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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 %
UW
701
Unique Wealth
Florida
$246K -$51.4K -1,857 -17%
AFA
702
Arlington Financial Advisors
California
$246K -$14.2K -513 -5%
FF
703
Farnam Financial
Arizona
$245K +$245K +8,856 New
HCMT
704
Highland Capital Management (Tennessee)
Tennessee
$244K – – –
G
705
Gainplan
Michigan
$242K – – –
ZIM
706
Zacks Investment Management
Illinois
$241K -$7.23K -261 -3%
GWM
707
Global Wealth Management
New Jersey
$241K +$241K +8,694 New
GWM
708
Gray Wealth Management
Maine
$240K – – –
AFTS
709
American Financial & Tax Strategies
New York
$237K -$1.75K -63 -0.7%
LCM
710
Liberty Capital Management
Michigan
$233K – – –
PAM
711
Peak Asset Management
Colorado
$232K -$21.6K -780 -9%
WCFA
712
Walkner Condon Financial Advisors
Wisconsin
$228K – – –
KFA
713
Kelleher Financial Advisors
New York
$226K – – –
HGWM
714
Horst & Graben Wealth Management
Oregon
$226K -$83 -3 -0%
SCA
715
Snowden Capital Advisors
New York
$225K -$64.3K -2,322 -22%
NCM
716
Next Capital Management
New York
$224K +$166 +6 +0.1%
BMD
717
Better Money Decisions
New Mexico
$224K +$1.25K +45 +0.6%
FA
718
FSA Advisors
Michigan
$222K -$3.06K -111 -1%
RFC
719
Regions Financial Corp
Alabama
$221K -$35K -1,263 -14%
VBFP
720
Valtinson Bruner Financial Planning
Minnesota
$221K – – –
HCM
721
Hengehold Capital Management
Ohio
$220K -$25.6K -924 -10%
FM
722
Family Management
New York
$219K – – –
FNT
723
First National Trust
Pennsylvania
$219K +$219K +7,893 New
ODIJL
724
One Day In July LLC
Vermont
$218K – – –
RBC
725
Romano Brothers & Co
Illinois
$218K +$218K +7,875 New
27 28
29
30 31