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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 %
SIA
501
Sage Investment Advisers
New York
$745K +$81.5K +2,943 +12%
SAG
502
SageView Advisory Group
California
$742K +$1.16K +42 +0.2%
AAG
503
Armstrong Advisory Group
Massachusetts
$732K -$14.5K -525 -2%
DCM
504
Donaldson Capital Management
Indiana
$726K -$1.07M -38,481 -59%
TAM
505
Townsend Asset Management
North Carolina
$725K +$748 +27 +0.1%
CAM
506
Cozad Asset Management
Illinois
$724K -$156K -5,640 -18%
YIA
507
YHB Investment Advisors
Connecticut
$722K +$22.5K +813 +3%
PA
508
Planning Alternatives
Michigan
$719K -$29.4K -1,062 -4%
FPCP
509
Fort Point Capital Partners
California
$714K -$50.5K -1,824 -7%
AGWCA
510
Annis Gardner Whiting Capital Advisors
Florida
$706K +$87.7K +3,165 +14%
Brown Advisory
511
Brown Advisory
Maryland
$704K +$41K +1,479 +6%
HA
512
Harfst & Associates
Wyoming
$703K -$11.6K -420 -2%
JCFM
513
JBR Co Financial Management
Oklahoma
$695K -$31.6K -1,140 -4%
NL
514
NWAM LLC
Washington
$693K +$693K +25,026 New
SAI
515
Savvy Advisors Inc
New York
$690K +$43K +1,554 +7%
JF
516
Joule Financial
Kentucky
$686K -$11.6K -420 -2%
AGA
517
Arkos Global Advisors
Texas
$684K – – –
NB
518
NBT Bank
New York
$681K -$20.6K -744 -3%
MA
519
Modus Advisors
Minnesota
$680K -$12K -432 -2%
PS
520
Principal Securities
Iowa
$675K +$39.6K +1,431 +6%
RZH
521
Relyea Zuckerberg Hanson
Connecticut
$672K +$4.74K +171 +0.7%
AWM
522
Arista Wealth Management
Nevada
$666K – – –
CWA
523
Continuum Wealth Advisors
New York
$662K -$25.2K -909 -4%
CW
524
Cooksen Wealth
Texas
$659K -$21.5K -777 -3%
WIA
525
World Investment Advisors
California
$656K +$62.1K +2,241 +10%
19 20
21
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