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
Morgan Christen@Spinnaker Investment Group, Llc
Recent Activity
Increased 205.56%
2.93%
$12.127M
437,643 shares@ 27.72 avg price
Ralph Courage@Courage Miller Partners, Llc
Recent Activity
Increased 200.32%
3.97%
$11.575M
417,704 shares@ 27.72 avg price
Bryan Reinhard@Omega Financial Group, Llc
Recent Activity
Increased 177.68%
4.27%
$11.266M
406,585 shares@ 27.71 avg price
Laura Yarckow@Arbor Trust Wealth Advisors, Llc
Recent Activity
Increased 209.94%
5.14%
$10.955M
395,345 shares@ 27.71 avg price
Robin Gould@Christensen, King & Associates Investment Services, Inc.
Recent Activity
Increased 203.46%
4.72%
$10.047M
357,674 shares@ 28.09 avg price
Stefan Pellish@Sightline Wealth Advisors, Llc
Recent Activity
Increased 198.3%
5.08%
$9.41M
339,599 shares@ 27.71 avg price
Eric Hamilton@Avior Wealth Management, Llc
Recent Activity
Increased 203.29%
0.34%
$9.279M
334,864 shares@ 27.72 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 200.63%
0.1%
$9.217M
332,633 shares@ 27.72 avg price
Raymond Eddings@Missouri Trust & Investment Co
Recent Activity
Increased 239.85%
2.95%
$8.385M
302,615 shares@ 27.72 avg price
Sara Smith@Brand Asset Management Group, Inc.
Recent Activity
Increased 199.69%
3.21%
$7.902M
285,175 shares@ 27.71 avg price