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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 %
SCA
326
STALEY CAPITAL ADVISERS
Pennsylvania
$1.77M – – –
WW
327
Waterfront Wealth
Kansas
$1.75M +$10.1K +390 +0.6%
Betterment LLC
328
Betterment LLC
New York
$1.75M +$482K +18,561 +38%
MMHP
329
Murphy Middleton Hinkle & Parker
Georgia
$1.75M -$3.11K -120 -0.2%
BFA
330
Beaumont Financial Advisors
Massachusetts
$1.75M -$14.6K -561 -0.8%
NP
331
NorthRock Partners
Minnesota
$1.74M -$415K -15,951 -19%
CWM
332
Chesapeake Wealth Management
Virginia
$1.72M -$24.8K -957 -1%
KIA
333
KCM Investment Advisors
California
$1.7M – – –
DCM
334
Donaldson Capital Management
Indiana
$1.68M +$345K +13,284 +26%
PA
335
PFG Advisors
Arizona
$1.67M +$444K +17,115 +36%
EFS
336
Econ Financial Services
Pennsylvania
$1.67M +$32.6K +1,257 +2%
SFO
337
Stokes Family Office
Louisiana
$1.66M +$1.66M +64,158 New
AIA
338
Armor Investment Advisors
North Carolina
$1.64M -$16.8K -648 -1%
AWE
339
Avidian Wealth Enterprises
Texas
$1.63M +$1.3M +50,169 +394%
VVP
340
Venture Visionary Partners
Ohio
$1.6M -$4.75K -183 -0.3%
KHC
341
Koesten Hirschmann & Crabtree
Kansas
$1.6M – – –
SAF
342
Smith Anglin Financial
Texas
$1.6M +$44K +1,695 +3%
IF
343
Ironwood Financial
Arizona
$1.59M -$34.8K -1,341 -2%
CFA
344
Cahill Financial Advisors
Minnesota
$1.57M -$7.08K -273 -0.4%
SLT
345
St Louis Trust
Missouri
$1.57M -$3.89K -150 -0.2%
SMC
346
Smith, Moore & Co
Missouri
$1.54M -$3.19K -123 -0.2%
SEIA
347
Signature Estate & Investment Advisors
California
$1.53M +$1.53M +58,836 New
EWP
348
Elevation Wealth Partners
California
$1.52M -$65.1K -2,508 -4%
CA
349
Cambridge Advisors
Nebraska
$1.51M -$1.01K -39 -0.1%
Prudential Financial
350
Prudential Financial
New Jersey
$1.48M +$40.4K +1,557 +3%
12 13
14
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