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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 %
SAM
651
Strategy Asset Managers
California
$320K +$320K +11,544 New
EWM
652
Elmwood Wealth Management
California
$318K – – –
TWP
653
Total Wealth Planning
Ohio
$317K +$332 +12 +0.1%
CAL
654
Capital Advisors Ltd
Ohio
$317K – – –
SWM
655
Stockman Wealth Management
Montana
$316K -$26.5K -957 -8%
JIR
656
James Investment Research
Ohio
$314K +$314K +11,355 New
KFS
657
Kaizen Financial Strategies
California
$312K -$7.65K -276 -2%
GWAM
658
Guardian Wealth Advisors (Minnesota)
Minnesota
$310K -$77.9K -2,811 -20%
GA
659
Goldstein Advisors
Wisconsin
$310K -$12.3K -444 -4%
AFA
660
American Financial Advisors
Georgia
$308K +$29.3K +1,059 +11%
AFG
661
Albion Financial Group
Utah
$306K -$19.1K -690 -6%
Natixis Advisors
662
Natixis Advisors
Massachusetts
$306K +$306K +33,177 New
WKSWA
663
White Knight Strategic Wealth Advisors
New Jersey
$305K -$30.1K -1,086 -9%
MIP
664
Marietta Investment Partners
Wisconsin
$302K -$78.4K -2,829 -21%
PIM
665
Penobscot Investment Management
Massachusetts
$301K – – –
SIS
666
Strategic Investment Solutions
Illinois
$300K -$35.5K -1,281 -11%
CF
667
Centaurus Financial
California
$298K -$3.33K -120 -1%
CIBC Private Wealth Group
668
CIBC Private Wealth Group
Georgia
$297K -$297K -10,722 -50%
EL
669
EWA LLC
Pennsylvania
$297K +$169K +17,637 +132%
PMSA
670
Patrick M. Sweeney & Associates
Illinois
$296K +$46.3K +1,671 +19%
HL
671
HeadInvest LLC
Maine
$292K -$831 -30 -0.3%
SPWM
672
Schrum Private Wealth Management
Florida
$291K +$291K +10,506 New
CCA
673
Clarity Capital Advisors
Florida
$289K +$2.08K +75 +0.7%
FWS
674
FinDec Wealth Services
California
$287K +$1.91K +69 +0.7%
OIA
675
Optimum Investment Advisors
Illinois
$284K +$1.5K +54 +0.5%
25 26
27
28 29