SCHM

Schwab Us Mid Cap Etf

Latest period2024 - Q4Total superinvestors148

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Phillip Kevin Smiley@Burkett Financial Services, Llc Recent Activity Increased 197.05%	1.02%	$2.476M 89,336 shares@ 27.72 avg price	Increased 197.05%
John Phillips V@Red Door Wealth Management, Llc Recent Activity Increased 243.68%	0.36%	$2.335M 84,259 shares@ 27.71 avg price	Increased 243.68%
Kimberly A Geary@Bartlett & Co. Wealth Management Llc Recent Activity Increased 195.65%	0.04%	$2.276M 82,146 shares@ 27.72 avg price	Increased 195.65%
Kayla Berg@Dakota Wealth Management Recent Activity Increased 197.07%	0.06%	$2.249M 81,150 shares@ 27.71 avg price	Increased 197.07%
Dana Zarnich@D.b. Root & Company, Llc Recent Activity Increased 345.46%	0.71%	$2.224M 80,244 shares@ 27.72 avg price	Increased 345.46%
Ashleigh Swayze@Bcs Wealth Management Recent Activity New Position	0.56%	$2.215M 79,925 shares@ 27.72 avg price	New Position
Tom Lewis@Krilogy Financial Llc Recent Activity Increased 199.25%	0.15%	$2.161M 77,969 shares@ 27.72 avg price	Increased 199.25%
Zack Wolf@Boltwood Capital Management Recent Activity Increased 199.48%	0.62%	$2.031M 73,294 shares@ 27.72 avg price	Increased 199.48%
James Krause@Wealthcare Advisory Partners Llc Recent Activity Increased 139.58%	0.06%	$2.011M 72,586 shares@ 27.71 avg price	Increased 139.58%
ANDREW J. BARFOOT@Madison Park Capital Advisors, Llc Recent Activity Increased 195.44%	1.55%	$1.932M 69,738 shares@ 27.71 avg price	Increased 195.44%