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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 %
DWM
301
Destination Wealth Management
California
$2.24M -$15.5K -561 -0.7%
JPLA
302
Joseph P. Lucia & Associates
New York
$2.22M -$29.2K -1,056 -1%
SFP
303
Strategic Financial Planning
Texas
$2.21M +$14K +507 +0.6%
SFA
304
Sequoia Financial Advisors
Ohio
$2.2M -$82.2K -2,967 -4%
EH
305
Equitable Holdings
New York
$2.2M +$164K +5,910 +8%
NRI
306
NFP Retirement Inc
California
$2.19M -$82.5K -2,979 -4%
KF
307
Krilogy Financial
Missouri
$2.16M -$219K -7,902 -9%
AAS
308
Ameritas Advisory Services
Nebraska
$2.16M -$2.31M -83,232 -52%
AIM
309
Athena Investment Management
California
$2.15M +$53.5K +1,932 +3%
SFG
310
Sunburst Financial Group
Alabama
$2.15M -$8.64K -312 -0.4%
CFGSD
311
Compass Financial Group (South Dakota)
South Dakota
$2.13M +$134K +4,821 +7%
SP
312
SWS Partners
Ohio
$2.12M -$115K -4,158 -5%
NHC
313
Nicholas Hoffman & Company
Georgia
$2.12M +$8.97K +324 +0.4%
SLT
314
St Louis Trust
Missouri
$2.09M +$420K +15,177 +25%
CFGA
315
Cambridge Financial Group (Arizona)
Arizona
$2.07M +$16K +579 +0.8%
AGC
316
Aspen Grove Capital
Colorado
$2.05M -$28.7K -1,035 -1%
RDWM
317
Red Door Wealth Management
Tennessee
$2.04M -$98.3K -3,549 -5%
BCM
318
Boltwood Capital Management
California
$2.03M +$72.8K +2,628 +4%
KWA
319
Kingswood Wealth Advisors
California
$2.03M +$856K +30,918 +73%
NP
320
NorthRock Partners
Minnesota
$2.03M +$175K +6,327 +9%
LF
321
LifeSteps Financial
California
$1.97M -$10.4K -375 -0.5%
CFO
322
Collective Family Office
Pennsylvania
$1.97M -$406K -14,673 -17%
MPCA
323
Madison Park Capital Advisors
Washington
$1.96M +$12.9K +465 +0.7%
SF
324
Summit Financial
New Jersey
$1.93M +$929K +33,546 +93%
CWG
325
Cornerstone Wealth Group
North Carolina
$1.92M -$58.6K -2,115 -3%
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