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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

875 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, 332 increasing their positions, 335 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
875
Holders Change
+28
Holders Change %
+3.31%
% of All Funds
12.66%
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
332
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 %
PK
751
Pflug Koory
Nebraska
$175K +$175K +6,321 New
FG
752
Fairman Group
Pennsylvania
$172K +$9.22K +333 +6%
OSAM
753
O'Shaughnessy Asset Management
Connecticut
$168K +$14.3K +1,527 +9%
GT
754
Glenmede Trust
Pennsylvania
$167K – – –
SWA
755
SOA Wealth Advisors
New York
$165K +$1.16K +42 +0.7%
BTI
756
Blue Trust Inc
Georgia
$160K +$87.4K +3,369 +120%
AF
757
Advisornet Financial
Minnesota
$154K -$191K -6,900 -55%
DSC
758
Duncker Streett & Co
Missouri
$150K – – –
RDFA
759
Ritter Daniher Financial Advisory
Ohio
$144K – – –
NG
760
NWK Group
California
$143K – – –
OP
761
ORG Partners
Indiana
$143K – – –
BONH
762
Bank of New Hampshire
New Hampshire
$142K – – –
TCOV
763
Trust Company of Vermont
Vermont
$139K +$113K +4,089 +447%
DCM
764
Davis Capital Management
Florida
$134K -$2.33K -84 -2%
KFI
765
Key Financial Inc
Pennsylvania
$134K – – –
S
766
SignatureFD
Georgia
$130K – – –
JFGIW
767
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$119K -$348K -12,555 -74%
EA
768
Evolution Advisers
Virginia
$116K – – –
BF
769
BOK Financial
Oklahoma
$114K +$23.8K +867 +26%
NIC
770
Northwest Investment Counselors
Oregon
$110K +$110K +3,960 New
Qube Research & Technologies (QRT)
771
Qube Research & Technologies (QRT)
United Kingdom
$108K -$137K -4,944 -56%
FCA
772
FinTrust Capital Advisors
South Carolina
$108K +$83 +3 +0.1%
FCT
773
First Community Trust
Iowa
$106K – – –
OA
774
Operose Advisors
Wisconsin
$89.9K +$665 +24 +0.7%
CIM
775
Contravisory Investment Management
Massachusetts
$85.8K +$2.49K +90 +3%
29 30
31
32 33