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 | 59M | $1.5B | -1% | Mar 2025 |
|
| Creative Planning | 29M | $758M | 1% | Mar 2025 |
|
| HighTower Advisors | 10M | $279M | 209% | Dec 2024 |
|
| Moneta Group Investment Advisors | 8.9M | $232M | 19% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 7.6M | $210M | 220% | Dec 2024 |
|
| Advisory Alpha | 7.3M | $191M | 28% | Mar 2025 |
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| HPM Partners | 6.9M | $181M | 3% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 5.9M | $155M | -3% | Mar 2025 |
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| UBS Group | 5.1M | $135M | 19% | Mar 2025 |
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| Legacy Wealth Management | 4.2M | $110M | 1% | Mar 2025 |
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| Fragasso | 3.0M | $79M | -10% | Mar 2025 |
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| JMG Financial Group | 2.9M | $75M | 0% | Mar 2025 |
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| Envestnet Asset Management | 2.5M | $64M | -5% | Mar 2025 |
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| Raymond James Financial | 2.4M | $63M | 0% | Mar 2025 |
|
| Mariner Wealth Advisors | 2.2M | $57M | 1% | Mar 2025 |
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| Prime Capital Investment Advisors | 2.1M | $58M | 188% | Dec 2024 |
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| Summit Financial Strategies | 1.9M | $49M | -3% | Mar 2025 |
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| Ameriprise Financial | 1.8M | $48M | -14% | Mar 2025 |
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| Advocacy Wealth Management Services | 1.7M | $46M | 304% | Dec 2024 |
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| LPL Financial | 1.6M | $43M | 1% | Mar 2025 |
|
| Beacon Pointe Advisors | 1.6M | $46M | 190% | Dec 2024 |
|
| Thrivent Financial for Lutherans | 1.6M | $48M | -4% | Mar 2025 |
|
| Mercer Global Advisors | 1.6M | $42M | 0% | Mar 2025 |
|
| Gemmer Asset Management | 1.6M | $41M | 3% | Mar 2025 |
|
| Davenport & Co | 1.5M | $40M | 6% | Mar 2025 |
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| BLB^B Advisors | 1.4M | $36M | -1% | Mar 2025 |
|
| Captrust Financial Advisors | 1.3M | $35M | 287% | Mar 2025 |
|
| Burns Wealth Management | 1.2M | $33M | 12% | Mar 2025 |
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| Summit Asset Management | 1.2M | $33M | 1% | Mar 2025 |
|
| Elwood & Goetz Wealth Advisory Group | 1.1M | $28M | 2% | Mar 2025 |
|
| Buckingham Capital Management | 1.1M | $30M | 195% | Dec 2024 |
|
| Morgan Stanley | 1.1M | $29M | 100% | Dec 2024 |
|
| Mokosak Advisory Group | 1.1M | $28M | 2% | Mar 2025 |
|
| Jones Financial Companies, L.L | 1.0M | $27M | -20% | Mar 2025 |
|
| Sage Financial | 968k | $25M | 16% | Mar 2025 |
|
| RMB Capital Management | 932k | $24M | -9% | Mar 2025 |
|
| Dynamic Advisors Solutions | 924k | $24M | 100% | Mar 2025 |
|
| Campbell Wealth Management | 923k | $26M | 213% | Dec 2024 |
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| Kuntz Lesher Capital | 901k | $24M | -39% | Mar 2025 |
|
| Bank of America Corporation | 893k | $25M | 253% | Dec 2024 |
|
| High Note Wealth | 847k | $22M | 219% | Mar 2025 |
|
| Modera Wealth Management | 841k | $22M | -8% | Mar 2025 |
|
| Resources Investment Advisors | 831k | $22M | -20% | Mar 2025 |
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| Manchester Financial | 821k | $23M | 179% | Dec 2024 |
|
| Northeast Financial Group | 821k | $22M | 6% | Mar 2025 |
|
| IFP Advisors | 772k | $20M | 0% | Mar 2025 |
|
| Chicago Partners Investment | 727k | $19M | 11% | Mar 2025 |
|
| MAI Wealth Advisors | 689k | $18M | 5% | Mar 2025 |
|
| Cambridge Investment Research Advisors | 680k | $18M | -3% | Mar 2025 |
|
| Koshinski Asset Management | 669k | $18M | 4% | Mar 2025 |
|
| Commonwealth Equity Services | 669k | $19M | 213% | Dec 2024 |
|
