9.2M | 4% | Mar 2026 |
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| Valley Forge Investment Consultants Inc Adv | 290k | $9.0M | 0% | Mar 2026 |
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| Baird Financial | 283k | $8.5M | 14% | Dec 2025 |
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| Patriot Investment Management | 281k | $8.7M | -3% | Mar 2026 |
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| American Money Management | 277k | $8.6M | 3% | Mar 2026 |
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| Main Street Financial Solutions | 270k | $8.1M | -12% | Dec 2025 |
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| Commonwealth Equity Services | 268k | $8.3M | -8% | Mar 2026 |
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| Moisand Fitzgerald Tamayo | 264k | $8.2M | -2% | Mar 2026 |
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| Trust Point | 245k | $7.6M | -16% | Mar 2026 |
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| Whittier Trust | 238k | $7.5M | -16% | Mar 2026 |
|
| Lido Advisors | 207k | $6.4M | -32% | Mar 2026 |
|
| N.E.W. Advisory Services | 6.4k | $198k | -98% | Mar 2026 |
|
Who sold out of Sch Us Mid-cap Etf etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 5.7M | $181M |
| Jpmorgan Chase & Co | Sep 2025 | 563k | $17M |
| Two Sigma Investments | Dec 2025 | 293k | $8.8M |