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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 %
AA
676
Ancora Advisors
Ohio
$249K -$11.4K -438 -4%
EWM
677
Empirical Wealth Management
Washington
$248K -$52.4K -2,019 -17%
ONB
678
Old National Bancorp
Indiana
$247K – – –
MWM
679
Mission Wealth Management
California
$245K -$346K -13,335 -59%
AFA
680
Arlington Financial Advisors
California
$244K -$31.9K -1,230 -12%
GWANC
681
Guardian Wealth Advisors (North Carolina)
North Carolina
$243K +$97.5K +3,756 +67%
TWM
682
Thrive Wealth Management
Pennsylvania
$243K +$18.8K +723 +8%
G
683
Gainplan
Michigan
$242K -$6.15K -237 -2%
FWA
684
FSM Wealth Advisors
Ohio
$242K – – –
CSIC
685
Clifford Swan Investment Counsel
California
$241K – – –
AC
686
AWM Capital
Arizona
$240K – – –
RFC
687
Regions Financial Corp
Alabama
$240K – – –
PAM
688
Peak Asset Management
Colorado
$237K – – –
MCCP
689
Mission Creek Capital Partners
California
$233K -$19K -732 -8%
FNBOMD
690
First National Bank of Mount Dora
Florida
$233K – – –
ZIM
691
Zacks Investment Management
Illinois
$233K -$27.1K -1,044 -10%
HCM
692
Hengehold Capital Management
Ohio
$230K -$389 -15 -0.2%
Qube Research & Technologies (QRT)
693
Qube Research & Technologies (QRT)
United Kingdom
$230K +$140K +5,397 +156%
HCMT
694
Highland Capital Management (Tennessee)
Tennessee
$228K +$228K +8,799 New
FFS
695
Founders Financial Securities
Maryland
$228K +$228K +8,781 New
GWM
696
Gray Wealth Management
Maine
$225K +$10.1K +390 +5%
FMWA
697
Forvis Mazars Wealth Advisors
Missouri
$225K – – –
SC
698
Scotia Capital
Ontario, Canada
$225K +$17.1K +660 +8%
AFTS
699
American Financial & Tax Strategies
New York
$224K – – –
PMSA
700
Patrick M. Sweeney & Associates
Illinois
$224K +$23.8K +960 +12%
26 27
28
29 30