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 | 21M | $1.7B | 3% | Mar 2024 |
|
| Creative Planning | 10M | $825M | -1% | Mar 2024 |
|
| HighTower Advisors | 3.7M | $301M | 2% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 2.1M | $174M | -2% | Mar 2024 |
|
| Moneta Group Investment Advisors | 2.0M | $150M | 8% | Dec 2023 |
|
| HPM Partners | 2.0M | $162M | -90% | Mar 2024 |
|
| Prime Capital Investment Advisors | 1.7M | $130M | 0% | Dec 2023 |
|
| Advisory Alpha | 1.7M | $140M | 12% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 1.7M | $139M | 34% | Mar 2024 |
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| UBS Group | 1.6M | $127M | -1% | Mar 2024 |
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| Legacy Wealth Management | 1.3M | $110M | -4% | Mar 2024 |
|
| JMG Financial Group | 976k | $80M | -3% | Mar 2024 |
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| Fragasso | 960k | $78M | 0% | Mar 2024 |
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| Ameriprise Financial | 916k | $75M | 17% | Mar 2024 |
|
| Envestnet Asset Management | 783k | $64M | 3% | Mar 2024 |
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| Mariner Wealth Advisors | 690k | $56M | 2% | Mar 2024 |
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| Raymond James Financial Services Advisors | 635k | $52M | 0% | Mar 2024 |
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| Summit Financial Strategies | 617k | $50M | 5% | Mar 2024 |
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| Kuntz Lesher Capital | 590k | $48M | 1% | Mar 2024 |
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| Beacon Pointe Advisors | 571k | $43M | -1% | Dec 2023 |
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| Thrivent Financial for Lutherans | 545k | $44M | -27% | Mar 2024 |
|
| BLB^B Advisors | 537k | $44M | -5% | Mar 2024 |
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| LPL Financial | 519k | $42M | -30% | Mar 2024 |
|
| Mercer Global Advisors | 509k | $51M | -2% | Mar 2024 |
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| Gemmer Asset Management | 465k | $38M | 0% | Mar 2024 |
|
| Davenport & Co | 418k | $34M | 7% | Mar 2024 |
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| Resources Investment Advisors | 404k | $33M | -34% | Mar 2024 |
|
| Advocacy Wealth Management Services | 403k | $33M | 13% | Mar 2024 |
|
| Moisand Fitzgerald Tamayo | 378k | $31M | 5% | Mar 2024 |
|
| Summit Asset Management | 370k | $30M | 4% | Mar 2024 |
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| Buckingham Capital Management | 360k | $27M | -2% | Dec 2023 |
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| Morgan Stanley | 356k | $29M | 6% | Mar 2024 |
|
| Burns Wealth Management | 331k | $27M | 19% | Mar 2024 |
|
| Curi Wealth Management | 330k | $25M | 7% | Dec 2023 |
|
| Mokosak Advisory Group | 324k | $26M | 3% | Mar 2024 |
|
| Modera Wealth Management | 320k | $26M | -2% | Mar 2024 |
|
| 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 |
|
| Campbell Wealth Management | 272k | $22M | 4% | Mar 2024 |
|
| Sage Financial | 265k | $22M | 1% | Mar 2024 |
|
| Dynamic Advisors Solutions | 264k | $22M | -5% | Mar 2024 |
|
| IFP Advisors | 257k | $19M | 4% | Dec 2023 |
|
| Salem Investment Counselors | 251k | $20M | -1% | Mar 2024 |
|
| Bank of America Corporation | 247k | $20M | -5% | Mar 2024 |
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| High Note Wealth | 240k | $20M | 50% | Mar 2024 |
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| ProVise Management Group | 235k | $19M | -9% | 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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| CI Private Wealth | 231k | $19M | 0% | Mar 2024 |
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| Newton One Investments | 231k | $19M | 2% | Mar 2024 |
|
| HBK Sorce Advisory | 217k | $18M | -21% | Mar 2024 |
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| Commonwealth Equity Services | 217k | $18M | -4% | Mar 2024 |
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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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| Vista Private Wealth Partners | 210k | $17M | 22% | Mar 2024 |
