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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 %
BIG
101
Bush Investment Group
Georgia
$10.7M +$55.9K +2,019 +0.5%
CAM
102
Cresset Asset Management
Illinois
$10.5M +$2.63M +94,890 +33%
TCM
103
Towercrest Capital Management
Pennsylvania
$10.5M -$473K -17,082 -4%
AWMG
104
Alliance Wealth Management Group
New Jersey
$10.5M -$473K -17,082 -4%
VNA
105
Valley National Advisers
Pennsylvania
$10.3M -$2.32M -83,778 -18%
PFM
106
Peak Financial Management
Massachusetts
$10.3M +$89.4K +3,228 +0.9%
WTC
107
WhitTier Trust Company
Nevada
$10.3M -$178K -6,441 -2%
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$10.2M +$296K +10,689 +3%
NSAM
109
North Star Asset Management
Wisconsin
$10.2M +$119K +4,305 +1%
ATWA
110
Arbor Trust Wealth Advisors
Michigan
$9.96M – – –
TPW
111
Tiller Private Wealth
Pennsylvania
$9.81M +$249K +9,000 +3%
CKAIS
112
Christensen King & Associates Investment Services
Washington
$9.79M -$188K -6,801 -2%
PTCG
113
Pring Turner Capital Group
California
$9.71M +$884K +31,905 +10%
NFG
114
Nadler Financial Group
Illinois
$9.69M -$33.2K -1,200 -0.3%
FCM
115
Fortis Capital Management
Washington
$9.61M +$142K +5,121 +1%
LPAM
116
Lodestar Private Asset Management
California
$9.52M +$1.05M +38,040 +12%
LCC
117
Lincoln Capital Corp
Rhode Island
$9.51M +$76.8K +2,772 +0.8%
SWA
118
Sightline Wealth Advisors
Connecticut
$9.46M +$56.4K +2,037 +0.6%
SFWC
119
Strategic Family Wealth Counselors
New Jersey
$9.41M +$223K +8,040 +2%
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$9.3M +$115K +4,152 +1%
LF
121
Lee Financial
Texas
$9.21M -$51.8K -1,869 -0.6%
HWM
122
HB Wealth Management
Georgia
$9.19M +$3.66K +132 +0%
AWM
123
Avior Wealth Management
Nebraska
$9.17M +$29.7K +1,071 +0.3%
BSAM
124
Blue Square Asset Management
New York
$8.98M +$275K +9,933 +3%
CCFM
125
Clear Creek Financial Management
Washington
$8.89M +$362K +13,071 +4%
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5
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