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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 %
Janney Montgomery Scott
401
Janney Montgomery Scott
Pennsylvania
$1.12M -$52.4K -2,022 -4%
LTL
402
Lowery Thomas LLC
California
$1.11M -$14.9K -576 -1%
LJAC
403
L.J. Altfest & Co
New York
$1.1M +$6.38K +246 +0.6%
KWA
404
Kingswood Wealth Advisors
California
$1.1M +$1.1M +42,456 New
FLPIM
405
F.L. Putnam Investment Management
Massachusetts
$1.09M -$3.19K -123 -0.3%
BRWA
406
B. Riley Wealth Advisors
Florida
$1.07M -$170K -6,546 -14%
KLI
407
Kelman-Lazarov Inc
Tennessee
$1.07M -$10.9K -420 -1%
SIC
408
Sigma Investment Counselors
Michigan
$1.07M -$2.8K -108 -0.3%
FC
409
Forte Capital
New York
$1.06M -$437K -16,851 -29%
WOSD
410
WFA of San Diego
California
$1.06M +$1.06M +40,962 New
QCG
411
Quadrant Capital Group
Ohio
$1.06M -$28.1K -1,083 -3%
CIR
412
Clear Investment Research
Georgia
$1.05M +$156 +6 +0%
HI
413
Harbour Investments
Wisconsin
$1.04M -$49.4K -1,905 -5%
GWWM
414
Great Waters Wealth Management
Minnesota
$1.03M -$30.4K -1,173 -3%
HIC
415
Holderness Investments Company
North Carolina
$1.03M +$30.3K +1,167 +3%
OIM
416
Orca Investment Management
Oregon
$1.01M +$2.96K +114 +0.3%
PCMC
417
Private Capital Management (Colorado)
Colorado
$1M – – –
Northern Trust
418
Northern Trust
Illinois
$1M -$171K -6,591 -15%
GIA
419
GHP Investment Advisors
Colorado
$1M +$19.8K +762 +2%
BFG
420
Bouchey Financial Group
New York
$1M – – –
SAM
421
Sawgrass Asset Management
Florida
$988K – – –
TFS
422
Thoroughbred Financial Services
Tennessee
$974K +$29.6K +1,143 +3%
BIA
423
Bigelow Investment Advisors
Maine
$973K -$5.84K -225 -0.6%
RWA
424
Redhawk Wealth Advisors
Minnesota
$968K -$371K -14,289 -28%
RWP
425
RWA Wealth Partners
Massachusetts
$966K -$7.78K -300 -0.8%
15 16
17
18 19