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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 %
BWL
376
Bogart Wealth LLC
Virginia
$1.43M -$15.6K -564 -1%
SHJ
377
Sharkey, Howes & Javer
Colorado
$1.41M -$145K -5,223 -9%
AWM
378
Apollon Wealth Management
South Carolina
$1.4M -$17.7M -639,162 -93%
EFG
379
Embree Financial Group
Illinois
$1.39M +$44K +1,587 +3%
IWP
380
IAG Wealth Partners
Wisconsin
$1.37M -$41.2K -1,488 -3%
OWA
381
Opal Wealth Advisors
New York
$1.37M -$113K -4,086 -8%
ML
382
McAdam LLC
Pennsylvania
$1.36M +$83.8K +3,024 +7%
PSCM
383
Per Stirling Capital Management
Texas
$1.33M -$33.1K -1,194 -2%
FI
384
FIDELIS iM
Oregon
$1.33M – – –
BCA
385
Bay Colony Advisors
Massachusetts
$1.33M +$1.08K +39 +0.1%
MWP
386
Madison Wealth Partners
Wisconsin
$1.32M +$315K +11,370 +31%
FPF
387
First Pacific Financial
Washington
$1.31M -$58K -2,094 -4%
AL
388
Aspiriant LLC
California
$1.31M -$6.81K -246 -0.5%
FHA
389
Flagship Harbor Advisors
Massachusetts
$1.31M +$1.31M +47,178 New
HIC
390
Holderness Investments Company
North Carolina
$1.3M +$205K +7,401 +19%
NGA
391
Naples Global Advisors
Florida
$1.3M +$582 +21 +0%
BWM
392
Benchmark Wealth Management
Connecticut
$1.3M +$83 +3 +0%
1WM
393
1900 Wealth Management
Texas
$1.3M -$149K -5,373 -10%
SAM
394
S.A. Mason
Michigan
$1.3M +$2.91K +105 +0.2%
WAG
395
Windsor Advisory Group
Ohio
$1.28M -$1.74M -62,820 -58%
FA
396
FF Advisors
California
$1.28M +$838K +89,430 +189%
GB
397
Goepper Burkhardt
South Carolina
$1.27M +$10.4K +375 +0.8%
US Bancorp
398
US Bancorp
Minnesota
$1.27M -$10.7K -387 -0.8%
SF
399
Synovus Financial
Georgia
$1.27M +$634K +22,878 +100%
KWM
400
Kingsview Wealth Management
Oregon
$1.26M +$42.7K +1,542 +4%
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