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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

847 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, 272 increasing their positions, 346 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
847
Holders Change
-9
Holders Change %
-1.05%
% of All Funds
12.32%
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
272
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
$178M
2
AWM
Apollon Wealth Management
South Carolina
$17.9M
3
KAS
Kestra Advisory Services
Texas
$20.3M
4
Financial Engines Advisors
Financial Engines Advisors
California
$1.66B
5
AA
Advisory Alpha
Michigan
$143M

Top Sellers

1
PCIA
Prime Capital Investment Advisors
Kansas
$59.6M
2
HighTower Advisors
HighTower Advisors
Illinois
$247M
3
CWM
Campbell Wealth Management
Virginia
$0
4
TCM
Tradewinds Capital Management
Washington
$844K
5
Ameriprise
Ameriprise
Minnesota
$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSIM
776
North Star Investment Management
Illinois
$40.5K – – –
UB
777
UMB Bank
Missouri
$34.3K -$615K -23,700 -95%
IFAM
778
Institutional & Family Asset Management
Colorado
$33.6K +$28K +1,080 +500%
PCA
779
Providence Capital Advisors
North Carolina
$33.4K – – –
GWM
780
Guardian Wealth Management
Illinois
$33.2K -$6.54K -252 -16%
GI
781
Gradient Investments
Minnesota
$32.4K -$44.1K -1,698 -58%
CCM
782
Chilton Capital Management
Texas
$30.2K +$30.2K +1,164 New
BlackRock
783
BlackRock
New York
$29.8K +$12.5K +480 +72%
EWA
784
EverSource Wealth Advisors
Alabama
$27.9K – – –
BCM
785
Blume Capital Management
California
$27.2K – – –
CP
786
Castleview Partners
Texas
$26.2K -$33.3K -1,284 -56%
EWM
787
EPG Wealth Management
Georgia
$25.8K -$27K -993 Closed
GWM
788
Geneos Wealth Management
Colorado
$24.9K -$15.6K -600 -38%
FMII
789
Farmers & Merchants Investments Inc
Nebraska
$24.7K +$24.7K +951 New
TCOV
790
Trust Company of Vermont
Vermont
$23.7K – – –
RIL
791
Rothschild Investment LLC
Illinois
$19.9K +$19.9K +768 New
WT
792
Washington Trust
Rhode Island
$19.5K – – –
CTC
793
Central Trust Company
Missouri
$19.5K +$19.5K +750 New
SVCP
794
Silicon Valley Capital Partners
California
$19.4K – – –
TAM
795
Tucker Asset Management
Colorado
$19.3K – – –
FGAM
796
Financial Gravity Asset Management
Texas
$19.1K +$19.1K +738 New
HGERS
797
Householder Group Estate & Retirement Specialist
Arizona
$19K – – –
NS
798
NBC Securities
Alabama
$19K – – –
MFA
799
McClarren Financial Advisors
Pennsylvania
$19K +$19K +231 New
RI
800
Ridgewood Investments
New Jersey
$19K +$19K +732 New
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