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
William Oldfather@Oldfather Financial Services, Llc
Recent Activity
Increased 196.3%
0.56%
$1.469M
53,010 shares@ 27.72 avg price
Heather Moore@Benchmark Wealth Management, Llc
Recent Activity
Increased 232.67%
0.72%
$1.443M
52,059 shares@ 27.72 avg price
Dalyce Young Tinoco@Cva Family Office, Llc
Recent Activity
Increased 342.15%
0.23%
$1.422M
51,307 shares@ 27.71 avg price
Ashleigh Swayze@Chb Investment Group, Llc
Recent Activity
Increased 189.22%
0.76%
$1.394M
50,318 shares@ 27.71 avg price
Shanda Gentry@Aspiriant, Llc
Recent Activity
Increased 215.55%
0.05%
$1.377M
49,695 shares@ 27.72 avg price
Steven Pardo@Graypoint Llc
Recent Activity
Increased 191.48%
0.08%
$1.222M
44,089 shares@ 27.72 avg price
Aryn Sands@Crescent Sterling, Ltd.
Recent Activity
Increased 188.88%
1.17%
$1.132M
40,861 shares@ 27.71 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 195.37%
0.01%
$1.123M
40,530 shares@ 27.71 avg price
Justin Halverson@Great Waters Wealth Management
Recent Activity
Increased 191.38%
0.14%
$1.051M
37,940 shares@ 27.71 avg price
Jacqueline Kruger@First Pacific Financial
Recent Activity
Increased 138.13%
0.25%
$1.041M
37,559 shares@ 27.72 avg price