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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 %
HCA
626
Harbour Capital Advisors
Virginia
$327K -$14.3K -558 -4%
LAIC
627
Lederer & Associates Investment Counsel
California
$325K -$5.92K -228 -2%
AT
628
American Trust
Kentucky
$324K +$91K +3,507 +39%
AF
629
Advisornet Financial
Minnesota
$324K – – –
SWM
630
Stockman Wealth Management
Montana
$321K – – –
FCM
631
Firestone Capital Management
Florida
$320K -$1.25K -48 -0.4%
P
632
&Partners
Tennessee
$319K +$53K +2,043 +20%
HIM
633
Harbour Investment Management
Washington
$317K +$1.17K +45 +0.4%
GG
634
Greenwood Gearhart
Arkansas
$316K -$71.2K -2,745 -18%
CIAS
635
Capital Investment Advisory Services
North Carolina
$316K – – –
PB
636
Pinnacle Bancorp
Nebraska
$315K – – –
KWS
637
Keystone Wealth Services
California
$314K – – –
WKSWA
638
White Knight Strategic Wealth Advisors
New Jersey
$314K -$45.4K -1,749 -13%
TWP
639
Total Wealth Planning
Ohio
$314K -$7.97K -291 -2%
RA
640
RFG Advisory
Alabama
$312K +$11K +423 +4%
SIS
641
Strategic Investment Solutions
Illinois
$312K +$312K +12,126 New
TC
642
Tenret Company
Florida
$311K – – –
KFS
643
Kaizen Financial Strategies
California
$310K +$1.05K +39 +0.3%
BB
644
Busey Bank
Illinois
$310K – – –
FIA
645
Foundations Investment Advisors
Arizona
$308K +$308K +11,874 New
ACM
646
Armbruster Capital Management
New York
$305K +$778 +30 +0.3%
AFG
647
Albion Financial Group
Utah
$305K – – –
RBCM
648
Raub Brock Capital Management
California
$303K – – –
GA
649
Goldstein Advisors
Wisconsin
$302K +$4.67K +180 +2%
CWM
650
Calamos Wealth Management
Illinois
$298K +$298K +11,499 New
24 25
26
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