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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 %
FAG
476
Fortitude Advisory Group
Washington
$752K +$31.7K +1,221 +4%
RW
477
Rede Wealth
Virginia
$750K -$60.9K -2,349 -8%
LIWM
478
Long Island Wealth Management
New York
$741K – – –
FHB
479
First Hawaiian Bank
Hawaii
$738K – – –
PCM
480
Pennsylvania Capital Management
Pennsylvania
$738K -$70.5K -2,718 -9%
WF
481
Whelan Financial
California
$731K -$30.4K -1,173 -4%
Calamos Advisors
482
Calamos Advisors
Illinois
$731K +$6.15K +237 +0.8%
SCM
483
SOL Capital Management
Maryland
$729K -$65.7K -2,535 -8%
WBCM
484
Wilson & Boucher Capital Management
California
$726K – – –
SWA
485
Stratos Wealth Advisors
Ohio
$725K +$43.4K +1,671 +6%
PFBT
486
Parkside Financial Bank & Trust
Missouri
$720K – – –
FPCP
487
Fort Point Capital Partners
California
$716K -$4.98K -192 -0.7%
EFM
488
Eley Financial Management
Vermont
$709K -$18.7K -720 -3%
WPW
489
Watershed Private Wealth
Illinois
$703K -$2.26K -87 -0.3%
PA
490
Planning Alternatives
Michigan
$701K -$2.57K -99 -0.4%
AAG
491
Armstrong Advisory Group
Massachusetts
$700K -$18.7K -720 -3%
PP
492
Pegasus Partners
Wisconsin
$699K – – –
SAG
493
SageView Advisory Group
California
$694K +$694K +26,733 New
STA
494
Summit Trail Advisors
New York
$690K +$397K +15,246 +136%
FC
495
FCA Corp
Texas
$686K +$1.01K +39 +0.1%
JCFM
496
JBR Co Financial Management
Oklahoma
$681K -$1.95K -75 -0.3%
SPIA
497
Steward Partners Investment Advisory
New York
$679K +$78 +3 +0%
TAM
498
Townsend Asset Management
North Carolina
$679K -$5.99K -231 -0.9%
HA
499
Harfst & Associates
Wyoming
$670K -$19.5K -750 -3%
NB
500
NBT Bank
New York
$657K +$37K +1,425 +6%
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