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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 %
MCM
151
MAI Capital Management
Ohio
$7.28M -$420K -15,180 -5%
LA
152
LexAurum Advisors
Kansas
$7.16M +$531K +19,185 +8%
MSFS
153
Main Street Financial Solutions
Pennsylvania
$7.11M +$125K +4,503 +2%
MBI
154
May Barnhard Investments
Maryland
$7.07M +$194K +6,993 +3%
SDWMA
155
Schneider Downs Wealth Management Advisors
Pennsylvania
$7.05M +$35K +1,263 +0.5%
MI
156
Moneywise Inc
Virginia
$7.02M -$4.15M -149,697 -37%
JWBC
157
John W. Brooker & Co
California
$6.97M +$120K +4,326 +2%
SAM
158
Smithbridge Asset Management
Pennsylvania
$6.97M -$281K -10,152 -4%
KCPG
159
Kavar Capital Partners Group
Kansas
$6.91M +$155K +5,589 +2%
EE
160
EWG Elevate
California
$6.83M +$1.22M +43,887 +22%
MWM
161
Meridian Wealth Management
Kentucky
$6.74M +$6.74M +243,399 New
AMM
162
American Money Management
California
$6.72M +$296K +10,677 +5%
AQR Capital Management
163
AQR Capital Management
Connecticut
$6.71M +$60.9K +2,199 +0.9%
WT
164
Whittier Trust
California
$6.62M – – –
PVAMC
165
PPS&V Asset Management Consultants
Michigan
$6.58M +$177K +6,387 +3%
SA
166
Scarborough Advisors
Maryland
$6.52M +$6.52M +235,542 New
IWM
167
IHT Wealth Management
Illinois
$6.28M +$2.47M +89,526 +65%
NCMW
168
Northern Capital Management (Washington)
Washington
$6.27M -$107K -3,852 -2%
JJBC
169
James J. Burns & Company
New York
$6.2M +$22K +795 +0.4%
FSWA
170
Financial Synergies Wealth Advisors
Texas
$6.17M +$111K +4,011 +2%
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$6.09M +$145K +5,235 +2%
BP
172
Broadleaf Partners
Ohio
$6.04M +$191K +6,891 +3%
DFA
173
DHJJ Financial Advisors
Illinois
$6.03M +$314K +11,331 +5%
Baird Financial Group
174
Baird Financial Group
Wisconsin
$5.99M -$398K -14,352 -6%
BWM
175
Brown Wealth Management
Illinois
$5.98M -$2.66M -96,078 -31%
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