SCHM

Schwab Us Mid Cap Etf

Latest period2024 - Q4Total superinvestors148

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 148 superinvestors own shares of Schwab Us Mid Cap Etf (SCHM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Schwab Us Mid Cap Etf (SCHM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Schwab Us Mid Cap Etf (SCHM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Schwab Us Mid Cap Etf (SCHM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Rita Rhodes@Envision Financial Llc
Recent Activity
New Position
3.19%
$3.968M
143,198 shares@ 27.71 avg price
Aryn Sands@Signal Advisors Wealth, Llc
Recent Activity
New Position
0.34%
$2.957M
106,717 shares@ 27.71 avg price
Ashleigh Swayze@Bcs Wealth Management
Recent Activity
New Position
0.56%
$2.215M
79,925 shares@ 27.72 avg price
Jim Clark@Worth Asset Management, Llc
Recent Activity
New Position
0.26%
$483,290
17,441 shares@ 27.71 avg price
Richard A. Hewitt@Praetorian Wealth Management, Inc.
Recent Activity
New Position
0.08%
$308,827
11,145 shares@ 27.71 avg price
Martin Juergens@Kiley Juergens Wealth Management, Llc
Recent Activity
New Position
0.08%
$287,727
10,383 shares@ 27.72 avg price
Tracey A. Baker@Cjm Wealth Advisers, Ltd.
Recent Activity
New Position
0.07%
$206,199
7,441 shares@ 27.72 avg price
JASON D. FINLEY@Finley Financial, Llc
Recent Activity
New Position
0.03%
$47,521
1,668 shares@ 28.49 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.01%
$11,804
426 shares@ 27.71 avg price