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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

875 hedge funds and large institutions have $7.57B invested in Schwab US Mid-Cap ETF in 2024 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 332 increasing their positions, 335 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+28
Holders Change %
+3.31%
% of All Funds
12.66%
Holding in Top 10
72
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.49%
% of All Funds
1.04%
New
73
Increased
332
Reduced
335
Closed
32
Calls
$656K
Puts
$299K
Net Calls
+$357K
Net Calls Change
+$123K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$304M
2
MGIA
Moneta Group Investment Advisors
Missouri
+$137M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$36.2M
4
TCM
Tradewinds Capital Management
Washington
+$27.7M
5
CWM
Campbell Wealth Management
Virginia
+$24.5M

Top Sellers

1
MFT
Moisand Fitzgerald Tamayo
Florida
-$24M
2
Creative Planning
Creative Planning
Kansas
-$17.8M
3
AWM
Apollon Wealth Management
South Carolina
-$17.7M
4
SW
Simplicity Wealth
New Jersey
-$16.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
226
Souders Financial Advisors
Ohio
$3.79M -$44.4K -1,602 -1%
AWG
227
Altus Wealth Group
Colorado
$3.78M -$513K -18,510 -12%
B
228
Bensler
Washington
$3.75M -$240K -8,658 -6%
CHA
229
Carmichael Hill & Associates
Maryland
$3.73M +$75.3K +2,718 +2%
CFG
230
Citizens Financial Group
Rhode Island
$3.72M +$16.1K +582 +0.4%
Royal Bank of Canada
231
Royal Bank of Canada
Ontario, Canada
$3.7M +$75.2K +2,715 +2%
BWG
232
Balanced Wealth Group
Ohio
$3.69M -$64.5K -2,328 -2%
PA
233
Pineridge Advisors
Missouri
$3.57M +$99.6K +3,597 +3%
LIWM
234
Long Island Wealth Management
New York
$3.57M +$2.78M +100,221 +351%
AF
235
Apollon Financial
South Carolina
$3.55M -$129K -4,641 -3%
PMFA
236
Plante Moran Financial Advisors
Michigan
$3.54M +$132K +4,764 +4%
ACA
237
Atlas Capital Advisors
Wyoming
$3.51M -$1.07M -38,694 -23%
AFO
238
Arrowroot Family Office
California
$3.5M -$225K -8,130 -6%
Lido Advisors
239
Lido Advisors
California
$3.49M -$1.42M -51,102 -29%
SF
240
Safeguard Financial
Wisconsin
$3.45M -$197K -7,098 -5%
PSIWM
241
Paradigm Strategies in Wealth Management
Minnesota
$3.44M -$17.2K -621 -0.5%
RC
242
Roundview Capital
New Jersey
$3.44M +$203K +7,347 +6%
NIM
243
Nicollet Investment Management
Minnesota
$3.42M +$104K +3,762 +3%
VBWMG
244
Von Berge Wealth Management Group
California
$3.34M +$2M +205,923 +148%
PA
245
Pinnacle Associates
New York
$3.28M +$100K +3,984 +3%
PWM
246
Perigon Wealth Management
California
$3.28M -$42.1K -1,521 -1%
PIAS
247
PCA Investment Advisory Services
Ohio
$3.25M -$69.3K -2,502 -2%
RWP
248
Revolve Wealth Partners
New Jersey
$3.25M -$64.4K -2,325 -2%
MG
249
Mather Group
Illinois
$3.22M -$127K -4,584 -4%
EW
250
Element Wealth
Mississippi
$3.22M -$25.7K -927 -0.8%
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