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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 %
JCIA
276
Jackson Creek Investment Advisors
Colorado
$2.76M -$55.1K -1,989 -2%
BSHC
277
Breed's Hill Capital
Massachusetts
$2.7M – – –
UCFA
278
United Capital Financial Advisors
Texas
$2.68M -$274K -9,909 -9%
RWA
279
River Wealth Advisors
Pennsylvania
$2.67M -$69.8K -2,520 -3%
CFS
280
CRA Financial Services
New Jersey
$2.66M -$69.5K -2,511 -3%
LCM
281
Leisure Capital Management
California
$2.64M +$31.5K +1,137 +1%
PFT
282
Providence First Trust
Arizona
$2.56M – – –
SWM
283
SeaCrest Wealth Management
New York
$2.52M +$10.5K +378 +0.4%
WAP
284
Wealthcare Advisory Partners
Pennsylvania
$2.52M -$1.27M -45,822 -34%
MA
285
MBA Advisors
Pennsylvania
$2.52M -$773K -27,924 -24%
BFS
286
Burkett Financial Services
South Carolina
$2.5M -$18.4K -663 -0.7%
TWM
287
Tradition Wealth Management
Minnesota
$2.49M -$82.5K -2,979 -3%
GRP
288
Global Retirement Partners
California
$2.39M -$392K -14,139 -14%
Fidelity Investments
289
Fidelity Investments
Massachusetts
$2.39M +$366K +13,221 +18%
CFG
290
Clayton Financial Group
Missouri
$2.38M +$272K +9,819 +13%
BMMM
291
Boston Mountain Money Management
Arkansas
$2.37M -$41.9K -1,512 -2%
CL
292
Choreo LLC
Illinois
$2.36M -$9.57K -348 -0.4%
CA
293
Centerpoint Advisors
Massachusetts
$2.33M – – –
WPIC
294
White Pine Investment Company
Michigan
$2.31M +$2.31M +83,439 New
BCWM
295
Bartlett & Co Wealth Management
Ohio
$2.31M -$78.4K -2,829 -3%
Betterment LLC
296
Betterment LLC
New York
$2.3M +$427K +15,429 +23%
NCM
297
Novare Capital Management
North Carolina
$2.29M -$126K -4,563 -5%
WA
298
WBH Advisory
Maryland
$2.27M +$68.5K +2,472 +3%
DWM
299
Dakota Wealth Management
Florida
$2.27M -$1.91K -69 -0.1%
PWM
300
Prentice Wealth Management
New York
$2.24M +$320K +11,571 +17%
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