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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 %
EWM
651
Elmwood Wealth Management
California
$298K – – –
CAL
652
Capital Advisors Ltd
Ohio
$297K – – –
GFP
653
Gryphon Financial Partners
Ohio
$296K +$296K +11,424 New
BW
654
BIP Wealth
Georgia
$294K -$19.9K -768 -6%
VCA
655
Verdence Capital Advisors
Maryland
$285K – – –
PIM
656
Penobscot Investment Management
Massachusetts
$282K – – –
CF
657
Centaurus Financial
California
$282K +$16.3K +627 +6%
VV
658
Verity & Verity
South Carolina
$282K -$78 -3 -0%
TA
659
TrueWealth Advisors
Alabama
$280K -$373K -14,385 -57%
UW
660
Unique Wealth
Florida
$278K – – –
HL
661
HeadInvest LLC
Maine
$275K -$418K -16,104 -60%
SCA
662
Snowden Capital Advisors
New York
$272K – – –
CCA
663
Clarity Capital Advisors
Florida
$269K – – –
KPWS
664
Kestra Private Wealth Services
Texas
$268K – – –
SSB
665
Sandy Spring Bank
Maryland
$267K – – –
FWS
666
FinDec Wealth Services
California
$267K -$21.6K -831 -7%
TW
667
TrinityPoint Wealth
Connecticut
$266K – – –
OIA
668
Optimum Investment Advisors
Illinois
$265K +$3.43K +132 +1%
FC
669
Financial Consulate
Maryland
$264K – – –
BMO
670
Beck Mack & Oliver
New York
$264K +$264K +10,167 New
AFA
671
American Financial Advisors
Georgia
$261K +$18.1K +699 +7%
AP
672
Appleton Partners
Massachusetts
$261K -$39.5K -1,524 -13%
ACA
673
Ascension Capital Advisors
Texas
$258K – – –
Comerica Bank
674
Comerica Bank
Texas
$250K -$545 -21 -0.2%
AR
675
Apeiron RIA
Texas
$250K +$7.63K +294 +3%
25 26
27
28 29