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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.

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
1
Northwestern Mutual Wealth Management
Wisconsin
$178M
2
AWM
2
Apollon Wealth Management
South Carolina
$17.9M
3
KAS
3
Kestra Advisory Services
Texas
$20.3M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.66B
5
AA
5
Advisory Alpha
Michigan
$143M

Top Sellers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$59.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$247M
3
CWM
3
Campbell Wealth Management
Virginia
$0
4
TCM
4
Tradewinds Capital Management
Washington
$844K
5
Ameriprise
5
Ameriprise
Minnesota
$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$34.4M +$1.86M +71,670 +6%
AWMS
27
Advocacy Wealth Management Services
Georgia
$32.4M +$1.03M +39,828 +3%
OIA
28
OneDigital Investment Advisors
Kansas
$30.6M -$874K -33,687 -3%
MFT
29
Moisand Fitzgerald Tamayo
Florida
$30.5M +$1.09M +41,889 +4%
SAM
30
Summit Asset Management
Tennessee
$29.9M +$1.14M +43,782 +4%
BCMO
31
Buckingham Capital Management (Ohio)
Ohio
$28.2M +$180K +6,924 +0.6%
Morgan Stanley
32
Morgan Stanley
New York
$26.7M -$991K -38,214 -4%
CRC
33
Curi RMB Capital
Illinois
$26.4M +$421K +16,236 +2%
EWA
34
Exencial Wealth Advisors
Oklahoma
$25.8M -$32.4K -1,248 -0.1%
MAG
35
Mokosak Advisory Group
Iowa
$25.4M +$130K +5,010 +0.5%
EGWAG
36
Elwood & Goetz Wealth Advisory Group
Georgia
$25.2M +$925K +35,643 +4%
MWM
37
Modera Wealth Management
New Jersey
$24.6M -$308K -11,868 -1%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$24.3M -$1.05M -40,308 -4%
DAS
39
Dynamic Advisor Solutions
Arizona
$24.2M +$3.69M +142,422 +18%
MF
40
Manchester Financial
California
$23.5M +$272K +10,497 +1%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$22.5M +$4.72M +181,953 +27%
SFG
42
Sage Financial Group
Pennsylvania
$21.3M +$604K +23,286 +3%
KAS
43
Kestra Advisory Services
Texas
$20.3M +$16.5M +646,230 +435%
HNW
44
High Note Wealth
Minnesota
$20.2M +$1.44M +55,443 +8%
NFW
45
Noble Family Wealth
Florida
$20M -$3.03M -116,694 -13%
Bank of America
46
Bank of America
North Carolina
$20M +$774K +29,844 +4%
IA
47
IFP Advisors
Florida
$19.5M +$141K +5,454 +0.7%
NFG
48
Northeast Financial Group
Pennsylvania
$19M +$745K +28,698 +4%
SIC
49
Salem Investment Counselors
North Carolina
$18.8M -$759K -29,217 -4%
NOI
50
Newton One Investments
Delaware
$18M -$14.9K -576 -0.1%
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