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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

847 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, 272 increasing their positions, 346 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
-9
Holders Change %
-1.05%
% of All Funds
12.32%
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
272
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
$178M
2
AWM
Apollon Wealth Management
South Carolina
$17.9M
3
KAS
Kestra Advisory Services
Texas
$20.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
$1.66B
5
AA
Advisory Alpha
Michigan
$143M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$59.6M
2
HighTower Advisors
HighTower Advisors
Illinois
$247M
3
CWM
Campbell Wealth Management
Virginia
$0
4
TCM
Tradewinds Capital Management
Washington
$844K
5
Ameriprise
Ameriprise
Minnesota
$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
251
Nicollet Investment Management
Minnesota
$3.11M -$19.4K -747 -0.6%
RWP
252
Revolve Wealth Partners
New Jersey
$3.1M -$32.2K -1,242 -1%
MA
253
MBA Advisors
Pennsylvania
$3.08M -$178K -6,858 -5%
EW
254
Element Wealth
Mississippi
$3.04M +$5.37K +207 +0.2%
RC
255
Roundview Capital
New Jersey
$3.03M -$21K -810 -0.7%
FFA
256
Farther Finance Advisors
California
$3M -$39.2K -1,524 -1%
PWMAG
257
Pinnacle Wealth Management Advisory Group
New Jersey
$2.98M +$19.4K +747 +0.7%
CP
258
Creekside Partners
California
$2.89M +$2.89M +111,213 New
ACA
259
Affinity Capital Advisors
California
$2.87M -$218K -8,391 -7%
TWG
260
The Wealth Group
Minnesota
$2.85M -$12.9K -498 -0.5%
SWM
261
Sculati Wealth Management
Michigan
$2.84M -$2.59M -99,762 -48%
WAG
262
Windsor Advisory Group
Ohio
$2.83M +$2.83M +109,131 New
BA
263
Bristlecone Advisors
Washington
$2.8M -$44.6K -1,719 -2%
VCM
264
Vivaldi Capital Management
Illinois
$2.8M +$118K +4,554 +4%
BBWP
265
Beacon Bridge Wealth Partners
Pennsylvania
$2.77M -$310K -11,931 -10%
OCM
266
One Capital Management
California
$2.77M +$1.6M +61,650 +137%
WANY
267
Wealthspire Advisors (New York)
New York
$2.77M – – –
UCFA
268
United Capital Financial Advisors
Texas
$2.77M -$66.7K -2,571 -2%
NC
269
Napatree Capital
Rhode Island
$2.75M +$355K +13,671 +15%
MAM
270
Marquette Asset Management
Minnesota
$2.73M -$4.59K -177 -0.2%
TW
271
Transform Wealth
Colorado
$2.73M +$353K +13,569 +15%
Stifel Financial
272
Stifel Financial
Missouri
$2.71M -$1.55M -59,553 -36%
UIA
273
Ulland Investment Advisors
Minnesota
$2.71M -$21.6K -831 -0.8%
HA
274
HC Advisors
Georgia
$2.64M -$112K -4,320 -4%
WP
275
WealthShield Partners
North Carolina
$2.64M +$19.5K +750 +0.7%
9 10
11
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