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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 %
AWS
451
Atria Wealth Solutions
New York
$852K -$37.1K -1,425 -4%
TCM
452
Tradewinds Capital Management
Washington
$844K -$15.7M -606,180 -95%
NWMG
453
National Wealth Management Group
Ohio
$838K -$49.9K -1,923 -6%
VAF
454
Values Added Financial
District of Columbia
$838K +$50.7K +1,953 +6%
GT
455
Greenleaf Trust
Michigan
$833K +$31.3K +1,206 +4%
RJT
456
Raymond James Trust
Florida
$825K +$29.2K +1,125 +4%
CAM
457
Cozad Asset Management
Illinois
$825K – – –
SPC
458
Sigma Planning Corp
Michigan
$822K -$176K -6,780 -18%
PCM
459
Parsons Capital Management
Rhode Island
$811K -$234K -9,015 -22%
S
460
Sachetta
Massachusetts
$809K -$38.7K -1,440 -5%
PGAM
461
Princeton Global Asset Management
New Jersey
$809K +$21.5K +828 +3%
WPC
462
Wedmont Private Capital
Pennsylvania
$806K +$212K +7,956 +36%
OCM
463
Osterweis Capital Management
California
$790K – – –
OBWG
464
Onyx Bridge Wealth Group
New York
$788K -$4.83K -186 -0.6%
RMF
465
Red Mountain Financial
Colorado
$781K +$781K +30,117 New
SSWG
466
Seven Springs Wealth Group
Tennessee
$779K – – –
IWC
467
Integrated Wealth Concepts
Massachusetts
$777K -$203K -7,818 -21%
CPL
468
CAP Partners LLC
Tennessee
$775K -$28.8K -1,110 -4%
PAM
469
Pegasus Asset Management
New York
$768K -$32.6K -1,257 -4%
RIA
470
Regal Investment Advisors
Michigan
$760K +$72.5K +2,793 +11%
CG
471
Cynosure Group
Utah
$758K – – –
AA
472
Alesco Advisors
New York
$758K -$7.47K -288 -1%
RPGK
473
Retirement Planning Group (Kansas)
Kansas
$756K -$101K -3,897 -12%
BCI
474
Brinker Capital Investments
Pennsylvania
$756K -$41.2K -1,590 -5%
OPS
475
Orion Portfolio Solutions
Nebraska
$756K -$41.2K -1,590 -5%
17 18
19
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