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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 %
GPFA
201
Game Plan Financial Advisors
Ohio
$4.56M +$606K +21,867 +15%
CWA
202
Carolina Wealth Advisors
South Carolina
$4.48M -$91.3K -3,297 -2%
CCWA
203
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.41M -$25.8K -930 -0.6%
PAG
204
Powers Advisory Group
Illinois
$4.36M +$73K +2,637 +2%
CFIA
205
Cantor Fitzgerald Investment Advisors
New York
$4.35M +$1.6M +57,861 +58%
DWM
206
Diversify Wealth Management
Utah
$4.26M +$4.26M +461,853 New
MCM
207
Mengis Capital Management
Oregon
$4.2M -$186K -6,732 -4%
AWA
208
Acorn Wealth Advisors
Michigan
$4.17M -$61.6K -2,223 -1%
BBW
209
Blue Barn Wealth
Utah
$4.16M +$209K +7,533 +5%
MAS
210
Madden Advisory Services
Florida
$4.11M +$180K +6,492 +5%
ACM
211
Arcataur Capital Management
Wisconsin
$4.11M -$11.9K -429 -0.3%
SCM
212
Steele Capital Management
Iowa
$4.1M – – –
SFMG
213
Sage Financial Management Group
Virginia
$4.08M +$4.08M +147,141 New
EFG
214
Everhart Financial Group
Ohio
$4.06M -$79.5K -2,871 -2%
NA
215
NewEdge Advisors
Louisiana
$4.06M -$121K -4,356 -3%
WMG
216
WESCAP Management Group
California
$4.02M -$109K -3,942 -3%
CW
217
Code Waechter
Florida
$3.99M +$3.99M +144,093 New
NYLIM
218
New York Life Investment Management
New York
$3.99M -$6.43M -232,212 -62%
JWS
219
Juncture Wealth Strategies
Arizona
$3.99M -$233K -8,418 -6%
ISWM
220
Independent Solutions Wealth Management
New York
$3.92M -$408K -14,739 -9%
RWM
221
Reston Wealth Management
Virginia
$3.91M +$190K +6,852 +5%
AOWM
222
Alpha Omega Wealth Management
Virginia
$3.89M -$198K -7,152 -5%
BBPWM
223
Blue Bell Private Wealth Management
Pennsylvania
$3.87M -$33.9K -1,224 -0.9%
ECM
224
Exchange Capital Management
Michigan
$3.85M -$1.25M -45,078 -25%
FVWA
225
Foster Victor Wealth Advisors
South Carolina
$3.81M +$3.81M +137,616 New
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