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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 %
CWM
851
Campbell Wealth Management
Virginia
– -$22.1M -814,944 Closed
LNC
852
Lincoln National Corp
Pennsylvania
– -$5.89M -216,942 Closed
OFS
853
OneAscent Financial Services
Alabama
– -$5.17M -190,311 Closed
SFMG
854
Sage Financial Management Group
Virginia
– -$4M -147,447 Closed
FVWA
855
Foster Victor Wealth Advisors
South Carolina
– -$3.71M -140,862 Closed
SPP
856
Single Point Partners
Massachusetts
– -$3.6M -132,576 Closed
FTUS
857
Flow Traders U.S.
New York
– -$2.83M -104,394 Closed
BWM
858
BCS Wealth Management
Tennessee
– -$2.43M -89,628 Closed
FA
859
Fiducient Advisors
Illinois
– -$2.28M -84,108 Closed
FA
860
Fagan Associates
New York
– -$1.6M -59,037 Closed
GAA
861
Global Assets Advisory
Florida
– -$242K -58,776 Closed
CBFP
862
Cedar Brook Financial Partners
Ohio
– -$1.53M -56,445 Closed
TRCT
863
Tower Research Capital (TRC)
New York
– -$1.25M -46,068 Closed
Jane Street
864
Jane Street
New York
– -$1.12M -41,367 Closed
NL
865
NWAM LLC
Washington
– -$894K -33,870 Closed
WAM
866
Worth Asset Management
Texas
– -$853K -31,428 Closed
DFG
867
Delta Financial Group
New Jersey
– -$731K -26,949 Closed
LFP
868
Leeward Financial Partners
Washington
– -$509K -18,747 Closed
ITB
869
Idaho Trust Bank
Idaho
– -$366K -13,497 Closed
Fisher Asset Management
870
Fisher Asset Management
Washington
– -$299K -11,010 Closed
GM
871
GeoWealth Management
Illinois
– -$288K -10,623 Closed
SCM
872
Saxony Capital Management
Missouri
– -$244K -8,985 Closed
AWM
873
AE Wealth Management
Kansas
– -$224K -8,259 Closed
FG
874
Foster Group
Iowa
– -$220K -8,094 Closed
ECM
875
Evergreen Capital Management
Washington
– -$218K -8,016 Closed
33 34
35
36 37