SCHM icon

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 %
CS
351
Crescent Sterling
Louisiana
$1.47M -$117K -4,524 -7%
BF
352
Blankinship & Foster
California
$1.47M +$94.3K +3,633 +7%
SHJ
353
Sharkey, Howes & Javer
Colorado
$1.45M -$111K -4,290 -7%
HP
354
Holistic Planning
Texas
$1.45M – – –
IAN
355
Integrated Advisors Network
Texas
$1.44M -$19.1K -738 -1%
ECG
356
Edge Capital Group
Georgia
$1.44M – – –
AFG
357
Arkansas Financial Group
Arkansas
$1.44M – – –
WF
358
Warner Financial
Maryland
$1.42M +$15.4K +594 +1%
FBB
359
Fulton Breakefield Broenniman
Maryland
$1.42M -$21.6K -831 -1%
JWA
360
JFS Wealth Advisors
Pennsylvania
$1.41M -$32.4K -1,248 -2%
Citadel Advisors
361
Citadel Advisors
Florida
$1.4M -$2.11M -81,381 -60%
IWMA
362
Ironwood Wealth Management (Arizona)
Arizona
$1.4M -$934 -36 -0.1%
BL
363
BFSG LLC
California
$1.4M -$86.9K -3,351 -6%
Lazard Asset Management
364
Lazard Asset Management
New York
$1.39M – – –
PFM
365
Phillips Financial Management
Indiana
$1.39M +$61.3K +2,364 +5%
OWA
366
Opal Wealth Advisors
New York
$1.38M -$880K -33,915 -39%
CAM
367
Chandler Asset Management
California
$1.38M – – –
LC
368
LTG Capital
Massachusetts
$1.37M +$2.26K +87 +0.2%
OFS
369
Oldfather Financial Services
Nebraska
$1.36M +$14.1K +543 +1%
1WM
370
1900 Wealth Management
Texas
$1.36M -$73.2K -2,823 -5%
BWL
371
Bogart Wealth LLC
Virginia
$1.35M -$34.9K -1,344 -3%
IFS
372
Ifrah Financial Services
Arkansas
$1.34M +$10.2K +393 +0.8%
IWP
373
IAG Wealth Partners
Wisconsin
$1.32M -$46.7K -1,800 -3%
ES
374
ETF Store
Kansas
$1.3M -$566K -21,828 -30%
AllianceBernstein
375
AllianceBernstein
Tennessee
$1.29M +$96K +3,699 +8%
13 14
15
16 17