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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 %
SSWM
326
Sheets Smith Wealth Management
North Carolina
$1.89M -$158K -5,688 -8%
VCM
327
Vision Capital Management
Oregon
$1.88M -$13.4K -483 -0.7%
SCA
328
STALEY CAPITAL ADVISERS
Pennsylvania
$1.87M -$20.6K -744 -1%
QWM
329
Quadcap Wealth Management
Texas
$1.85M -$208K -7,494 -10%
AL
330
ACAS LLC
California
$1.84M -$24.1K -870 -1%
MMHP
331
Murphy Middleton Hinkle & Parker
Georgia
$1.83M -$39.4K -1,422 -2%
WW
332
Waterfront Wealth
Kansas
$1.82M +$1.19M +128,325 +190%
KIA
333
KCM Investment Advisors
California
$1.82M – – –
EFS
334
Econ Financial Services
Pennsylvania
$1.81M +$26.7K +963 +1%
BFA
335
Beaumont Financial Advisors
Massachusetts
$1.8M -$61.7K -2,229 -3%
VAF
336
Values Added Financial
District of Columbia
$1.76M +$863K +31,155 +96%
PA
337
PFG Advisors
Arizona
$1.75M -$34.7K -1,254 -2%
SFO
338
Stokes Family Office
Louisiana
$1.75M -$28.8K -1,041 -2%
AIA
339
Armor Investment Advisors
North Carolina
$1.74M -$11.9K -429 -0.7%
AWE
340
Avidian Wealth Enterprises
Texas
$1.74M +$332 +12 +0%
FA
341
Fagan Associates
New York
$1.72M +$1.72M +62,265 New
EWP
342
Elevation Wealth Partners
California
$1.72M +$88.4K +3,192 +5%
VVP
343
Venture Visionary Partners
Ohio
$1.71M -$499 -18 -0%
SEIA
344
Signature Estate & Investment Advisors
California
$1.7M +$71.9K +2,595 +4%
IF
345
Ironwood Financial
Arizona
$1.68M -$26.2K -945 -2%
CFA
346
Cahill Financial Advisors
Minnesota
$1.64M -$35K -1,263 -2%
ICMM
347
Integrated Capital Management (Michigan)
Michigan
$1.63M +$1.63M +58,836 New
SMC
348
Smith, Moore & Co
Missouri
$1.63M -$20.1K -726 -1%
KHC
349
Koesten Hirschmann & Crabtree
Kansas
$1.62M -$13.7K -495 -0.8%
CA
350
Cambridge Advisors
Nebraska
$1.6M -$13K -471 -0.8%
12 13
14
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