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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 %
PWMG
626
Prestige Wealth Management Group
New Jersey
$362K – – –
IAA
627
Independent Advisor Alliance
North Carolina
$359K -$196K -7,074 -35%
SC
628
Scotia Capital
Ontario, Canada
$359K +$119K +4,299 +50%
LAIC
629
Lederer & Associates Investment Counsel
California
$355K +$8.07K +291 +2%
SSB
630
Sandy Spring Bank
Maryland
$354K +$68.1K +2,457 +24%
AC
631
AlphaCore Capital
California
$353K – – –
HCA
632
Harbour Capital Advisors
Virginia
$352K – – –
GG
633
Greenwood Gearhart
Arkansas
$352K +$13.8K +498 +4%
PAMG
634
Patton Albertson Miller Group
Tennessee
$347K -$20.9K -756 -6%
PWA
635
Pillar Wealth Advisors
Pennsylvania
$345K -$5.06M -182,736 -94%
RA
636
RFG Advisory
Alabama
$345K +$11.4K +411 +3%
VCA
637
Verdence Capital Advisors
Maryland
$343K +$39.4K +1,422 +13%
FCM
638
Firestone Capital Management
Florida
$343K +$1.58K +57 +0.5%
PFGIA
639
Patriot Financial Group Insurance Agency
Massachusetts
$343K -$44.8K -1,617 -12%
HIM
640
Harbour Investment Management
Washington
$337K – – –
PB
641
Pinnacle Bancorp
Nebraska
$336K – – –
OCM
642
Osterweis Capital Management
California
$335K -$790K – –
TC
643
Tenret Company
Florida
$332K -$582 -21 -0.2%
PFS
644
Prospera Financial Services
Texas
$331K -$38.5K -1,386 -10%
BB
645
Busey Bank
Illinois
$331K – – –
ACM
646
Armbruster Capital Management
New York
$327K +$1.25K +45 +0.4%
KWS
647
Keystone Wealth Services
California
$323K -$12.2K -441 -4%
RBCM
648
Raub Brock Capital Management
California
$323K +$332 +12 +0.1%
CIAS
649
Capital Investment Advisory Services
North Carolina
$323K -$14.4K -519 -4%
Bank of Montreal
650
Bank of Montreal
Ontario, Canada
$322K +$91.9K +3,318 +40%
24 25
26
27 28