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 |
|---|---|---|---|---|---|
| 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 | 2.1M | $174M | -2% | Mar 2024 |
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| Moneta Group Investment Advisors | 2.0M | $150M | 8% | Dec 2023 |
|
| 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 | 1.3M | $110M | -4% | Mar 2024 |
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| JMG Financial Group | 1.0M | $76M | 6% | Dec 2023 |
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| Fragasso | 960k | $78M | 0% | Mar 2024 |
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| Mariner Wealth Advisors | 679k | $51M | 1% | Dec 2023 |
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| Raymond James Financial Services Advisors | 635k | $52M | 0% | Mar 2024 |
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| Kuntz Lesher Capital | 587k | $44M | 0% | Dec 2023 |
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| Beacon Pointe Advisors | 571k | $43M | -1% | Dec 2023 |
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| BLB^B Advisors | 537k | $44M | -5% | Mar 2024 |
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| Mercer Global Advisors | 520k | $39M | -1% | Dec 2023 |
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| Gemmer Asset Management | 465k | $38M | 0% | Mar 2024 |
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| Sheets Smith Wealth Management | 448k | $1.8M | 1864% | Dec 2023 |
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| Advocacy Wealth Management Services | 403k | $33M | 13% | Mar 2024 |
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| Davenport & Co | 392k | $30M | 5% | Dec 2023 |
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| Moisand Fitzgerald Tamayo | 378k | $31M | 5% | Mar 2024 |
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| Buckingham Capital Management | 360k | $27M | -2% | Dec 2023 |
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| Summit Asset Management | 355k | $27M | 2% | Dec 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 | 312k | $25M | 2% | Mar 2024 |
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| Manchester Financial | 299k | $24M | 3% | Mar 2024 |
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| Noble Family Wealth | 296k | $24M | -12% | Mar 2024 |
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| HBK Sorce Advisory | 276k | $21M | -62% | Dec 2023 |
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| Dynamic Advisors Solutions | 264k | $22M | -5% | Mar 2024 |
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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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| Salem Investment Counselors | 251k | $20M | -1% | Mar 2024 |
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| Northeast Financial Group | 234k | $19M | 12% | Mar 2024 |
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| Cambridge Investment Research Advisors | 232k | $19M | 4% | Mar 2024 |
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| Newton One Investments | 231k | $19M | 2% | Mar 2024 |
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| CI Private Wealth | 231k | $17M | 2% | Dec 2023 |
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| Commonwealth Equity Services | 225k | $17M | -1% | Dec 2023 |
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| Trust Point | 216k | $18M | -2% | Mar 2024 |
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| Tradewinds Capital Management | 213k | $17M | 100% | Mar 2024 |
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| Bangor Savings Bank | 213k | $17M | -3% | Mar 2024 |
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| Marshall Financial Group | 208k | $16M | 1% | Dec 2023 |
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| Simplicity Wealth | 205k | $17M | 4468% | Mar 2024 |
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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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| 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 | 184k | $15M | 0% | Mar 2024 |
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| Chicago Partners Investment | 180k | $14M | 6% | Mar 2024 |
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| Financial Advisory Service | 178k | $13M | 1% | Dec 2023 |
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| Raymond James & Associates | 177k | $14M | 0% | Mar 2024 |
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| Focus Financial Network | 174k | $13M | 100% | Mar 2024 |
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| Focus Financial Network | 171k | $13M | 100% | Dec 2023 |
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| First National Corp | 169k | $13M | 0% | Mar 2024 |
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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 | 167k | $14M | 0% | Mar 2024 |
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| Richardson Capital Management | 167k | $14M | 100% | Mar 2024 |
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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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| Omega Financial Group | 162k | $13M | 0% | Mar 2024 |
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| Moneywise | 162k | $13M | -21% | Mar 2024 |
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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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| 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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| Leavell Investment Management | 153k | $13M | -4% | Mar 2024 |
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| Kavar Capital Partners Group | 151k | $11M | 115% | Dec 2023 |
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| Kohmann Bosshard Financial Services | 150k | $12M | -8% | Mar 2024 |
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| Valley National Advisers | 149k | $10M | 4% | Mar 2024 |
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| Fifth Third Securities | 146k | $12M | 4% | Mar 2024 |
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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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| Towercrest Capital Management | 140k | $11M | 1% | Dec 2023 |
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| Alliance Wealth Management | 140k | $11M | 100% | Dec 2023 |
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| St. Johns Investment Management Company | 138k | $11M | 4% | Mar 2024 |
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| Courage Miller Partners | 138k | $11M | 1% | Mar 2024 |
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| Spinnaker Investment Group | 136k | $11M | 2% | Mar 2024 |
