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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 %
SCP
876
Stevens Capital Partners
Nebraska
– -$216K -7,953 Closed
PA
877
Procyon Advisors
Connecticut
– -$216K -7,950 Closed
VFG
878
Victory Financial Group
Texas
– -$212K -7,821 Closed
IF
879
Intrua Financial
Texas
– -$211K -7,755 Closed
SI
880
Shaker Investments
Ohio
– -$209K -7,689 Closed
LC
881
LCNB Corp
Ohio
– -$208K -7,680 Closed
VF
882
Vawter Financial
Ohio
– -$207K -7,629 Closed
RIM
883
Rockbridge Investment Management
New York
– -$205K -7,566 Closed
RW
884
REDW Wealth
New Mexico
– -$203K -7,485 Closed
BAAM
885
Baker Avenue Asset Management
California
– -$203K -7,470 Closed
SC
886
Slow Capital
California
– -$203K -7,461 Closed
NIC
887
Northwest Investment Counselors
Oregon
– -$123K -4,548 Closed
CA
888
CoreCap Advisors
Michigan
– -$83.7K -3,081 Closed
HC
889
Hoese & Co
Minnesota
– -$62.3K -2,400 Closed
IPW
890
Impact Partnership Wealth
Georgia
– -$54.7K -2,016 Closed
AFWM
891
Abich Financial Wealth Management
Virginia
– -$53K -1,953 Closed
VWA
892
Valued Wealth Advisors
Utah
– -$32.6K -1,200 Closed
TC
893
Truvestments Capital
Florida
– -$26.7K -984 Closed
HPC
894
HM Payson & Co
Maine
– -$24.3K -897 Closed
IGWM
895
ICA Group Wealth Management
Colorado
– -$16.3K -600 Closed
First Manhattan
896
First Manhattan
New York
– -$13.4K -495 Closed
WIC
897
Woodmont Investment Counsel
Tennessee
– -$11.1K -408 Closed
FFWA
898
FRG Family Wealth Advisors
Washington
– -$9.78K -384 Closed
GCM
899
Gables Capital Management
Florida
– -$9.36K -345 Closed
MIM
900
MTM Investment Management
South Carolina
– -$1.63K -60 Closed
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