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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

848 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, 273 increasing their positions, 346 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
848
Holders Change
-9
Holders Change %
-1.05%
% of All Funds
12.33%
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
273
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 %
RWP
426
RWA Wealth Partners
Massachusetts
$966K -$7.78K -300 -0.8%
AAS
427
Avantax Advisory Services
Texas
$960K -$41.2K -1,587 -4%
Pathstone Holdings
428
Pathstone Holdings
New Jersey
$950K +$177K +6,822 +23%
PA
429
Parallel Advisors
California
$946K +$60.6K +2,337 +7%
MWP
430
Madison Wealth Partners
Wisconsin
$938K +$36.6K +1,410 +4%
PCMC
431
Planning Capital Management Corporation
Pennsylvania
$938K +$1.79K +69 +0.2%
SF
432
Summit Financial
New Jersey
$937K -$94.6K -3,636 -9%
AFG
433
Atomi Financial Group
New York
$935K +$935K +36,033 New
EWA
434
EP Wealth Advisors
California
$928K -$389K -14,997 -30%
MWA
435
Motive Wealth Advisors
Michigan
$921K – – –
SFWA
436
Summit Financial Wealth Advisors
Louisiana
$919K – – –
HP
437
Hilltop Partners
Indiana
$911K -$33.1K -1,275 -4%
BMCM
438
Burns Matteson Capital Management
New York
$900K -$39.4K -1,518 -4%
ANTB
439
AMG National Trust Bank
Colorado
$899K – – –
VPIM
440
Vanguard Personalized Indexing Management
California
$898K +$88K +3,393 +11%
PSF
441
Pacific Sun Financial
California
$898K -$14.8K -570 -2%
CAG
442
Csenge Advisory Group
Florida
$895K -$7.94K -306 -0.9%
CPA
443
Clear Point Advisors
New York
$890K -$34.3K -1,323 -4%
FT
444
Fiduciary Trust
Massachusetts
$887K – – –
DI
445
Diligent Investors
California
$886K – – –
Kovitz Investment Group Partners
446
Kovitz Investment Group Partners
Illinois
$875K -$34K -1,311 -4%
MA
447
MCF Advisors
Kentucky
$873K -$1.17K -45 -0.1%
CWM
448
Cornerstone Wealth Management
Missouri
$869K +$10.1K +390 +1%
CFP
449
Cascade Financial Partners
California
$855K -$778 -30 -0.1%
BWA
450
BlueChip Wealth Advisors
Georgia
$853K -$18.4K -711 -2%
16 17
18
19 20