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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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.67B 25,929,301 +4,708,031 +22%
Creative Planning
2
Creative Planning
Kansas
$817M 9,830,646 -213,904 -2%
HighTower Advisors
3
HighTower Advisors
Illinois
$271M 3,258,331 +82,365 +3%
MGIA
4
Moneta Group Investment Advisors
Missouri
$199M 7,184,166 +4,953,414 +222%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$197M 2,371,743 +89,370 +4%
Cerity Partners
6
Cerity Partners
New York
$188M 2,264,769 +287,937 +15%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$170M 2,042,382 -28,436 -1%
AA
8
Advisory Alpha
Michigan
$161M 1,936,463 +99,151 +5%
UBS Group
9
UBS Group
Switzerland
$123M 1,485,963 -28,408 -2%
LWMT
10
Legacy Wealth Management (Tennessee)
Tennessee
$114M 1,375,275 +30,294 +2%
FFA
11
Fragasso Financial Advisors
Pennsylvania
$92.3M 1,110,656 +86,185 +8%
JFG
12
JMG Financial Group
Illinois
$80.7M 970,779 +1,494 +0.2%
Ameriprise
13
Ameriprise
Minnesota
$63.1M 735,089 -7,952 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$62.6M 753,429 -20,594 -3%
PCIA
15
Prime Capital Investment Advisors
Kansas
$60.4M 726,723 -38,527 -5%
Mariner
16
Mariner
Kansas
$58.7M 706,706 +11,175 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$54.8M 659,628 +14,509 +2%
SFS
18
Summit Financial Strategies
Ohio
$54.7M 657,835 +15,719 +2%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$50.1M 1,809,861 +1,309,517 +262%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$48.5M 584,164 -3,200 -0.5%
RWM
21
RKL Wealth Management
Pennsylvania
$47.6M 572,939 -17,543 -3%
BPA
22
Beacon Pointe Advisors
California
$47M 565,562 -35,140 -6%
LPL Financial
23
LPL Financial
California
$44.8M 539,657 +23,678 +5%
GAM
24
Gemmer Asset Management
California
$40.7M 489,389 +8,011 +2%
BBA
25
BLB&B Advisors
Pennsylvania
$39.4M 473,922 -27,790 -6%
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