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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 %
BJL
526
Brighton Jones LLC
Washington
$589K -$100K -3,864 -15%
MF
527
Meridian Financial
Massachusetts
$587K -$61.5K -2,370 -9%
RA
528
Ruggaard & Associates
Ohio
$586K – – –
AGWCA
529
Annis Gardner Whiting Capital Advisors
Florida
$581K +$581K +22,314 New
AC
530
Apella Capital
Connecticut
$568K +$568K +22,140 New
WIA
531
World Investment Advisors
California
$556K -$35.6K -1,371 -6%
CIBC Private Wealth Group
532
CIBC Private Wealth Group
Georgia
$554K +$3.49K +135 +0.6%
PRS
533
Pinkerton Retirement Specialists
Idaho
$548K – – –
FRA
534
Front Row Advisors
California
$546K +$2.97K +114 +0.5%
VC
535
Vicus Capital
Pennsylvania
$546K -$18.5K -714 -3%
GC
536
Grimes & Company
Massachusetts
$544K +$778 +30 +0.1%
FCI
537
Financial Counselors Inc
Kansas
$544K +$80.9K +3,120 +17%
MS
538
Madden Securities
Texas
$541K – – –
SQA
539
Simon Quick Advisors
New Jersey
$540K -$7.47K -288 -1%
DBRC
540
D.B. Root & Company
Pennsylvania
$538K +$63.2K +2,436 +13%
HI
541
Hendershot Investments
Virginia
$536K +$11.6K +447 +2%
OPWM
542
Oakwell Private Wealth Management
Texas
$529K – – –
CNFG
543
Creegan & Nassoura Financial Group
New Hampshire
$528K – – –
HIF
544
Hill Island Financial
Michigan
$528K – – –
AIP
545
Almanack Investment Partners
Pennsylvania
$527K +$74.5K +2,871 +16%
SEM
546
Strategic Equity Management
Arizona
$526K +$335K +12,912 +175%
IAA
547
Independent Advisor Alliance
North Carolina
$520K -$38.5K -1,485 -7%
GAM
548
Garrison Asset Management
Arkansas
$516K -$1.95K -75 -0.4%
SCM
549
Stordahl Capital Management
Colorado
$514K – – –
WSWA
550
Warren Street Wealth Advisors
California
$502K -$7.71K -297 -2%
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