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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.

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
1
Financial Engines Advisors
California
$1.67B
2
MGIA
2
Moneta Group Investment Advisors
Missouri
$199M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$50.1M
4
TCM
4
Tradewinds Capital Management
Washington
$28.6M
5
CWM
5
Campbell Wealth Management
Virginia
$24.5M

Top Sellers

1
MFT
1
Moisand Fitzgerald Tamayo
Florida
$8.53M
2
Creative Planning
2
Creative Planning
Kansas
$817M
3
AWM
3
Apollon Wealth Management
South Carolina
$1.4M
4
SW
4
Simplicity Wealth
New Jersey
$0
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$13.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
76
Richardson Capital Management
Wisconsin
$14.2M +$245K +8,844 +2%
FFN
77
Focus Financial Network
Minnesota
$13.8M -$566K -20,442 -4%
PAI
78
Pittenger & Anderson Inc
Nebraska
$13.7M -$9.39K -339 -0.1%
HG
79
Harbor Group
New Hampshire
$13.6M -$72.2K -2,607 -0.5%
HSA
80
HBK Sorce Advisory
Pennsylvania
$13.5M -$1.16M -41,751 -8%
Wells Fargo
81
Wells Fargo
California
$13.4M -$367K -13,260 -3%
FNC
82
First National Corp
Massachusetts
$13.3M +$612K +22,104 +5%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$13.1M -$12.8M -462,633 -49%
LFG
84
Larson Financial Group
Missouri
$12.9M -$263K -9,492 -2%
SFA
85
Seneca Financial Advisors
New York
$12.6M +$191K +6,888 +2%
PSP
86
Pacific Sage Partners
Washington
$12.6M +$782K +28,218 +7%
WA
87
Waverly Advisors
Alabama
$12.3M -$940K -33,924 -7%
TLP
88
Trinity Legacy Partners
Texas
$12.3M +$8.41M +897,459 +217%
IAS
89
IMA Advisory Services
Colorado
$12.2M +$12.2M +440,835 New
OFG
90
Omega Financial Group
California
$12.2M -$830K -29,958 -6%
FTS
91
Fifth Third Securities
Ohio
$12.1M -$346K -12,489 -3%
SIG
92
Spinnaker Investment Group
California
$11.9M +$447K +16,134 +4%
LIM
93
Leavell Investment Management
Alabama
$11.7M -$484K -17,469 -4%
CMP
94
Courage Miller Partners
Virginia
$11.6M +$152K +5,502 +1%
MML Investors Services
95
MML Investors Services
Massachusetts
$11.4M +$46.5K +1,680 +0.4%
MIA
96
Milestone Investment Advisors
Wisconsin
$11.4M -$513K -18,510 -4%
SJIM
97
St. Johns Investment Management
Florida
$11.2M -$40.2K -1,452 -0.4%
Osaic Holdings
98
Osaic Holdings
Arizona
$10.9M +$663K +23,937 +6%
CCA
99
Clearwater Capital Advisors
Illinois
$10.8M +$388K +14,025 +4%
CA
100
Clearstead Advisors
Ohio
$10.8M +$348K +12,567 +3%
2 3
4
5 6