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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 %
GBT
751
Grove Bank & Trust
Florida
$78.6K – – –
CIM
752
Contravisory Investment Management
Massachusetts
$78.1K +$14.4K +555 +23%
MBFW
753
Morton Brown Family Wealth
Pennsylvania
$76.9K – – –
BTI
754
Blue Trust Inc
Georgia
$76.3K – – –
FFA
755
Founders Financial Alliance
North Carolina
$76.3K +$76.3K +2,940 New
ADL
756
Asset Dedication LLC
California
$75K – – –
ATPW
757
Ashton Thomas Private Wealth
Arizona
$71.3K +$71.3K +2,748 New
MIM
758
Macroview Investment Management
Maryland
$71.3K – – –
EFP
759
EnRich Financial Partners
Wisconsin
$70K – – –
AA
760
Addison Advisors
Vermont
$69.6K – – –
MFC
761
Morris Financial Concepts
South Carolina
$68.3K -$27.2K -1,047 -28%
BIM
762
Breakwater Investment Management
Washington
$66.2K – – –
M
763
MOTCO
Texas
$62.3K – – –
OC
764
Oakworth Capital
Alabama
$61.8K -$32.5K -1,251 -34%
AssetMark Inc
765
AssetMark Inc
California
$55.3K -$301K -11,613 -84%
LWA
766
Lowe Wealth Advisors
Maryland
$55.1K – – –
IRC
767
Investors Research Corp
Georgia
$54.7K – – –
CAL
768
Capital Analysts LLC
Pennsylvania
$53K +$15.3K +594 +40%
PCM
769
Palouse Capital Management
Washington
$49.8K +$3.81K +147 +8%
SIM
770
Studio Investment Management
Illinois
$48.8K +$48.8K +1,869 New
SC
771
Stephens Consulting
Michigan
$47.2K -$10.4K -402 -18%
GWSA
772
Global Wealth Strategies & Associates
Colorado
$44.7K – – –
OHWP
773
Oak Harbor Wealth Partners
North Carolina
$43.2K -$2.8K -108 -6%
KSWA
774
Kathleen S. Wright Associates
Pennsylvania
$43.2K +$389 +15 +0.9%
JHCP
775
Jackson Hole Capital Partners
Oklahoma
$42.8K – – –
29 30
31
32 33