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| Marshall Financial Group | 208k | $17M | 0% | Mar 2024 |
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| Simplicity Wealth | 205k | $17M | 4468% | Mar 2024 |
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| Koshinski Asset Management | 203k | $17M | 1352% | Mar 2024 |
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| Lutz Financial Services | 202k | $17M | -1% | Mar 2024 |
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| Jpmorgan Chase & Co | 202k | $17M | 2% | Mar 2024 |
|
| HHM Wealth Advisors | 202k | $16M | -65% | Mar 2024 |
|
| Bleakley Financial Group | 201k | $16M | 2% | Mar 2024 |
|
| Sawtooth Asset Management | 197k | $15M | 5% | Dec 2023 |
|
| Asset Advisors Investment Management | 186k | $14M | -2% | Dec 2023 |
|
| Curbstone Financial Management | 184k | $15M | 0% | Mar 2024 |
|
| Savant Capital Management | 182k | $15M | -2% | Mar 2024 |
|
| Financial Advisory Service | 180k | $15M | 1% | Mar 2024 |
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| Chicago Partners Investment | 180k | $14M | 6% | Mar 2024 |
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| Wells Fargo & Company | 178k | $15M | -5% | Mar 2024 |
|
| Raymond James & Associates | 177k | $14M | 0% | Mar 2024 |
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| Goldman Sachs Group | 175k | $14M | 6% | Mar 2024 |
|
| Focus Financial Network | 174k | $13M | 100% | Mar 2024 |
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| Focus Financial Network | 171k | $13M | 100% | Dec 2023 |
|
| Essex | 170k | $14M | 8% | Mar 2024 |
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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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| Johnson Investment Counsel | 168k | $14M | 6% | Mar 2024 |
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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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| Pittenger & Anderson | 166k | $14M | 1% | Mar 2024 |
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| Larson Financial Group | 164k | $13M | -2% | Mar 2024 |
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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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| Milestone Investment Advisors | 156k | $12M | -5% | Dec 2023 |
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| Leavell Investment Management | 153k | $13M | -4% | Mar 2024 |
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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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| Vantage Financial Partners | 147k | $12M | 2% | Mar 2024 |
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| Fifth Third Securities | 146k | $12M | 4% | Mar 2024 |
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| Advisor Group Holdings | 144k | $12M | -9% | Mar 2024 |
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| Warren Averett Asset Management | 142k | $12M | 100% | Mar 2024 |
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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 |
|
| Towercrest Capital Management | 137k | $11M | -2% | Mar 2024 |
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| Alliance Wealth Management | 137k | $11M | -2% | Mar 2024 |
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| Peninsula Wealth | 137k | $11M | 100% | 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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| Blue Square Asset Management | 133k | $11M | -17% | Mar 2024 |
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| Pacific Sage Partners | 131k | $11M | 0% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 126k | $10M | 0% | Mar 2024 |
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| Arbor Trust Wealth Advisors | 125k | $9.9M | 2% | Mar 2024 |
|
| Bush Investment Group | 125k | $9.3M | 100% | Dec 2023 |
|
| Bsc Private Wealth Management | 125k | $10M | 0% | Mar 2024 |
|
| Captrust Financial Advisors | 124k | $10M | -13% | Mar 2024 |
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| Peak Financial Management | 122k | $10M | 0% | Mar 2024 |
