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 %
M&T Bank
601
M&T Bank
New York
$423K – – –
LFAS
602
Level Four Advisory Services
Texas
$421K +$282K +30,702 +203%
CCB
603
Country Club Bank
Missouri
$416K – – –
BAM
604
Bosun Asset Management
Illinois
$415K – – –
AIM
605
Acropolis Investment Management
Missouri
$415K – – –
HWP
606
Heritage Wealth Partners
Ohio
$413K +$2.91K +105 +0.7%
ACA
607
Aspire Capital Advisors
Washington
$411K -$32.1K -1,158 -7%
TFP
608
Tilia Fiduciary Partners
North Carolina
$411K -$8.64K -312 -2%
WPA
609
West Paces Advisors
Georgia
$407K – – –
RPA
610
Rock Point Advisors
Vermont
$405K +$1.25K +45 +0.3%
PL
611
Plancorp LLC
Missouri
$403K +$332 +12 +0.1%
HC
612
Hamilton Capital
Ohio
$402K +$268K +29,220 +200%
MIA
613
MeadowBrook Investment Advisors
Michigan
$401K -$415 -15 -0.1%
RFA
614
Resurgent Financial Advisors
Georgia
$401K +$14.4K +519 +4%
CIS
615
Continental Investors Services
Washington
$401K -$75.9K -2,760 -16%
PI
616
PFG Investments
New York
$396K +$7.06K +255 +2%
OPA
617
Old Port Advisors
Maine
$393K -$19.8K -714 -5%
PFP
618
Pinnacle Financial Partners
Tennessee
$381K +$1.99K +72 +0.5%
RWM
619
RBA Wealth Management
California
$380K +$2.99K +108 +0.8%
FTDI
620
First Trust Direct Indexing
Massachusetts
$375K +$375K +13,548 New
NC
621
NewSquare Capital
Pennsylvania
$375K +$375K +13,533 +150,367%
FWM
622
Fingerlakes Wealth Management
New York
$372K +$665 +24 +0.2%
OPS
623
Orion Portfolio Solutions
Nebraska
$367K -$440K -15,885 -55%
BCI
624
Brinker Capital Investments
Pennsylvania
$367K -$440K -15,885 -55%
FRA
625
Frank Rimerman Advisors
California
$364K – – –
23 24
25
26 27