SCHM icon

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 %
HIF
551
Hill Island Financial
Michigan
$563K – – –
SPIA
552
Steward Partners Investment Advisory
New York
$559K -$166K -6,009 -23%
YIH
553
Y-Intercept (HK)
Hong Kong
$547K +$547K +19,752 New
SCM
554
Stordahl Capital Management
Colorado
$545K – – –
FCI
555
Financial Counselors Inc
Kansas
$536K -$44.9K -1,620 -8%
BF
556
Brogan Financial
Tennessee
$535K +$12K +435 +2%
TSS
557
Two Sigma Securities
New York
$535K +$535K +19,302 New
MOS
558
MGO One Seven
Ohio
$533K -$2.49K -90 -0.5%
OPWM
559
Oakwell Private Wealth Management
Texas
$527K -$37.5K -1,353 -7%
TCM
560
Twele Capital Management
Minnesota
$522K -$4.82K -174 -0.9%
SWM
561
Spire Wealth Management
Virginia
$517K -$10.5K -378 -2%
WDL
562
Well Done LLC
Michigan
$515K – – –
APW
563
Aurora Private Wealth
New Jersey
$515K +$997 +36 +0.2%
HTC
564
Haverford Trust Company
Pennsylvania
$513K – – –
FRA
565
Front Row Advisors
California
$513K -$67.9K -2,451 -12%
CA
566
CWC Advisors
Oregon
$511K +$511K +18,432 New
APSI
567
Asset Planning Services Inc
Louisiana
$509K +$29.1K +1,050 +6%
SA
568
Sanctuary Advisors
Indiana
$505K +$318K +32,148 +170%
SPL
569
Smart Portfolios LLC
Washington
$503K -$2.49K -90 -0.5%
KAS
570
KPP Advisory Services
Kentucky
$498K +$80.7K +2,913 +19%
PI
571
Pachira Investments
California
$497K +$3.49K +126 +0.7%
MCM
572
Mendel Capital Management
Arkansas
$495K +$58.1K +2,097 +13%
CAM
573
Chandler Asset Management
California
$494K +$3.52K +381 +0.7%
BW
574
BIP Wealth
Georgia
$490K +$176K +6,354 +56%
HNB
575
Huntington National Bank
Ohio
$489K -$467K – –
21 22
23
24 25