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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
$1.67B
2
MGIA
Moneta Group Investment Advisors
Missouri
$199M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$50.1M
4
TCM
Tradewinds Capital Management
Washington
$28.6M
5
CWM
Campbell Wealth Management
Virginia
$24.5M

Top Sellers

1
MFT
Moisand Fitzgerald Tamayo
Florida
$8.53M
2
Creative Planning
Creative Planning
Kansas
$817M
3
AWM
Apollon Wealth Management
South Carolina
$1.4M
4
SW
Simplicity Wealth
New Jersey
$0
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBW
851
Hazlett, Burt & Watson
West Virginia
$7K -$8.27K -294 -54%
FHA
852
First Horizon Advisors
Tennessee
$6.15K -$3.24K -117 -35%
PIP
853
Peachtree Investment Partners
Florida
$6.01K – – –
National Bank of Canada
854
National Bank of Canada
Quebec, Canada
$6.01K -$162K -17,514 -96%
APW
855
Atlantic Private Wealth
North Carolina
$5.95K – – –
GI
856
GS Investments
Minnesota
$5.79K – – –
BAM
857
Bellevue Asset Management
Washington
$5.65K – – –
HWA
858
Heritage Wealth Advisors
Virginia
$5.43K +$5.43K +195 New
CFB
859
Cullen/Frost Bankers
Texas
$5.42K +$5.42K +195 New
CPG
860
Cornerstone Planning Group
New Jersey
$4.45K +$2.94K +315 +194%
GWSG
861
GPS Wealth Strategies Group
Colorado
$4.25K – – –
CFG
862
Copley Financial Group
California
$3.91K +$3.91K +141 New
CJ
863
Caitlin John
Michigan
$3.32K +$2.21K +228 +200%
BL
864
Balentine LLC
Georgia
$3.16K – – –
PPA
865
Painted Porch Advisors
California
$2.41K – – –
EWM
866
EPG Wealth Management
Georgia
$2.24K +$2.24K +81 New
ACM
867
Anfield Capital Management
California
$1.61K – – –
CPBTD
868
Central Pacific Bank - Trust Division
Hawaii
$1.58K – – –
WWP
869
WR Wealth Planners
Missouri
$1.51K – – –
GSEP
870
Golden State Equity Partners
California
$1.33K +$1.33K +48 New
HDIM
871
Hanson & Doremus Investment Management
Vermont
$1K – – –
AWM
872
Abound Wealth Management
Tennessee
$907 – – –
DWM
873
Dogwood Wealth Management
Kansas
$577 – – –
Russell Investments Group
874
Russell Investments Group
United Kingdom
$551 -$1.57K -60 -74%
CSWM
875
Cassady Schiller Wealth Management
Ohio
$334 +$334 +12 New
33 34
35
36 37