SCHM icon

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 %
MWM
576
MBE Wealth Management
Wisconsin
$447K -$18.2K -702 -4%
NRW
577
Nova R Wealth
Kansas
$446K -$472K -18,198 -51%
HT
578
Heritage Trust
Oklahoma
$444K – – –
CG
579
Caprock Group
Idaho
$444K – – –
CWM
580
Castle Wealth Management
Florida
$443K -$9.37K -360 -2%
JFGIW
581
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$439K -$17.1K -657 -4%
PPWM
582
Perissos Private Wealth Management
Oklahoma
$437K -$144K -5,559 -25%
MCM
583
Mitchell Capital Management
Kansas
$434K -$40.8K -1,572 -9%
IPWA
584
International Private Wealth Advisors
California
$432K – – –
OSAM
585
O'Shaughnessy Asset Management
Connecticut
$425K +$112K +4,317 +36%
TWM
586
Triton Wealth Management
Arizona
$424K -$25.8K -960 -6%
ACA
587
Aspire Capital Advisors
Washington
$415K – – –
PWG
588
Portside Wealth Group
Utah
$410K +$410K +15,807 New
MCM
589
Mendel Capital Management
Arkansas
$409K +$15.7K +606 +4%
WF
590
Williams Financial
Vermont
$405K +$14.6K +564 +4%
M&T Bank
591
M&T Bank
New York
$396K – – –
LFAS
592
Level Four Advisory Services
Texas
$393K -$344K -13,251 -47%
TFP
593
Tilia Fiduciary Partners
North Carolina
$393K -$7.78K -300 -2%
KAS
594
KPP Advisory Services
Kentucky
$391K +$100K +3,867 +34%
BAM
595
Bosun Asset Management
Illinois
$389K – – –
AIM
596
Acropolis Investment Management
Missouri
$389K – – –
CCB
597
Country Club Bank
Missouri
$388K – – –
OPA
598
Old Port Advisors
Maine
$386K -$1.71K -66 -0.4%
HWP
599
Heritage Wealth Partners
Ohio
$384K +$384K +14,796 New
WCM
600
Wealthcare Capital Management
Virginia
$382K -$15.5K -597 -4%
22 23
24
25 26