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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

876 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, 333 increasing their positions, 335 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
876
Holders Change
+28
Holders Change %
+3.3%
% of All Funds
12.67%
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
333
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 %
VCM
251
Vivaldi Capital Management
Illinois
$3.19M +$200K +7,203 +7%
PWMAG
252
Pinnacle Wealth Management Advisory Group
New Jersey
$3.17M -$11.9K -429 -0.4%
BA
253
Bristlecone Advisors
Washington
$3.11M +$126K +4,533 +4%
WFAG
254
Wescott Financial Advisory Group
Pennsylvania
$3.08M -$548K -19,773 -15%
BBWP
255
Beacon Bridge Wealth Partners
Pennsylvania
$3.06M +$105K +3,807 +4%
SPA
256
Sentinel Pension Advisors
Massachusetts
$3.05M -$683K -24,648 -18%
WANY
257
Wealthspire Advisors (New York)
New York
$3.05M +$92.1K +3,327 +3%
TWG
258
The Wealth Group
Minnesota
$3.02M -$30.9K -1,116 -1%
ZF
259
Zhang Financial
Michigan
$3M +$478K +17,247 +19%
CP
260
Creekside Partners
California
$3M -$84.4K -3,048 -3%
AAIM
261
Asset Advisors Investment Management
Georgia
$2.99M -$1.59M -57,414 -35%
VFPW
262
Vantage Financial Partners (Wisconsin)
Wisconsin
$2.99M -$9.36M -338,022 -76%
NC
263
Napatree Capital
Rhode Island
$2.98M +$42.5K +1,533 +1%
CCM
264
Coldstream Capital Management
Washington
$2.94M -$432K -15,609 -13%
Stifel Financial
265
Stifel Financial
Missouri
$2.9M +$10.2K +369 +0.4%
ACA
266
Affinity Capital Advisors
California
$2.86M -$209K -7,551 -7%
HA
267
HC Advisors
Georgia
$2.83M +$9.64K +348 +0.3%
Susquehanna International Group
268
Susquehanna International Group
Pennsylvania
$2.83M -$2.4M -86,775 -46%
WP
269
WealthShield Partners
North Carolina
$2.81M +$5.9K +213 +0.2%
TW
270
Transform Wealth
Colorado
$2.8M -$102K -3,684 -4%
PNC Financial Services Group
271
PNC Financial Services Group
Pennsylvania
$2.8M +$844K +30,459 +43%
CP
272
Capital Planning
Washington
$2.79M +$116K +4,200 +4%
OFG
273
Orcam Financial Group
California
$2.78M +$6.81K +246 +0.2%
UIA
274
Ulland Investment Advisors
Minnesota
$2.77M -$117K -4,242 -4%
MAM
275
Marquette Asset Management
Minnesota
$2.77M -$150K -5,412 -5%
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