| Salem Investment Counselors | 667k | $18M | -1% | Mar 2025 |
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| Berkshire Asset Management | 655k | $17M | 5% | Mar 2025 |
|
| CI Private Wealth | 652k | $17M | -2% | Mar 2025 |
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| Colony | 641k | $17M | 79% | Mar 2025 |
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| Bangor Savings Bank | 631k | $17M | 1% | Mar 2025 |
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| Marshall Financial Group | 630k | $17M | -2% | Mar 2025 |
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| Noble Family Wealth | 622k | $16M | -7% | Mar 2025 |
|
| Compass Advisory Group | 615k | $17M | 763% | Dec 2024 |
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| Johnson Investment Counsel | 595k | $16M | 6% | Mar 2025 |
|
| Essex | 580k | $15M | 0% | Mar 2025 |
|
| Vista Private Wealth Partners | 569k | $16M | 178% | Dec 2024 |
|
| Asset Managment | 560k | $16M | 199% | Dec 2024 |
|
| Jpmorgan Chase & Co | 553k | $15M | 4% | Mar 2025 |
|
| Lutz Financial Services | 547k | $14M | -3% | Mar 2025 |
|
| Financial Advisory Service | 546k | $14M | 2% | Mar 2025 |
|
| First National Corp | 531k | $14M | 4% | Mar 2025 |
|
| Bleakley Financial Group | 522k | $14M | 1% | Mar 2025 |
|
| Curbstone Financial Management | 518k | $14M | -1% | Mar 2025 |
|
| Triangle Securities Wealth Management | 512k | $13M | 1% | Mar 2025 |
|
| Sherwood Financial Partners | 510k | $13M | 2% | Mar 2025 |
|
| HHM Wealth Advisors | 506k | $13M | -2% | Mar 2025 |
|
| Pittenger & Anderson | 500k | $13M | 1% | Mar 2025 |
|
| Savant Capital Management | 499k | $13M | -2% | Mar 2025 |
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| Cetera Investment Advisers | 495k | $14M | 213% | Dec 2024 |
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| Richardson Capital Management | 492k | $13M | 2% | Mar 2025 |
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| Wells Fargo & Company | 490k | $13M | 9% | Mar 2025 |
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| Goldman Sachs Group | 485k | $13M | 1% | Mar 2025 |
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| Trust Point | 483k | $13M | 0% | Mar 2025 |
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| Harbor Group | 483k | $13M | -1% | Mar 2025 |
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| Benjamin Edwards | 475k | $13M | 60% | Mar 2025 |
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| Spinnaker Investment Group | 464k | $12M | 6% | Mar 2025 |
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| Pacific Sage Partners | 461k | $12M | -1% | Mar 2025 |
|
| Warren Averett Asset Management | 459k | $13M | 210% | Dec 2024 |
|
| Trinity Legacy Partners | 449k | $12M | 3% | Dec 2024 |
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| TrueNorth | 443k | $12M | -2% | Mar 2025 |
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| Courage Miller Partners | 433k | $11M | 4% | Mar 2025 |
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| Focus Financial Network | 432k | $11M | -4% | Mar 2025 |
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| Horizon Financial Services | 431k | $11M | 39% | Mar 2025 |
|
| ProVise Management Group | 430k | $11M | -10% | Mar 2025 |
|
| Larson Financial Group | 429k | $11M | -3% | Mar 2025 |
|
| Bsc Private Wealth Management | 425k | $11M | 5% | Mar 2025 |
|
| White & Co Financial Planning | 423k | $11M | -1% | Mar 2025 |
|
| Fifth Third Securities | 413k | $11M | 3% | Mar 2025 |
|
| HBK Sorce Advisory | 410k | $11M | -10% | Mar 2025 |
|
| Mml Investors Services | 400k | $11M | 191% | Dec 2024 |
|
| Valley National Advisers | 397k | $8.8M | -2% | Mar 2025 |
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| Arbor Trust Wealth Advisors | 394k | $10M | 0% | Mar 2025 |
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| Omega Financial Group | 390k | $10M | -4% | Mar 2025 |
