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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 %
TRCT
476
Tower Research Capital (TRC)
New York
$849K +$849K +30,636 New
OBWG
477
Onyx Bridge Wealth Group
New York
$846K +$5.24K +189 +0.6%
RMF
478
Red Mountain Financial
Colorado
$834K +$249 +9 +0%
SSWG
479
Seven Springs Wealth Group
Tennessee
$831K – – –
WPC
480
Wedmont Private Capital
Pennsylvania
$831K +$165 +6 +0%
FPAS
481
Focus Partners Advisor Solutions
Missouri
$825K +$130K +4,683 +19%
S
482
Sachetta
Massachusetts
$821K -$12K -435 -1%
PAM
483
Pegasus Asset Management
New York
$820K – – –
FAG
484
Fortitude Advisory Group
Washington
$816K +$12.8K +462 +2%
RWA
485
Redhawk Wealth Advisors
Minnesota
$816K -$217K -7,842 -21%
CG
486
Cynosure Group
Utah
$810K – – –
PCM
487
Pennsylvania Capital Management
Pennsylvania
$809K +$21.9K +789 +3%
CPL
488
CAP Partners LLC
Tennessee
$809K -$18.7K -675 -2%
FHB
489
First Hawaiian Bank
Hawaii
$788K – – –
SWA
490
Stratos Wealth Advisors
Ohio
$780K +$6.15K +222 +0.8%
BI
491
Berkeley Inc
Idaho
$778K +$383K +13,818 +97%
SCM
492
SOL Capital Management
Maryland
$774K -$3.99K -144 -0.5%
SIMC
493
Squire Investment Management Company
Utah
$772K +$123K +4,437 +19%
PFBT
494
Parkside Financial Bank & Trust
Missouri
$768K – – –
WBCM
495
Wilson & Boucher Capital Management
California
$767K -$8.31K -300 -1%
EFM
496
Eley Financial Management
Vermont
$756K -$249 -9 -0%
RPGK
497
Retirement Planning Group (Kansas)
Kansas
$752K -$55.8K -2,013 -7%
WPW
498
Watershed Private Wealth
Illinois
$751K – – –
PP
499
Pegasus Partners
Wisconsin
$746K – – –
WF
500
Whelan Financial
California
$746K -$34.8K -1,257 -4%
18 19
20
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