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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 %
JWCA
401
J.W. Cole Advisors
Florida
$1.26M +$10.2K +369 +0.8%
GL
402
Graypoint LLC
New York
$1.26M -$36K -1,299 -3%
LB
403
Legacy Bridge
Iowa
$1.24M – – –
IWC
404
Integrated Wealth Concepts
Massachusetts
$1.22M +$389K +14,031 +47%
PVI
405
Pine Valley Investments
New Jersey
$1.22M -$127K -4,602 -9%
CCM
406
Condor Capital Management
New Jersey
$1.21M -$43.6K -1,575 -3%
Jane Street
407
Jane Street
New York
$1.21M +$1.21M +43,656 New
LTL
408
Lowery Thomas LLC
California
$1.19M +$2.99K +108 +0.3%
ES
409
ETF Store
Kansas
$1.19M -$197K -7,125 -14%
CS
410
Crescent Sterling
Louisiana
$1.18M -$395K -14,274 -25%
FLPIM
411
F.L. Putnam Investment Management
Massachusetts
$1.16M – – –
PWM
412
Paulson Wealth Management
Illinois
$1.15M -$211K -7,602 -15%
FFA
413
Farther Finance Advisors
California
$1.15M -$2.09M -75,357 -65%
Janney Montgomery Scott
414
Janney Montgomery Scott
Pennsylvania
$1.14M -$58K -2,094 -5%
BRWA
415
B. Riley Wealth Advisors
Florida
$1.14M +$6.6K +240 +0.6%
SIC
416
Sigma Investment Counselors
Michigan
$1.14M -$5.48K -198 -0.5%
OIM
417
Orca Investment Management
Oregon
$1.14M +$54.3K +1,962 +5%
ATI
418
ARK & TLK Investments
Oklahoma
$1.14M -$160K -5,760 -12%
WOSD
419
WFA of San Diego
California
$1.13M -$4.74K -171 -0.4%
CIR
420
Clear Investment Research
Georgia
$1.13M +$499 +18 +0%
QCG
421
Quadrant Capital Group
Ohio
$1.12M -$8.81K -318 -0.8%
FC
422
Forte Capital
New York
$1.12M -$21.1K -762 -2%
KLI
423
Kelman-Lazarov Inc
Tennessee
$1.11M -$30.7K -1,107 -3%
STA
424
Summit Trail Advisors
New York
$1.11M +$375K +13,542 +51%
HI
425
Harbour Investments
Wisconsin
$1.1M -$11.5K -414 -1%
15 16
17
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