SCHM icon

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 %
BF
351
Blankinship & Foster
California
$1.57M +$2.99K +108 +0.2%
OCM
352
One Capital Management
California
$1.57M -$1.39M -50,040 -47%
JWA
353
JFS Wealth Advisors
Pennsylvania
$1.56M +$64K +2,310 +4%
WF
354
Warner Financial
Maryland
$1.56M +$44.6K +1,611 +3%
PFM
355
Phillips Financial Management
Indiana
$1.55M +$70.2K +2,535 +5%
PIA
356
Panoramic Investment Advisors
Colorado
$1.55M +$1.55M +55,998 New
SAF
357
Smith Anglin Financial
Texas
$1.54M -$168K -6,066 -10%
ECG
358
Edge Capital Group
Georgia
$1.54M – – –
IAN
359
Integrated Advisors Network
Texas
$1.54M -$5.07K -183 -0.3%
AFG
360
Arkansas Financial Group
Arkansas
$1.54M – – –
FBB
361
Fulton Breakefield Broenniman
Maryland
$1.51M -$7.98K -288 -0.5%
IWMA
362
Ironwood Wealth Management (Arizona)
Arizona
$1.5M +$499 +18 +0%
DBRC
363
D.B. Root & Company
Pennsylvania
$1.5M +$923K +33,324 +161%
Citadel Advisors
364
Citadel Advisors
Florida
$1.49M -$3.74K -135 -0.2%
OFS
365
Oldfather Financial Services
Nebraska
$1.49M +$35.1K +1,266 +2%
SWM
366
Sculati Wealth Management
Michigan
$1.48M -$1.55M -55,863 -51%
Lazard Asset Management
367
Lazard Asset Management
New York
$1.48M – – –
SEM
368
Strategic Equity Management
Arizona
$1.48M +$921K +33,270 +164%
LC
369
LTG Capital
Massachusetts
$1.47M +$3.82K +138 +0.3%
CWM
370
Cedar Wealth Management
California
$1.46M +$89.8K +3,243 +7%
BL
371
BFSG LLC
California
$1.45M -$41K -1,479 -3%
AllianceBernstein
372
AllianceBernstein
Tennessee
$1.45M +$69.2K +2,499 +5%
CIG
373
CHB Investment Group
Pennsylvania
$1.45M +$1.45M +52,194 New
IFS
374
Ifrah Financial Services
Arkansas
$1.43M +$6.65K +240 +0.5%
Prudential Financial
375
Prudential Financial
New Jersey
$1.43M -$153K -5,523 -10%
13 14
15
16 17