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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 %
CPG
726
Custom Portfolio Group
Colorado
$174K – – –
MA
727
Montag & Associates
Georgia
$173K – – –
GT
728
Glenmede Trust
Pennsylvania
$156K +$156K +6,024 New
FG
729
Fairman Group
Pennsylvania
$153K +$9.92K +381 +7%
SWA
730
SOA Wealth Advisors
New York
$153K – – –
DSC
731
Duncker Streett & Co
Missouri
$141K – – –
RDFA
732
Ritter Daniher Financial Advisory
Ohio
$135K – – –
NG
733
NWK Group
California
$134K – – –
BONH
734
Bank of New Hampshire
New Hampshire
$133K – – –
OP
735
ORG Partners
Indiana
$133K +$133K +5,154 New
DCM
736
Davis Capital Management
Florida
$127K – – –
KFI
737
Key Financial Inc
Pennsylvania
$126K – – –
S
738
SignatureFD
Georgia
$122K – – –
SL
739
Salomon & Ludwin
Virginia
$117K – – –
PO
740
Private Ocean
California
$108K +$66.1K +2,547 +156%
EA
741
Evolution Advisers
Virginia
$108K – – –
FCA
742
FinTrust Capital Advisors
South Carolina
$101K -$2.72K -105 -3%
CP
743
Camelot Portfolios
Ohio
$101K +$101K +3,900 New
FCT
744
First Community Trust
Iowa
$99.2K – – –
BFO
745
Biltmore Family Office
North Carolina
$93.8K – – –
CA
746
Continuum Advisory
Idaho
$91.6K +$233 +9 +0.3%
BF
747
BOK Financial
Oklahoma
$85.1K – – –
OA
748
Operose Advisors
Wisconsin
$83.6K – – –
CMP
749
Coston McIsaac & Partners
Maine
$79K – – –
BEI
750
Benjamin Edwards Inc
Missouri
$79K +$8.22K +318 +12%
28 29
30
31 32