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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 %
CT
801
Clearstead Trust
Maine
$18.8K – – –
VWM
802
Valley Wealth Managers
New Jersey
$17K – – –
CAS
803
Coppell Advisory Solutions
Texas
$16.4K +$16.4K +633 New
MSG
804
Main Street Group
Virginia
$16.2K – – –
HCM
805
Hollencrest Capital Management
California
$15.3K – – –
TPCW
806
TD Private Client Wealth
New York
$14.3K -$2.02K -78 -12%
HBW
807
Hazlett, Burt & Watson
West Virginia
$14K -$1.93K -75 -12%
FFA
808
Fairfield Financial Advisors
Massachusetts
$13K +$13K +498 New
JFG
809
JDM Financial Group
Texas
$12.5K – – –
DI
810
DAGCO Inc
Ohio
$11.8K – – –
BFPW
811
BOK Financial Private Wealth
Colorado
$11.4K -$156 -6 -1%
Citigroup
812
Citigroup
New York
$10.7K +$3.11K +120 +41%
HR
813
Howe & Rusling
New York
$10.3K – – –
ME
814
McIlrath & Eck
Washington
$10.3K – – –
AEPWM
815
Atlantic Edge Private Wealth Management
Florida
$10.2K – – –
PIS
816
POM Investment Strategies
North Carolina
$9.73K – – –
HCM
817
Horrell Capital Management
Arkansas
$9K – – –
FHA
818
First Horizon Advisors
Tennessee
$8.79K – – –
AAP
819
Arax Advisory Partners
Colorado
$8.65K – – –
RA
820
Rise Advisors
New York
$7.81K – – –
AWM
821
Atticus Wealth Management
Florida
$7.65K -$78 -3 -1%
PIP
822
Peachtree Investment Partners
Florida
$5.59K – – –
APW
823
Atlantic Private Wealth
North Carolina
$5.54K – – –
GI
824
GS Investments
Minnesota
$5.43K – – –
BAM
825
Bellevue Asset Management
Washington
$5.29K – – –
31 32
33
34 35