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
Kayla Berg@Dakota Wealth Management
Recent Activity
Increased 197.07%
0.06%
$2.249M
81,150 shares@ 27.71 avg price
Dana Zarnich@D.b. Root & Company, Llc
Recent Activity
Increased 345.46%
0.71%
$2.224M
80,244 shares@ 27.72 avg price
Tom Lewis@Krilogy Financial Llc
Recent Activity
Increased 199.25%
0.15%
$2.161M
77,969 shares@ 27.72 avg price
Zack Wolf@Boltwood Capital Management
Recent Activity
Increased 199.48%
0.62%
$2.031M
73,294 shares@ 27.72 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 139.58%
0.06%
$2.011M
72,586 shares@ 27.71 avg price
ANDREW J. BARFOOT@Madison Park Capital Advisors, Llc
Recent Activity
Increased 195.44%
1.55%
$1.932M
69,738 shares@ 27.71 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Increased 201.53%
0.24%
$1.903M
68,682 shares@ 27.71 avg price
Robin Dolezal@Ironwood Financial, Llc
Recent Activity
Increased 238.48%
0.4%
$1.892M
68,273 shares@ 27.71 avg price
Trevor N. Hoffman@Collective Family Office Llc
Recent Activity
Increased 183.71%
0.52%
$1.865M
67,307 shares@ 27.71 avg price
Michael Snyder@Beaumont Financial Advisors, Llc
Recent Activity
Increased 204.25%
0.14%
$1.83M
66,036 shares@ 27.71 avg price