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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 %
CWM
376
Cedar Wealth Management
California
$1.29M +$154K +5,931 +14%
FPF
377
First Pacific Financial
Washington
$1.28M -$32.5K -1,251 -2%
PSCM
378
Per Stirling Capital Management
Texas
$1.28M +$167K +6,444 +15%
PWM
379
Paulson Wealth Management
Illinois
$1.28M -$37.7K -1,452 -3%
PVI
380
Pine Valley Investments
New Jersey
$1.26M +$5.68K +219 +0.5%
EFG
381
Embree Financial Group
Illinois
$1.26M +$61.5K +2,370 +5%
FI
382
FIDELIS iM
Oregon
$1.25M – – –
BCA
383
Bay Colony Advisors
Massachusetts
$1.24M -$2.8K -108 -0.2%
AL
384
Aspiriant LLC
California
$1.23M +$23.7K +912 +2%
FA
385
FF Advisors
California
$1.23M -$4.67K -180 -0.4%
NGA
386
Naples Global Advisors
Florida
$1.22M +$31.9K +1,224 +3%
BWM
387
Benchmark Wealth Management
Connecticut
$1.22M – – –
ATI
388
ARK & TLK Investments
Oklahoma
$1.21M – – –
SAM
389
S.A. Mason
Michigan
$1.21M +$23.3K +900 +2%
GL
390
Graypoint LLC
New York
$1.21M -$3.89K -150 -0.3%
US Bancorp
391
US Bancorp
Minnesota
$1.2M +$51.1K +1,968 +4%
ML
392
McAdam LLC
Pennsylvania
$1.2M -$90K -3,471 -7%
AWC
393
Adamsbrown Wealth Consultants
Kansas
$1.18M -$47.2K -1,818 -4%
GB
394
Goepper Burkhardt
South Carolina
$1.18M +$7.78K +300 +0.7%
CCM
395
Condor Capital Management
New Jersey
$1.17M -$27.2K -1,047 -2%
JWCA
396
J.W. Cole Advisors
Florida
$1.17M +$69.2K +2,667 +6%
WCM
397
Wisconsin Capital Management
Wisconsin
$1.17M – – –
LB
398
Legacy Bridge
Iowa
$1.16M – – –
KWM
399
Kingsview Wealth Management
Oregon
$1.14M +$13.5K +522 +1%
CB
400
Commerce Bank
Missouri
$1.13M +$1.13M +43,614 New
14 15
16
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