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| Advisor Group Holdings | 387k | $10M | 64% | Mar 2025 |
|
| Whittier Trust Co. of Nevada | 383k | $10M | 3% | Mar 2025 |
|
| St. Johns Investment Management Company | 381k | $10M | -6% | Mar 2025 |
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| Lodestar Private Asset Management | 381k | $10M | 4% | Mar 2025 |
|
| Leavell Investment Management | 380k | $10M | -7% | Mar 2025 |
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| Milestone Investment Advisors | 375k | $9.8M | -6% | Mar 2025 |
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| Rockefeller Capital Management | 375k | $10M | 206% | Dec 2024 |
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| Bush Investment Group | 370k | $9.7M | -4% | Mar 2025 |
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| Peak Financial Management | 369k | $10M | 197% | Dec 2024 |
|
| North Star Asset Management | 367k | $9.6M | 1% | Mar 2025 |
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| Hartland & Co | 366k | $10M | 181% | Dec 2024 |
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| Alliance Wealth Management | 364k | $9.5M | -3% | Mar 2025 |
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| Towercrest Capital Management | 364k | $9.5M | -3% | Mar 2025 |
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| Nadler Financial | 362k | $9.5M | 1% | Mar 2025 |
|
| Youngs Advisory | 362k | $9.5M | 1% | Mar 2025 |
|
| Christensen, King & Associates Investment Services | 355k | $9.6M | -1% | Mar 2025 |
|
| Strategic Family Wealth Counselors | 353k | $9.3M | 1% | Mar 2025 |
|
| Farther Finance Advisors | 353k | $9.3M | 39% | Mar 2025 |
|
| Sightline Wealth Advisors | 346k | $9.1M | 2% | Mar 2025 |
|
| Fortis Capital Management | 344k | $9.0M | -6% | Mar 2025 |
|
| OneAscent Financial Services | 337k | $8.8M | 106% | Mar 2025 |
|
| HB Wealth Management | 335k | $8.8M | 1% | Mar 2025 |
|
| Hanson McClain Advisors | 334k | $8.5M | 44% | Mar 2025 |
|
| Lincoln Capital | 333k | $8.7M | -2% | Mar 2025 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 333k | $8.7M | -1% | Mar 2025 |
|
| Pring Turner Capital | 330k | $9.1M | 182% | Dec 2024 |
|
| Lee Financial | 330k | $9.1M | 197% | Dec 2024 |
|
| Sontag Advisory | 330k | $8.6M | 99% | Mar 2025 |
|
| Gradient Capital Advisors | 316k | $8.3M | 4% | Mar 2025 |
|
| Patriot Investment Management | 316k | $8.3M | 2% | Mar 2025 |
|
| Money Concepts Capital Corp | 308k | $8.1M | 3% | Mar 2025 |
|
| Bernard Wealth Management Corp. | 307k | $8.0M | 5% | Mar 2025 |
|
| Branch Banking & Trust Company | 305k | $8.0M | 0% | Mar 2025 |
|
| Missouri Trust & Investment | 304k | $8.0M | 1% | Mar 2025 |
|
| AQR Capital Management | 299k | $7.8M | 23% | Mar 2025 |
|
| RE Dickinson Investment Advisors | 298k | $8.3M | 192% | Dec 2024 |
|
| Kavar Capital Partners Group | 294k | $7.7M | 13% | Mar 2025 |
|
| Schneider Downs Wealth Management Advisors | 288k | $8.0M | 240% | Dec 2024 |
|
| Main Street Financial Solutions | 287k | $7.5M | 7% | Mar 2025 |
|
| Moisand Fitzgerald Tamayo | 287k | $7.5M | -1% | Mar 2025 |
|
| Private Advisor | 286k | $7.5M | -6% | Mar 2025 |
|
| Newman Dignan & Sheerar | 283k | $7.8M | 0% | Mar 2025 |
|
| Townsquare Capital | 283k | $7.4M | 1% | Mar 2025 |
|
| Jacobi Capital Management | 282k | $7.8M | 206% | Dec 2024 |
|
| Brand Asset Management Group | 281k | $7.4M | -1% | Mar 2025 |
|
| Visionary Wealth Advisors | 280k | $7.8M | 195% | Dec 2024 |
|
| Clear Creek Financial Management | 277k | $7.3M | -14% | Mar 2025 |
|
| LexAurum Advisors | 275k | $7.2M | 5% | Mar 2025 |
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| Ausdal Financial Partners | 273k | $7.6M | 205% | Dec 2024 |
|
| Meridian Wealth Partners | 273k | $7.6M | 197% | Dec 2024 |
|
| Black Diamond Financial | 266k | $7.0M | 1% | Mar 2025 |
|
| Schaeffer Financial | 231k | $6.1M | -28% | Mar 2025 |
|
| Kohmann Bosshard Financial Services | 230k | $6.0M | -16% | Mar 2025 |
|