SCHM icon

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 %
CT
826
Clearstead Trust
Maine
$20K – – –
NS
827
NBC Securities
Alabama
$20K – – –
VWM
828
Valley Wealth Managers
New Jersey
$18.2K – – –
MSG
829
Main Street Group
Virginia
$17.5K +$83 +3 +0.5%
GWM
830
GSB Wealth Management
Connecticut
$16.4K +$16.4K +594 New
HCM
831
Hollencrest Capital Management
California
$16.4K – – –
SIS
832
Sound Income Strategies
Florida
$16K +$15.8K +570 +6,333%
UCI
833
Uncommon Cents Investing
Wisconsin
$15.5K +$15.5K +561 New
FFA
834
Fairfield Financial Advisors
Massachusetts
$13.9K +$166 +6 +1%
JFG
835
JDM Financial Group
Texas
$13.3K – – –
BCMLT
836
Beacon Capital Management LLC (Tennessee)
Tennessee
$12.9K +$12.9K +465 New
DI
837
DAGCO Inc
Ohio
$12.6K – – –
TPCW
838
TD Private Client Wealth
New York
$12.5K -$2.74K -99 -18%
BFPW
839
BOK Financial Private Wealth
Colorado
$12.1K – – –
HR
840
Howe & Rusling
New York
$11K – – –
ME
841
McIlrath & Eck
Washington
$11K – – –
AEPWM
842
Atlantic Edge Private Wealth Management
Florida
$10.9K – – –
PIS
843
POM Investment Strategies
North Carolina
$10.4K – – –
AAP
844
Arax Advisory Partners
Colorado
$9.3K +$83 +3 +0.9%
SL
845
Salomon & Ludwin
Virginia
$8.56K -$117K -4,215 -93%
RA
846
Rise Advisors
New York
$8.4K +$83 +3 +1%
FPFS
847
First Personal Financial Services
North Carolina
$8.31K +$8.31K +300 New
CT
848
Coastline Trust
Rhode Island
$8.31K +$8.31K +300 New
AWM
849
Atticus Wealth Management
Florida
$8.16K – – –
RCM
850
Raleigh Capital Management
North Carolina
$7.06K +$7.06K +255 New
32 33
34
35 36