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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 %
AW
726
Avion Wealth
Texas
$217K +$83 +3 +0%
HIA
727
Harbor Investment Advisory
Maryland
$217K -$4.98K -180 -2%
FMN
728
Financial Management Network
California
$216K +$747 +27 +0.3%
SCP
729
Stevens Capital Partners
Nebraska
$216K +$216K +7,806 New
RF
730
Robbins Farley
New Hampshire
$216K -$4.74K -171 -2%
BA
731
Ballast Advisors
Minnesota
$215K -$14K -504 -6%
KeyBank National Association
732
KeyBank National Association
Ohio
$214K – – –
TIM
733
Total Investment Management
Arizona
$214K +$214K +7,710 New
SI
734
Shaker Investments
Ohio
$213K +$213K +7,707 New
LC
735
LCNB Corp
Ohio
$213K +$213K +7,680 New
PA
736
Procyon Advisors
Connecticut
$211K +$211K +7,629 New
SI
737
Stephens Inc
Arkansas
$211K -$7.48K -270 -3%
RIM
738
Rockbridge Investment Management
New York
$210K +$210K +7,566 New
ECM
739
Evergreen Capital Management
Washington
$208K +$208K +7,509 New
BAAM
740
Baker Avenue Asset Management
California
$207K +$207K +7,470 New
4WM
741
49 Wealth Management
Texas
$207K +$207K +7,467 New
SC
742
Slow Capital
California
$207K +$207K +7,461 New
IF
743
Intrua Financial
Texas
$207K +$207K +7,455 New
Northern Trust
744
Northern Trust
Illinois
$206K -$863K -31,161 -81%
TFG
745
Tull Financial Group
Virginia
$205K +$205K +7,398 New
DF
746
DecisionPoint Financial
Arizona
$204K +$831 +30 +0.4%
EWM
747
Evercore Wealth Management
New York
$203K +$203K +7,335 New
CIP
748
Capital Insight Partners
Arizona
$202K +$202K +7,299 New
PWM
749
Peterson Wealth Management
Nevada
$201K +$201K +7,257 New
MA
750
Montag & Associates
Georgia
$184K – – –
28 29
30
31 32