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| Townsquare Capital | 122k | $9.9M | 4201% | Mar 2024 |
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| North Star Asset Management | 122k | $9.9M | 0% | Mar 2024 |
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| Nadler Financial | 118k | $9.6M | 0% | Mar 2024 |
|
| Rockefeller Capital Management | 117k | $8.8M | 2% | Dec 2023 |
|
| Youngs Advisory | 116k | $9.5M | -4% | Mar 2024 |
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| Lee Financial | 113k | $8.5M | 6% | Dec 2023 |
|
| Lincoln Capital | 113k | $9.2M | -1% | Mar 2024 |
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| Pillar Wealth Advisors | 113k | $9.2M | -8% | Mar 2024 |
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| Fortis Capital Management | 112k | $9.1M | 2% | Mar 2024 |
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| Schaeffer Financial | 112k | $9.1M | 0% | Mar 2024 |
|
| HB Wealth Management | 111k | $9.0M | 0% | Mar 2024 |
|
| Sightline Wealth Advisors | 110k | $8.9M | 1% | Mar 2024 |
|
| Clear Creek Financial Management | 109k | $8.9M | 28% | Mar 2024 |
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| Anchor Investment Management | 108k | $8.8M | 0% | Mar 2024 |
|
| Pring Turner Capital | 108k | $8.8M | -14% | Mar 2024 |
|
| Nelson, Van Denburg & Campbell Wealth Management | 105k | $8.5M | 1% | Mar 2024 |
|
| Patriot Investment Management | 105k | $8.5M | -3% | Mar 2024 |
|
| Rainsberger Wealth Advisors | 102k | $7.7M | -1% | Dec 2023 |
|
| Berger Financial Group | 101k | $8.3M | 15% | Mar 2024 |
|
| Cary Street Partner Investment Advisory | 101k | $8.2M | -6% | Mar 2024 |
|
| Strategic Family Wealth Counselors | 100k | $7.6M | 3% | Dec 2023 |
|
| Brown Wealth Management | 99k | $8.0M | 100% | Mar 2024 |
|
| Gradient Capital Advisors | 99k | $8.0M | -2% | Mar 2024 |
|
| Buckingham Asset Management | 98k | $8.0M | 1% | Mar 2024 |
|
| Lodestar Private Asset Management | 98k | $8.0M | 3% | Mar 2024 |
|
| RE Dickinson Investment Advisors | 98k | $8.0M | 9% | Mar 2024 |
|
| Money Concepts Capital Corp | 97k | $7.9M | 2% | Mar 2024 |
|
| Horizon Financial Services | 97k | $7.9M | 2% | Mar 2024 |
|
| Branch Banking & Trust Company | 96k | $7.8M | 3% | Mar 2024 |
|
| Meridian Wealth Partners | 96k | $7.8M | -2% | Mar 2024 |
|
| Benjamin F. Edwards & Company | 94k | $7.7M | -8% | Mar 2024 |
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| CWM | 94k | $7.7M | -2% | Mar 2024 |
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| Brand Asset Management Group | 94k | $7.6M | 0% | Mar 2024 |
|
| Visionary Wealth Advisors | 93k | $7.5M | 1978% | Mar 2024 |
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| Valley Forge Investment Consultants Inc Adv | 92k | $7.4M | 27% | Mar 2024 |
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| Baird Financial | 90k | $6.8M | 5% | Dec 2023 |
|
| MAI Wealth Advisors | 90k | $7.3M | 0% | Mar 2024 |
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| Black Diamond Financial | 89k | $6.7M | 0% | Mar 2024 |
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| New York Life Investment Management | 87k | $7.1M | 100% | Mar 2024 |
|
| Smithbridge Asset Management | 87k | $7.1M | 0% | Mar 2024 |
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| Ausdal Financial Partners | 86k | $7.0M | -1% | Mar 2024 |
|
| Northern Capital Management | 85k | $6.9M | -5% | Mar 2024 |
|
| Newman Dignan & Sheerar | 85k | $6.9M | -3% | Mar 2024 |
|
| Kavar Capital Partners Group | 80k | $6.5M | -47% | Mar 2024 |
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| DHJJ Financial Advisors | 69k | $5.6M | -26% | Mar 2024 |
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| Sentinel Pension Advisors | 47k | $3.8M | -48% | Mar 2024 |
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| Opal Wealth Advisors | 29k | $2.4M | -83% | Mar 2024 |
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| Sheets Smith Wealth Management | 24k | $2.0M | -95% | Mar 2024 |
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| Financial Consulate | 3.4k | $276k | -98% | Mar 2024 |
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