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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
+$304M
2
MGIA
Moneta Group Investment Advisors
Missouri
+$137M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$36.2M
4
TCM
Tradewinds Capital Management
Washington
+$27.7M
5
CWM
Campbell Wealth Management
Virginia
+$24.5M

Top Sellers

1
MFT
Moisand Fitzgerald Tamayo
Florida
-$24M
2
Creative Planning
Creative Planning
Kansas
-$17.8M
3
AWM
Apollon Wealth Management
South Carolina
-$17.7M
4
SW
Simplicity Wealth
New Jersey
-$16.6M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$12.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
176
Cape Investment Advisory
Georgia
$5.97M +$103K +3,729 +2%
CAG
177
Compass Advisory Group
New York
$5.92M +$3.46M +124,860 +140%
VA
178
Valmark Advisers
Ohio
$5.87M +$287K +10,374 +5%
SOS
179
Silver Oak Securities
Tennessee
$5.86M +$849K +30,633 +17%
PFA
180
Pure Financial Advisors
California
$5.84M -$48.4K -1,749 -0.8%
AIM
181
Anchor Investment Management
South Carolina
$5.83M +$94.4K +3,408 +2%
GCP
182
Gill Capital Partners
Colorado
$5.82M +$10.6K +381 +0.2%
MMA
183
Miracle Mile Advisors
California
$5.79M -$72.9K -2,631 -1%
B
184
Birchbrook
Maine
$5.74M -$13K -471 -0.2%
NCM
185
Northwest Capital Management
Oregon
$5.73M -$52.2K -1,884 -0.9%
CA
186
Capital Advantage
California
$5.68M -$271K -9,789 -5%
HF
187
Halpern Financial
Virginia
$5.53M +$1.22M +44,430 +28%
LIM
188
Lathrop Investment Management
Arkansas
$5.45M -$109K -3,939 -2%
CCM
189
Colorado Capital Management
Colorado
$5.4M -$819K -29,565 -13%
CWM
190
Congress Wealth Management
Massachusetts
$5.32M +$19.6K +708 +0.4%
TYCC
191
Texas Yale Capital Corp
Florida
$5.22M +$482K +17,415 +10%
FIC
192
Family Investment Center
Missouri
$4.92M +$59.4K +2,145 +1%
GVAG
193
Great Valley Advisor Group
Delaware
$4.91M -$143K -5,178 -3%
BCM
194
Brookstone Capital Management
Illinois
$4.87M +$214K +7,710 +5%
GG
195
Gleason Group
Kentucky
$4.84M +$196K +7,086 +4%
PWA
196
Peterson Wealth Advisors
Utah
$4.83M +$19.4K +699 +0.4%
HWA
197
Hilltop Wealth Advisors
North Carolina
$4.77M -$32.7K -1,182 -0.7%
AF
198
Allworth Financial
California
$4.75M -$1.7M -61,482 -26%
LBC
199
Lowe Brockenbrough & Co
Virginia
$4.72M -$13.6K -492 -0.3%
MAM
200
McCarthy Asset Management
California
$4.69M -$202K -7,305 -4%
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