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
$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 %
TH
876
TCTC Holdings
Texas
$166 – – –
CMP
877
Coston McIsaac & Partners
Maine
$84 – – –
GM
878
GeoWealth Management
Illinois
$11 – – –
SW
879
Simplicity Wealth
New Jersey
– -$16.6M -640,557 Closed
SFC
880
Strategic Financial Concepts
Texas
– -$484 -117,006 Closed
HP
881
Holistic Planning
Texas
– -$1.45M -53,451 Closed
MW
882
Maia Wealth
Colorado
– -$476K -17,748 Closed
PWG
883
Portside Wealth Group
Utah
– -$410K -15,807 Closed
WCM
884
Wealthcare Capital Management
Virginia
– -$382K -14,715 Closed
PWM
885
Praetorian Wealth Management
California
– -$361K -13,908 Closed
CIA
886
Choate Investment Advisors
Massachusetts
– -$351K -13,530 Closed
TI
887
Trexquant Investment
Connecticut
– -$341K -13,161 Closed
CWM
888
Calamos Wealth Management
Illinois
– -$298K -11,499 Closed
GFP
889
Gryphon Financial Partners
Ohio
– -$296K -11,424 Closed
VV
890
Verity & Verity
South Carolina
– -$282K -10,863 Closed
TA
891
TrueWealth Advisors
Alabama
– -$280K -10,806 Closed
FFS
892
Founders Financial Securities
Maryland
– -$228K -8,781 Closed
FMWA
893
Forvis Mazars Wealth Advisors
Missouri
– -$225K -8,667 Closed
HIC
894
Hartline Investment Corp
Illinois
– -$219K -8,457 Closed
HI
895
Human Investing
Oregon
– -$219K -8,427 Closed
CIC
896
Carnegie Investment Counsel
Ohio
– -$201K -7,737 Closed
CP
897
Camelot Portfolios
Ohio
– -$101K -3,900 Closed
GBT
898
Grove Bank & Trust
Florida
– -$78.6K -3,030 Closed
ATPW
899
Ashton Thomas Private Wealth
Arizona
– -$71.3K -2,748 Closed
MWM
900
Mascoma Wealth Management
New Hampshire
– -$40.6K -1,566 Closed
33 34 35
36
37