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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

875 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, 332 increasing their positions, 335 reducing their positions, and 32 closing their positions.

Holders
875
Holders Change
+28
Holders Change %
+3.31%
% of All Funds
12.66%
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
332
Reduced
335
Closed
32
Calls
$656K
Puts
$299K
Net Calls
+$357K
Net Calls Change
+$123K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.67B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$199M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$50.1M
4
TCM
4
Tradewinds Capital Management
Washington
$28.6M
5
CWM
5
Campbell Wealth Management
Virginia
$24.5M

Top Sellers

1
MFT
1
Moisand Fitzgerald Tamayo
Florida
$8.53M
2
Creative Planning
2
Creative Planning
Kansas
$817M
3
AWM
3
Apollon Wealth Management
South Carolina
$1.4M
4
SW
4
Simplicity Wealth
New Jersey
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$38.4M +$1.68M +60,483 +5%
AWMS
27
Advocacy Wealth Management Services
Georgia
$34.3M -$262K -9,456 -0.8%
SAM
28
Summit Asset Management
Tennessee
$33M +$1.06M +38,370 +3%
OIA
29
OneDigital Investment Advisors
Kansas
$31.5M -$1.12M -40,536 -3%
BCMO
30
Buckingham Capital Management (Ohio)
Ohio
$30.1M -$70.5K -2,547 -0.2%
EWA
31
Exencial Wealth Advisors
Oklahoma
$29.2M +$1.68M +60,513 +6%
TCM
32
Tradewinds Capital Management
Washington
$28.6M +$27.7M +999,603 +3,072%
MAG
33
Mokosak Advisory Group
Iowa
$28.4M +$1.35M +48,762 +5%
Morgan Stanley
34
Morgan Stanley
New York
$28.4M -$117K -4,215 -0.4%
EGWAG
35
Elwood & Goetz Wealth Advisory Group
Georgia
$28.3M +$1.42M +51,438 +5%
CRC
36
Curi RMB Capital
Illinois
$28.2M -$7.73K -279 -0%
DAS
37
Dynamic Advisor Solutions
Arizona
$27.3M +$1.41M +50,865 +5%
Jones Financial Companies
38
Jones Financial Companies
Missouri
$25.8M +$1.8M +65,040 +8%
MWM
39
Modera Wealth Management
New Jersey
$25.7M -$498K -17,973 -2%
CWM
40
Campbell Wealth Management
Virginia
$24.5M +$24.5M +884,925 New
MF
41
Manchester Financial
California
$24.4M -$701K -25,320 -3%
SFG
42
Sage Financial Group
Pennsylvania
$22.9M +$261K +9,432 +1%
Corient Private Wealth
43
Corient Private Wealth
Florida
$22.9M +$7.38M +266,388 +47%
HNW
44
High Note Wealth
Minnesota
$22.1M +$546K +19,710 +3%
NFG
45
Northeast Financial Group
Pennsylvania
$21.7M +$1.5M +54,126 +7%
IA
46
IFP Advisors
Florida
$21.1M +$251K +9,045 +1%
Bank of America
47
Bank of America
North Carolina
$21M -$351K -12,663 -2%
NFW
48
Noble Family Wealth
Florida
$20.3M -$1.1M -39,540 -5%
KAS
49
Kestra Advisory Services
Texas
$20M -$2.06M -74,325 -9%
SIC
50
Salem Investment Counselors
North Carolina
$19.9M -$129K -4,641 -0.6%
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