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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 %
HIC
701
Hartline Investment Corp
Illinois
$219K -$1.03M -39,510 -82%
HI
702
Human Investing
Oregon
$219K -$8.72K -336 -4%
LCM
703
Liberty Capital Management
Michigan
$218K – – –
Bank of Montreal
704
Bank of Montreal
Ontario, Canada
$217K -$9.23K -354 -4%
BA
705
Ballast Advisors
Minnesota
$214K -$5.45K -210 -2%
WCFA
706
Walkner Condon Financial Advisors
Wisconsin
$214K -$1.95K -75 -0.9%
Empower Advisory Group
707
Empower Advisory Group
Colorado
$213K -$20.5K -789 -9%
KFA
708
Kelleher Financial Advisors
New York
$212K – – –
FA
709
FSA Advisors
Michigan
$212K +$2.42K +93 +1%
HGWM
710
Horst & Graben Wealth Management
Oregon
$212K +$212K +8,157 New
NCM
711
Next Capital Management
New York
$210K – – –
BMD
712
Better Money Decisions
New Mexico
$208K +$234 +9 +0.1%
HIA
713
Harbor Investment Advisory
Maryland
$208K -$4.67K -180 -2%
VBFP
714
Valtinson Bruner Financial Planning
Minnesota
$207K – – –
RF
715
Robbins Farley
New Hampshire
$206K +$6.15K +237 +3%
FM
716
Family Management
New York
$205K – – –
SI
717
Stephens Inc
Arkansas
$204K – – –
ODIJL
718
One Day In July LLC
Vermont
$204K – – –
AW
719
Avion Wealth
Texas
$204K +$21.4K +825 +12%
SFC
720
SYM Financial Corp
Indiana
$203K -$167K -6,435 -45%
CIC
721
Carnegie Investment Counsel
Ohio
$201K +$4.9K +189 +3%
GWS
722
Glassman Wealth Services
Virginia
$200K +$138K +5,319 +221%
KeyBank National Association
723
KeyBank National Association
Ohio
$200K -$4.67K -180 -2%
FMN
724
Financial Management Network
California
$200K -$11.3K -438 -5%
DF
725
DecisionPoint Financial
Arizona
$199K +$650 +24 +0.3%
27 28
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