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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
+$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 %
DWM
301
Dakota Wealth Management
Florida
$2.13M +$12.8K +492 +0.6%
DWM
302
Destination Wealth Management
California
$2.12M -$76.3K -2,940 -3%
JPLA
303
Joseph P. Lucia & Associates
New York
$2.11M -$50.7K -1,956 -2%
SP
304
SWS Partners
Ohio
$2.1M -$182K -7,002 -8%
WA
305
WBH Advisory
Maryland
$2.07M -$10.7K -414 -0.5%
CFG
306
Clayton Financial Group
Missouri
$2.06M +$98K +3,612 +5%
SFP
307
Strategic Financial Planning
Texas
$2.06M -$80.1K -3,087 -4%
SFG
308
Sunburst Financial Group
Alabama
$2.02M -$165K -6,366 -8%
RDWM
309
Red Door Wealth Management
Tennessee
$2M -$191K -7,353 -9%
NHC
310
Nicholas Hoffman & Company
Georgia
$1.98M +$233 +9 +0%
AIM
311
Athena Investment Management
California
$1.97M +$38.4K +1,482 +2%
AGC
312
Aspen Grove Capital
Colorado
$1.96M – – –
QWM
313
Quadcap Wealth Management
Texas
$1.93M +$1.93M +74,355 New
SSWM
314
Sheets Smith Wealth Management
North Carolina
$1.92M +$18K +693 +0.9%
EH
315
Equitable Holdings
New York
$1.91M +$252K +9,729 +15%
Fidelity Investments
316
Fidelity Investments
Massachusetts
$1.89M +$336K +12,960 +22%
CFGSD
317
Compass Financial Group (South Dakota)
South Dakota
$1.87M +$173K +6,675 +10%
LF
318
LifeSteps Financial
California
$1.86M -$87K -3,354 -4%
CWG
319
Cornerstone Wealth Group
North Carolina
$1.85M -$2.41K -93 -0.1%
BCM
320
Boltwood Capital Management
California
$1.84M +$13.6K +525 +0.7%
PNC Financial Services Group
321
PNC Financial Services Group
Pennsylvania
$1.83M +$444K +17,100 +32%
MPCA
322
Madison Park Capital Advisors
Washington
$1.83M +$83.3K +3,210 +5%
AL
323
ACAS LLC
California
$1.82M -$76.6K -2,829 -4%
PWM
324
Prentice Wealth Management
New York
$1.8M +$135K +5,214 +8%
VCM
325
Vision Capital Management
Oregon
$1.77M -$29.5K -1,137 -2%
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