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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 %
MPWT
801
MassMutual Private Wealth & Trust
Connecticut
$40.9K +$40.9K +1,476 New
CAS
802
Coppell Advisory Solutions
Texas
$38.8K +$21.3K +768 +121%
GWS
803
Glassman Wealth Services
Virginia
$38.6K -$175K -6,333 -82%
UB
804
UMB Bank
Missouri
$36.6K – – –
PCA
805
Providence Capital Advisors
North Carolina
$35.6K – – –
GWM
806
Guardian Wealth Management
Illinois
$35.5K +$83 +3 +0.2%
AssetMark Inc
807
AssetMark Inc
California
$34.5K -$24.6K -888 -42%
AIC
808
Archer Investment Corporation
Indiana
$34.3K +$32.7K +1,179 +1,965%
CI
809
Cordant Inc
Oregon
$30.2K +$30.2K +1,089 New
BCM
810
Blume Capital Management
California
$29.1K – – –
EWA
811
EverSource Wealth Advisors
Alabama
$28.5K – – –
CP
812
Castleview Partners
Texas
$28K +$83 +3 +0.3%
TC
813
Truvestments Capital
Florida
$27.3K +$27.3K +984 New
GWM
814
Geneos Wealth Management
Colorado
$26.6K – – –
FMII
815
Farmers & Merchants Investments Inc
Nebraska
$26.3K – – –
Citigroup
816
Citigroup
New York
$26.1K +$14.7K +531 +129%
OC
817
Oarsman Capital
Wisconsin
$25.8K +$25.8K +933 New
CA
818
Continuum Advisory
Idaho
$22K -$11.9K -1,236 -35%
RIL
819
Rothschild Investment LLC
Illinois
$21.4K +$166 +6 +0.8%
HGERS
820
Householder Group Estate & Retirement Specialist
Arizona
$21K – – –
SVCP
821
Silicon Valley Capital Partners
California
$20.9K +$166 +6 +0.8%
WT
822
Washington Trust
Rhode Island
$20.8K – – –
FCM
823
Fourpath Capital Management
Oklahoma
$20.8K +$20.8K +750 New
TAM
824
Tucker Asset Management
Colorado
$20.6K – – –
RI
825
Ridgewood Investments
New Jersey
$20.3K – – –
31 32
33
34 35