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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 %
IAIM
826
International Assets Investment Management
Florida
$4.67K +$4.67K +180 New
EL
827
EMFO LLC
Florida
$4.58K – – –
ACM
828
Anfield Capital Management
California
$4.51K – – –
CPG
829
Cornerstone Planning Group
New Jersey
$4.01K +$74 +3 +2%
GWSG
830
GPS Wealth Strategies Group
Colorado
$3.97K +$3.19K +123 +410%
FNWA
831
Financial Network Wealth Advisors
Utah
$3.97K +$3.97K +153 New
FCAS
832
First Command Advisory Services
Texas
$3.89K +$3.89K +150 New
HFS
833
Hantz Financial Services
Michigan
$3K – – –
CJ
834
Caitlin John
Michigan
$2.96K – – –
BL
835
Balentine LLC
Georgia
$2.96K +$2.96K +114 New
VAG
836
VisionPoint Advisory Group
Texas
$2.57K +$545 +21 +27%
HFA
837
Hershey Financial Advisers
Pennsylvania
$2.54K +$2.54K +96 New
PPA
838
Painted Porch Advisors
California
$2.26K +$2.26K +87 New
Russell Investments Group
839
Russell Investments Group
United Kingdom
$2.06K – – –
AIC
840
Archer Investment Corporation
Indiana
$1.56K – – –
CPBTD
841
Central Pacific Bank - Trust Division
Hawaii
$1.48K – – –
WWP
842
WR Wealth Planners
Missouri
$1.4K +$1.4K +54 New
HDIM
843
Hanson & Doremus Investment Management
Vermont
$1K – – –
AWM
844
Abound Wealth Management
Tennessee
$843 – – –
JFA
845
JNBA Financial Advisors
Minnesota
$545 – – –
DWM
846
Dogwood Wealth Management
Kansas
$544 +$78 +3 +17%
SFC
847
Strategic Financial Concepts
Texas
$484 +$484 +117,006 New
NC
848
NewSquare Capital
Pennsylvania
$233 – – –
SIS
849
Sound Income Strategies
Florida
$233 – – –
TH
850
TCTC Holdings
Texas
$156 +$156 +6 New
32 33
34
35 36