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| Trinity Legacy Partners | 135k | $11M | -13% | Mar 2024 |
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| Pacific Sage Partners | 131k | $11M | 0% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 127k | $9.5M | 17% | Dec 2023 |
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| Arbor Trust Wealth Advisors | 125k | $9.9M | 2% | Mar 2024 |
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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 | 122k | $10M | 0% | Mar 2024 |
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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 | $9.6M | 0% | Mar 2024 |
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| Rockefeller Capital Management | 117k | $8.8M | 2% | Dec 2023 |
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| Lee Financial | 113k | $8.5M | 6% | Dec 2023 |
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| Lincoln Capital | 113k | $9.2M | -1% | Mar 2024 |
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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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| Sightline Wealth Advisors | 110k | $8.9M | 1% | Mar 2024 |
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| Clear Creek Financial Management | 109k | $8.9M | 28% | Mar 2024 |
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| Anchor Investment Management | 108k | $8.2M | 0% | Dec 2023 |
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| Cary Street Partner Investment Advisory | 107k | $8.0M | -14% | Dec 2023 |
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| Patriot Investment Management | 105k | $8.5M | -3% | Mar 2024 |
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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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| Berger Financial Group | 101k | $8.3M | 15% | Mar 2024 |
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| Strategic Family Wealth Counselors | 100k | $7.6M | 3% | Dec 2023 |
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| Gradient Capital Advisors | 99k | $8.0M | -2% | Mar 2024 |
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| Lodestar Private Asset Management | 98k | $8.0M | 3% | Mar 2024 |
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| Buckingham Asset Management | 98k | $7.4M | -3% | Dec 2023 |
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| Horizon Financial Services | 97k | $7.9M | 2% | Mar 2024 |
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| Money Concepts Capital Corp | 95k | $7.1M | -8% | Dec 2023 |
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| CWM | 94k | $7.7M | -2% | Mar 2024 |
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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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| 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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| MAI Wealth Advisors | 90k | $6.7M | -1% | Dec 2023 |
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| Black Diamond Financial | 89k | $6.7M | 0% | Dec 2023 |
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| Smithbridge Asset Management | 87k | $6.6M | -2% | Dec 2023 |
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| Newman Dignan & Sheerar | 87k | $6.5M | 0% | Dec 2023 |
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| Ausdal Financial Partners | 86k | $7.0M | -1% | Mar 2024 |
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| John W. Brooker & Co., CPAs | 86k | $7.0M | 1% | Mar 2024 |
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| Sunbelt Securities | 84k | $6.8M | 9% | Mar 2024 |
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| Voisard Asset Management Group | 83k | $6.7M | 6% | Mar 2024 |
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| Capital Advantage | 83k | $6.2M | 2% | Dec 2023 |
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| Schneider Downs Wealth Management Advisors | 81k | $6.1M | 7% | Dec 2023 |
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| Main Street Financial Solutions | 80k | $6.5M | 5% | Mar 2024 |
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| Whittier Trust | 80k | $6.0M | 1064% | Dec 2023 |
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| Hanson McClain Advisors | 78k | $6.4M | -4% | Mar 2024 |
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| Pps&v Asset Management Consultants | 78k | $6.3M | 2% | Mar 2024 |
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| Colorado Capital Management | 78k | $6.3M | 0% | Mar 2024 |
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| LexAurum Advisors | 77k | $5.8M | 4% | Dec 2023 |
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| Northwest Capital Management | 77k | $6.3M | 0% | Mar 2024 |
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| Hartland & Co | 77k | $5.8M | 10% | Dec 2023 |
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| Scarborough Advisors | 76k | $5.8M | 2% | Dec 2023 |
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| Pure Financial Advisors | 75k | $6.1M | -1% | Mar 2024 |
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| Financial Synergies Wealth Advisors | 75k | $6.1M | 7% | Mar 2024 |
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| Lathrop Investment Management Corp | 73k | $5.5M | -8% | Dec 2023 |
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| Valley Forge Investment Consultants Inc Adv | 72k | $5.4M | -24% | Dec 2023 |
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| Altus Wealth Group | 72k | $5.4M | -1% | Dec 2023 |
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| Sculati Wealth Management | 71k | $5.4M | -1% | Dec 2023 |
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| Miracle Mile Advisors | 71k | $5.8M | -9% | Mar 2024 |
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| Exchange Capital Management | 71k | $5.7M | -17% | Mar 2024 |
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| DHJJ Financial Advisors | 69k | $5.6M | -26% | Mar 2024 |
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| EWG Elevate | 68k | $5.5M | -12% | Mar 2024 |
|
| Bensler | 66k | $5.0M | -9% | Dec 2023 |
|
| James J. Burns & Company | 46k | $3.7M | -38% | Mar 2024 |
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| Opal Wealth Advisors | 29k | $2.4M | -83% | Mar 2024 |
|
| Koshinski Asset Management | 14k | $1.1M | -92% | Dec 2023 |
|
| Financial Consulate | 3.4k | $276k | -98% | Mar 2024 |
|
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 |
| New York Life Investment Management | Sep 2023 | 96k | $6.5M |
| Cantor Fitzgerald, L. P. | Sep 2023 | 84k | $5.7M |
| Meridian Wealth Management | Dec 2023 | 80k | $6.0M |