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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 %
LF
526
LifePlan Financial
Minnesota
$652K +$5.9K +213 +0.9%
DAS
527
Diversify Advisory Services
Utah
$645K +$514K +55,395 +394%
BJL
528
Brighton Jones LLC
Washington
$644K +$15.8K +570 +3%
AIM
529
Aspen Investment Management
Michigan
$640K +$166 +6 +0%
CHA
530
Cooper/Haims Advisors
New York
$638K -$43K -1,551 -6%
EWM
531
Evermay Wealth Management
Virginia
$638K – – –
TA
532
TPG Advisors
Illinois
$629K -$1.25K -45 -0.2%
RA
533
Ruggaard & Associates
Ohio
$626K – – –
CM
534
Columbus Macro
Pennsylvania
$624K -$3.98K -147 -0.6%
BFG
535
Berger Financial Group
Minnesota
$624K -$9.91M -357,852 -94%
BFO
536
Biltmore Family Office
North Carolina
$609K +$510K +18,402 +511%
AC
537
Apella Capital
Connecticut
$609K – – –
MF
538
Meridian Financial
Massachusetts
$609K -$16.5K -597 -3%
PCM
539
Parsons Capital Management
Rhode Island
$589K -$276K -9,981 -32%
VC
540
Vicus Capital
Pennsylvania
$587K +$3.66K +132 +0.6%
PRS
541
Pinkerton Retirement Specialists
Idaho
$586K +$1.16K +42 +0.2%
WSWA
542
Warren Street Wealth Advisors
California
$586K +$50.2K +1,812 +9%
AA
543
Alesco Advisors
New York
$585K -$225K -8,106 -28%
GC
544
Grimes & Company
Massachusetts
$583K +$2.16K +78 +0.4%
HI
545
Hendershot Investments
Virginia
$583K +$10.4K +375 +2%
SQA
546
Simon Quick Advisors
New Jersey
$578K +$2.16K +78 +0.4%
FC
547
Financial Consulate
Maryland
$578K +$297K +10,713 +105%
MS
548
Madden Securities
Texas
$578K +$166 +6 +0%
GAM
549
Garrison Asset Management
Arkansas
$567K +$16.3K +588 +3%
CNFG
550
Creegan & Nassoura Financial Group
New Hampshire
$563K – – –
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