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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 %
SF
126
Schaeffer Financial
Maryland
$8.8M +$93.1K +3,363 +1%
KBFS
127
Kohmann Bosshard Financial Services
Ohio
$8.65M -$283K -10,200 -3%
MFT
128
Moisand Fitzgerald Tamayo
Florida
$8.53M -$24M -867,360 -74%
MCC
129
Money Concepts Capital
Florida
$8.51M -$25.7K -927 -0.3%
HFS
130
Horizon Financial Services
North Carolina
$8.51M +$202K +7,278 +2%
RDIA
131
RE Dickinson Investment Advisors
Iowa
$8.48M +$208K +7,497 +3%
GCA
132
Gradient Capital Advisors
California
$8.46M +$124K +4,491 +1%
PIMG
133
Patriot Investment Management Group
Tennessee
$8.39M -$24.3K -876 -0.3%
Truist Financial
134
Truist Financial
North Carolina
$8.24M +$295K +10,638 +4%
CSPIA
135
Cary Street Partners Investment Advisory
Virginia
$8.2M -$161K -5,808 -2%
TC
136
TownSquare Capital
Utah
$8.14M -$2.76M -99,828 -25%
BEI
137
Benjamin Edwards Inc
Missouri
$7.93M +$7.84M +283,143 +9,262%
BAMG
138
Brand Asset Management Group
Missouri
$7.91M -$275K -9,912 -3%
VWA
139
Visionary Wealth Advisors
Illinois
$7.89M -$26.1K -942 -0.3%
PAG
140
Private Advisor Group
New Jersey
$7.82M +$2.02M +72,939 +35%
JCM
141
Jacobi Capital Management
Pennsylvania
$7.64M +$3.85M +138,900 +101%
MWP
142
Meridian Wealth Partners
Pennsylvania
$7.63M -$375K -13,527 -5%
SS
143
Sunbelt Securities
Texas
$7.57M +$157K +5,676 +2%
NDSI
144
Newman Dignan & Sheerar Inc
Rhode Island
$7.48M +$5.08M +545,337 +211%
AFP
145
Ausdal Financial Partners
Iowa
$7.44M +$182K +6,588 +3%
MTIC
146
Missouri Trust & Investment Company
Missouri
$7.4M +$2.04M +73,506 +38%
VFIC
147
Valley Forge Investment Consultants
Pennsylvania
$7.34M +$6.81K +246 +0.1%
BDF
148
Black Diamond Financial
Maryland
$7.32M -$41.5K -1,500 -0.6%
VAMG
149
Voisard Asset Management Group
Michigan
$7.29M +$212K +7,647 +3%
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$7.29M -$85.4K -3,084 -1%
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