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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

848 hedge funds and large institutions have $7.13B invested in Schwab US Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 273 increasing their positions, 346 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
-9
Holders Change %
-1.05%
% of All Funds
12.33%
Holding in Top 10
77
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-9.41%
% of All Funds
1.12%
New
56
Increased
273
Reduced
346
Closed
53
Calls
$467K
Puts
$233K
Net Calls
+$234K
Net Calls Change
-$353K

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$44.7M
2
AWM
Apollon Wealth Management
South Carolina
+$16.6M
3
KAS
Kestra Advisory Services
Texas
+$16.5M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$11.9M
5
AA
Advisory Alpha
Michigan
+$9.63M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
-$83.4M
2
HighTower Advisors
HighTower Advisors
Illinois
-$40.3M
3
CWM
Campbell Wealth Management
Virginia
-$22.1M
4
TCM
Tradewinds Capital Management
Washington
-$15.7M
5
Ameriprise
Ameriprise
Minnesota
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
226
Blue Bell Private Wealth Management
Pennsylvania
$3.66M -$47.5K -1,830 -1%
SFA
227
Souders Financial Advisors
Ohio
$3.59M +$65.2K +2,514 +2%
IWM
228
IHT Wealth Management
Illinois
$3.58M +$376K +14,511 +12%
VBWMG
229
Von Berge Wealth Management Group
California
$3.57M -$19.8K -771 -0.6%
JCM
230
Jacobi Capital Management
Pennsylvania
$3.55M +$3.55M +136,896 New
WAP
231
Wealthcare Advisory Partners
Pennsylvania
$3.55M -$522K -20,112 -13%
SPA
232
Sentinel Pension Advisors
Massachusetts
$3.5M -$168K -6,459 -5%
AFO
233
Arrowroot Family Office
California
$3.49M -$204K -7,863 -6%
RWM
234
Reston Wealth Management
Virginia
$3.49M -$59K -2,274 -2%
CFG
235
Citizens Financial Group
Rhode Island
$3.48M -$61.4K -2,358 -2%
BWG
236
Balanced Wealth Group
Ohio
$3.48M +$9.64K +375 +0.3%
AF
237
Apollon Financial
South Carolina
$3.44M +$60.6K +2,334 +2%
CHA
238
Carmichael Hill & Associates
Maryland
$3.42M +$134K +5,157 +4%
SF
239
Safeguard Financial
Wisconsin
$3.42M -$154K -5,940 -4%
WFAG
240
Wescott Financial Advisory Group
Pennsylvania
$3.4M -$298K -11,469 -8%
Focus Partners Wealth
241
Focus Partners Wealth
Massachusetts
$3.4M +$2.87M +110,613 +543%
Royal Bank of Canada
242
Royal Bank of Canada
Ontario, Canada
$3.39M -$1.71M -65,709 -33%
PA
243
Pinnacle Associates
New York
$3.29M +$19.4K +747 +0.6%
MG
244
Mather Group
Illinois
$3.28M +$210K +7,719 +7%
PA
245
Pineridge Advisors
Missouri
$3.25M +$3.25M +125,427 New
PSIWM
246
Paradigm Strategies in Wealth Management
Minnesota
$3.24M -$390K -15,039 -11%
PMFA
247
Plante Moran Financial Advisors
Michigan
$3.19M +$48.3K +1,860 +2%
CCM
248
Coldstream Capital Management
Washington
$3.16M -$251K -9,663 -7%
PIAS
249
PCA Investment Advisory Services
Ohio
$3.11M -$24.9K -960 -0.8%
PWM
250
Perigon Wealth Management
California
$3.11M -$6.77K -261 -0.2%
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