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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 %
AWMG
101
Alliance Wealth Management Group
New Jersey
$10.3M -$362K -13,956 -3%
TC
102
TownSquare Capital
Utah
$10.2M +$726K +27,993 +8%
ATWA
103
Arbor Trust Wealth Advisors
Michigan
$9.96M +$171K +6,579 +2%
BIG
104
Bush Investment Group
Georgia
$9.94M +$63.4K +2,445 +0.6%
BFG
105
Berger Financial Group
Minnesota
$9.87M +$1.98M +76,185 +25%
CA
106
Clearstead Advisors
Ohio
$9.8M +$3.29M +126,792 +50%
WTC
107
WhitTier Trust Company
Nevada
$9.79M -$29.5K -1,137 -0.3%
CCA
108
Clearwater Capital Advisors
Illinois
$9.78M +$21.1K +813 +0.2%
NYLIM
109
New York Life Investment Management
New York
$9.76M +$2.96M +114,030 +43%
PFM
110
Peak Financial Management
Massachusetts
$9.58M +$55.5K +2,139 +0.6%
Osaic Holdings
111
Osaic Holdings
Arizona
$9.56M -$1.64M -63,291 -15%
NSAM
112
North Star Asset Management
Wisconsin
$9.4M -$84K -3,237 -0.9%
CKAIS
113
Christensen King & Associates Investment Services
Washington
$9.35M +$2.1K +81 +0%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$9.26M +$625K +24,084 +7%
NFG
115
Nadler Financial Group
Illinois
$9.11M -$34.2K -1,320 -0.4%
TPW
116
Tiller Private Wealth
Pennsylvania
$8.95M -$89.8K -3,462 -1%
FCM
117
Fortis Capital Management
Washington
$8.87M +$140K +5,415 +2%
LCC
118
Lincoln Capital Corp
Rhode Island
$8.83M +$46K +1,773 +0.5%
SWA
119
Sightline Wealth Advisors
Connecticut
$8.81M +$285K +10,971 +3%
LF
120
Lee Financial
Texas
$8.71M -$103K -3,945 -1%
HWM
121
HB Wealth Management
Georgia
$8.61M -$3.66K -141 -0%
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$8.61M -$1.07M -41,337 -11%
SFWC
123
Strategic Family Wealth Counselors
New Jersey
$8.6M +$358K +13,818 +4%
AWM
124
Avior Wealth Management
Nebraska
$8.57M +$413K +15,933 +5%
KBFS
125
Kohmann Bosshard Financial Services
Ohio
$8.37M -$3.34M -128,550 -29%
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