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 %
EFA
576
Evernest Financial Advisors
Indiana
$485K +$3.41K +123 +0.7%
AFG
577
Atomi Financial Group
New York
$484K -$514K -18,567 -52%
GJIA
578
Glass Jacobson Investment Advisors
Maryland
$482K +$83 +3 +0%
WCF
579
West Coast Financial
California
$482K – – –
CG
580
Caprock Group
Idaho
$475K +$2.49K +90 +0.5%
AFG
581
Argent Financial Group
Louisiana
$474K +$474K +17,100 New
CAG
582
Curtis Advisory Group
California
$471K -$7.73K -279 -2%
FC
583
FCA Corp
Texas
$470K -$262K -9,462 -36%
CWM
584
Castle Wealth Management
Florida
$467K -$4.65K -168 -1%
PPWM
585
Perissos Private Wealth Management
Oklahoma
$466K -$582 -21 -0.1%
IPWA
586
International Private Wealth Advisors
California
$461K – – –
PTC
587
Private Trust Company
Ohio
$461K -$54.9K -1,983 -11%
SWM
588
Selective Wealth Management
Virginia
$459K -$194K -7,038 -30%
NRW
589
Nova R Wealth
Kansas
$446K -$29.6K -1,068 -6%
William Blair & Company
590
William Blair & Company
Illinois
$444K -$57.1K -2,061 -11%
RWB
591
RMR Wealth Builders
New Jersey
$444K +$444K +16,023 New
MCM
592
Mitchell Capital Management
Kansas
$440K -$23.3K -840 -5%
EA
593
Enclave Advisors
Texas
$440K +$440K +15,882 New
WF
594
Williams Financial
Vermont
$435K +$2.83K +102 +0.7%
AIP
595
Almanack Investment Partners
Pennsylvania
$434K -$129K -4,644 -23%
MWM
596
MBE Wealth Management
Wisconsin
$428K -$48.2K -1,740 -10%
MCP
597
Mirador Capital Partners
California
$428K +$47.4K +1,710 +12%
Bank of New York Mellon
598
Bank of New York Mellon
New York
$426K -$67.4K -2,433 -14%
TWM
599
Triton Wealth Management
Arizona
$424K -$9.74K -354 -2%
P
600
&Partners
Tennessee
$423K +$82.7K +2,985 +24%
22 23
24
25 26