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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 %
CIA
451
Compass Ion Advisors
Pennsylvania
$956K +$956K +34,512 New
CPA
452
Clear Point Advisors
New York
$947K -$3.24K -117 -0.3%
PSF
453
Pacific Sun Financial
California
$947K -$11.6K -420 -1%
FT
454
Fiduciary Trust
Massachusetts
$947K – – –
CB
455
Commerce Bank
Missouri
$946K -$262K -9,465 -22%
PCMC
456
Planning Capital Management Corporation
Pennsylvania
$941K -$60.2K -2,175 -6%
DI
457
Diligent Investors
California
$934K -$12.5K -450 -1%
MA
458
MCF Advisors
Kentucky
$932K -$83 -3 -0%
RW
459
Rede Wealth
Virginia
$922K +$122K +4,389 +15%
MWA
460
Motive Wealth Advisors
Michigan
$921K – – –
ACA
461
Aptus Capital Advisors
Alabama
$916K +$745K +80,646 +434%
CWM
462
Cornerstone Wealth Management
Missouri
$915K -$13.1K -474 -1%
GT
463
Greenleaf Trust
Michigan
$912K +$22.8K +822 +3%
SPC
464
Sigma Planning Corp
Michigan
$906K +$28.3K +1,020 +3%
RIA
465
Regal Investment Advisors
Michigan
$904K +$92.5K +3,339 +11%
RJT
466
Raymond James Trust
Florida
$897K +$16.9K +609 +2%
BWA
467
BlueChip Wealth Advisors
Georgia
$896K -$14.4K -519 -2%
VPIM
468
Vanguard Personalized Indexing Management
California
$895K -$63.8K -2,304 -7%
NWMG
469
National Wealth Management Group
Ohio
$895K +$166 +6 +0%
AWS
470
Atria Wealth Solutions
New York
$893K -$15.1K -546 -2%
Calamos Advisors
471
Calamos Advisors
Illinois
$892K +$111K +4,023 +14%
PGAM
472
Princeton Global Asset Management
New Jersey
$869K +$5.65K +204 +0.7%
MA
473
Mutual Advisors
Nebraska
$867K -$552K -59,685 -39%
FNBT
474
FineMark National Bank & Trust
Florida
$857K +$345K +12,471 +68%
CFP
475
Cascade Financial Partners
California
$855K +$549K +59,127 +179%
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