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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 %
JF
501
Joule Financial
Kentucky
$656K -$13K -498 -2%
YIA
502
YHB Investment Advisors
Connecticut
$655K -$5.76K -222 -0.9%
FPAS
503
Focus Partners Advisor Solutions
Missouri
$652K +$142K +5,472 +28%
CFO
504
CVA Family Office
Colorado
$649K +$57.3K +2,208 +10%
MA
505
Modus Advisors
Minnesota
$648K -$12.8K -495 -2%
CWA
506
Continuum Wealth Advisors
New York
$643K -$18.3K -705 -3%
D.E. Shaw & Co
507
D.E. Shaw & Co
New York
$641K +$641K +24,717 New
AGA
508
Arkos Global Advisors
Texas
$641K -$7.63K -294 -1%
CW
509
Cooksen Wealth
Texas
$638K -$21.3K -822 -3%
CHA
510
Cooper/Haims Advisors
New York
$638K -$2.96K -114 -0.5%
RZH
511
Relyea Zuckerberg Hanson
Connecticut
$625K – – –
AWM
512
Arista Wealth Management
Nevada
$624K – – –
Brown Advisory
513
Brown Advisory
Maryland
$621K +$18.3K +705 +3%
SIA
514
Sage Investment Advisers
New York
$621K +$21.5K +828 +4%
BL
515
BCWM LLC
Kansas
$617K +$44K +1,695 +8%
SWM
516
Selective Wealth Management
Virginia
$608K -$10.4K -405 -2%
SIMC
517
Squire Investment Management Company
Utah
$608K +$140K +5,403 +30%
SAI
518
Savvy Advisors Inc
New York
$606K -$2.34K -90 -0.4%
LF
519
LifePlan Financial
Minnesota
$605K +$20.9K +804 +4%
CM
520
Columbus Macro
Pennsylvania
$601K -$24.1K -930 -4%
AIM
521
Aspen Investment Management
Michigan
$599K +$7.24K +279 +1%
EWM
522
Evermay Wealth Management
Virginia
$598K -$3.12K -120 -0.5%
PS
523
Principal Securities
Iowa
$595K -$180K -6,951 -23%
SF
524
Synovus Financial
Georgia
$593K -$16.1K -621 -3%
TA
525
TPG Advisors
Illinois
$590K +$590K +22,749 New
19 20
21
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