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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 %
WPA
601
West Paces Advisors
Georgia
$381K – – –
HC
602
Hamilton Capital
Ohio
$379K -$2.8K -108 -0.7%
RPA
603
Rock Point Advisors
Vermont
$379K +$3.43K +132 +0.9%
PL
604
Plancorp LLC
Missouri
$377K – – –
MIA
605
MeadowBrook Investment Advisors
Michigan
$376K +$5.45K +210 +1%
PFP
606
Pinnacle Financial Partners
Tennessee
$372K – – –
BI
607
Berkeley Inc
Idaho
$371K -$152K -5,850 -29%
PI
608
PFG Investments
New York
$364K +$85.9K +3,312 +31%
GWAM
609
Guardian Wealth Advisors (Minnesota)
Minnesota
$364K +$3.04K +117 +0.8%
PFGIA
610
Patriot Financial Group Insurance Agency
Massachusetts
$363K -$39.1K -1,506 -10%
RFA
611
Resurgent Financial Advisors
Georgia
$362K -$222K -8,559 -38%
DAS
612
Diversify Advisory Services
Utah
$361K +$37.3K +1,455 +12%
PWM
613
Praetorian Wealth Management
California
$361K +$361K +13,908 New
EL
614
EWA LLC
Pennsylvania
$359K +$161 +6 +0%
MCP
615
Mirador Capital Partners
California
$357K -$14.8K -570 -4%
MIP
616
Marietta Investment Partners
Wisconsin
$356K -$9.42K -363 -3%
RWM
617
RBA Wealth Management
California
$353K +$4.9K +189 +1%
CIA
618
Choate Investment Advisors
Massachusetts
$351K +$351K +13,530 New
FWM
619
Fingerlakes Wealth Management
New York
$348K -$2.34K -90 -0.7%
PFS
620
Prospera Financial Services
Texas
$346K -$11.5K -441 -3%
PAMG
621
Patton Albertson Miller Group
Tennessee
$345K – – –
TI
622
Trexquant Investment
Connecticut
$341K +$341K +13,161 New
FRA
623
Frank Rimerman Advisors
California
$341K – – –
PWMG
624
Prestige Wealth Management Group
New Jersey
$340K – – –
AC
625
AlphaCore Capital
California
$332K +$304K +11,694 +1,114%
23 24
25
26 27