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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 %
BMO
676
Beck Mack & Oliver
New York
$282K – – –
AP
677
Appleton Partners
Massachusetts
$279K – – –
WGC
678
Watts Gwilliam & Co
Arizona
$277K +$277K +10,074 New
HF
679
HRT Financial
New York
$277K +$277K +10,002 New
KPWS
680
Kestra Private Wealth Services
Texas
$276K -$9.64K -348 -3%
ACA
681
Ascension Capital Advisors
Texas
$275K – – –
HIP
682
HUB Investment Partners
Texas
$275K +$275K +9,927 New
Empower Advisory Group
683
Empower Advisory Group
Colorado
$274K +$47.4K +1,710 +21%
GWANC
684
Guardian Wealth Advisors (North Carolina)
North Carolina
$274K +$14.9K +537 +6%
TW
685
TrinityPoint Wealth
Connecticut
$273K -$11.1K -399 -4%
AT
686
American Trust
Kentucky
$271K -$74.9K -2,703 -22%
AR
687
Apeiron RIA
Texas
$266K – – –
AA
688
Ancora Advisors
Ohio
$266K – – –
EAM
689
Everstar Asset Management
North Carolina
$264K +$264K +9,522 New
ONB
690
Old National Bancorp
Indiana
$263K – – –
MWM
691
Mission Wealth Management
California
$262K +$415 +15 +0.2%
Comerica Bank
692
Comerica Bank
Texas
$261K -$5.07K -183 -2%
EWM
693
Empirical Wealth Management
Washington
$260K -$4.49K -162 -2%
FWA
694
FSM Wealth Advisors
Ohio
$258K – – –
CSIC
695
Clifford Swan Investment Counsel
California
$258K +$498 +18 +0.2%
TWM
696
Thrive Wealth Management
Pennsylvania
$258K -$1.5K -54 -0.6%
AC
697
AWM Capital
Arizona
$256K – – –
FIA
698
Foundations Investment Advisors
Arizona
$253K -$76.1K -2,748 -23%
FNBOMD
699
First National Bank of Mount Dora
Florida
$249K – – –
MCCP
700
Mission Creek Capital Partners
California
$249K – – –
26 27
28
29 30