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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.

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
1
Northwestern Mutual Wealth Management
Wisconsin
$178M
2
AWM
2
Apollon Wealth Management
South Carolina
$17.9M
3
KAS
3
Kestra Advisory Services
Texas
$20.3M
4
Financial Engines Advisors
4
Financial Engines Advisors
California
$1.66B
5
AA
5
Advisory Alpha
Michigan
$143M

Top Sellers

1
PCIA
1
Prime Capital Investment Advisors
Kansas
$59.6M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$247M
3
CWM
3
Campbell Wealth Management
Virginia
$0
4
TCM
4
Tradewinds Capital Management
Washington
$844K
5
Ameriprise
5
Ameriprise
Minnesota
$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
76
Richardson Capital Management
Wisconsin
$13M +$59.8K +2,304 +0.5%
Wells Fargo
77
Wells Fargo
California
$12.9M -$946K -36,477 -7%
TSWM
78
Triangle Securities Wealth Management
North Carolina
$12.9M +$206K +7,926 +2%
RJA
79
Raymond James & Associates
Florida
$12.9M -$925K -35,670 -7%
HG
80
Harbor Group
New Hampshire
$12.8M -$148K -5,691 -1%
PAI
81
Pittenger & Anderson Inc
Nebraska
$12.8M -$136K -5,259 -1%
WA
82
Waverly Advisors
Alabama
$12.4M +$1.34M +51,606 +12%
LFG
83
Larson Financial Group
Missouri
$12.3M -$452K -17,427 -4%
Goldman Sachs
84
Goldman Sachs
New York
$12.2M -$1.43M -54,945 -10%
OFG
85
Omega Financial Group
California
$12.2M -$433K -16,704 -3%
FNC
86
First National Corp
Massachusetts
$11.9M -$1.27M -49,116 -10%
VNA
87
Valley National Advisers
Pennsylvania
$11.9M +$226K +8,709 +2%
FTS
88
Fifth Third Securities
Ohio
$11.7M +$313K +12,012 +3%
SFA
89
Seneca Financial Advisors
New York
$11.7M -$33.8K -1,302 -0.3%
VFPW
90
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.6M +$165K +6,357 +1%
LIM
91
Leavell Investment Management
Alabama
$11.5M -$499K -19,158 -4%
MIA
92
Milestone Investment Advisors
Wisconsin
$11.1M -$475K -18,306 -4%
PSP
93
Pacific Sage Partners
Washington
$11.1M +$873K +33,633 +9%
SIG
94
Spinnaker Investment Group
California
$10.7M +$122K +4,704 +1%
TLP
95
Trinity Legacy Partners
Texas
$10.7M +$217K +8,379 +2%
CMP
96
Courage Miller Partners
Virginia
$10.7M -$20.9K -804 -0.2%
MML Investors Services
97
MML Investors Services
Massachusetts
$10.7M -$178K -6,876 -2%
SJIM
98
St. Johns Investment Management
Florida
$10.6M -$190K -7,311 -2%
MI
99
Moneywise Inc
Virginia
$10.5M -$2.12M -81,549 -17%
TCM
100
Towercrest Capital Management
Pennsylvania
$10.3M -$362K -13,956 -3%
2 3
4
5 6