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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 %
JCIA
276
Jackson Creek Investment Advisors
Colorado
$2.63M +$126K +4,854 +5%
GRP
277
Global Retirement Partners
California
$2.61M +$187K +7,200 +8%
OFG
278
Orcam Financial Group
California
$2.6M -$102K -3,918 -4%
CFIA
279
Cantor Fitzgerald Investment Advisors
New York
$2.57M -$90.6K -3,492 -3%
RWA
280
River Wealth Advisors
Pennsylvania
$2.57M -$16.5K -636 -0.6%
CFS
281
CRA Financial Services
New Jersey
$2.56M -$187K -7,206 -7%
BSHC
282
Breed's Hill Capital
Massachusetts
$2.53M – – –
CP
283
Capital Planning
Washington
$2.51M +$892K +34,263 +55%
LCM
284
Leisure Capital Management
California
$2.44M -$12.2K -471 -0.5%
TWM
285
Tradition Wealth Management
Minnesota
$2.41M -$30.8K -1,188 -1%
PFT
286
Providence First Trust
Arizona
$2.4M – – –
ZF
287
Zhang Financial
Michigan
$2.36M +$395K +15,216 +20%
BFS
288
Burkett Financial Services
South Carolina
$2.36M -$31.6K -1,218 -1%
SWM
289
SeaCrest Wealth Management
New York
$2.35M +$159K +6,138 +7%
CAG
290
Compass Advisory Group
New York
$2.32M -$18.9K -726 -0.8%
AC
291
Abbrea Capital
California
$2.29M -$25.8K -990 -1%
NCM
292
Novare Capital Management
North Carolina
$2.27M -$122K -4,701 -5%
BMMM
293
Boston Mountain Money Management
Arkansas
$2.26M -$83.3K -3,210 -4%
BCWM
294
Bartlett & Co Wealth Management
Ohio
$2.24M -$254K -9,768 -10%
KF
295
Krilogy Financial
Missouri
$2.23M -$284K -10,959 -11%
CFO
296
Collective Family Office
Pennsylvania
$2.23M -$21K -810 -0.9%
CL
297
Choreo LLC
Illinois
$2.22M +$648K +25,227 +41%
CA
298
Centerpoint Advisors
Massachusetts
$2.18M – – –
SFA
299
Sequoia Financial Advisors
Ohio
$2.14M -$55.7K -2,148 -3%
NRI
300
NFP Retirement Inc
California
$2.13M -$169K -6,507 -7%
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