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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 %
MOS
551
MGO One Seven
Ohio
$501K -$191K -7,344 -28%
TCM
552
Twele Capital Management
Minnesota
$494K – – –
SWM
553
Spire Wealth Management
Virginia
$494K -$968K -37,320 -66%
BF
554
Brogan Financial
Tennessee
$490K +$8.1K +312 +2%
SA
555
Sanctuary Advisors
Indiana
$486K +$486K +18,861 New
PTC
556
Private Trust Company
Ohio
$483K -$121K -4,674 -20%
WDL
557
Well Done LLC
Michigan
$483K – – –
ACA
558
Aptus Capital Advisors
Alabama
$482K +$191K +7,368 +66%
APW
559
Aurora Private Wealth
New Jersey
$482K -$2.88K -111 -0.6%
HTC
560
Haverford Trust Company
Pennsylvania
$481K – – –
National Bank of Canada
561
National Bank of Canada
Quebec, Canada
$480K +$202K +7,650 +73%
FNBT
562
FineMark National Bank & Trust
Florida
$479K -$80.9K -3,120 -14%
MW
563
Maia Wealth
Colorado
$476K +$476K +17,748 New
SPL
564
Smart Portfolios LLC
Washington
$473K +$104K +4,020 +28%
William Blair & Company
565
William Blair & Company
Illinois
$469K -$70.2K -2,706 -13%
LFG
566
Leverty Financial Group
Wisconsin
$468K +$57.4K +2,211 +14%
HNB
567
Huntington National Bank
Ohio
$467K -$315K – –
PI
568
Pachira Investments
California
$462K – – –
Bank of New York Mellon
569
Bank of New York Mellon
New York
$462K +$161K +6,222 +54%
WCF
570
West Coast Financial
California
$451K – – –
GJIA
571
Glass Jacobson Investment Advisors
Maryland
$451K +$95.7K +3,690 +27%
EFA
572
Evernest Financial Advisors
Indiana
$451K – – –
APSI
573
Asset Planning Services Inc
Louisiana
$450K -$15.6K -600 -3%
CIS
574
Continental Investors Services
Washington
$450K – – –
CAG
575
Curtis Advisory Group
California
$448K +$156 +6 +0%
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