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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 %
PTCG
126
Pring Turner Capital Group
California
$8.27M -$128K -4,920 -2%
SF
127
Schaeffer Financial
Maryland
$8.16M -$549K -21,150 -6%
BSAM
128
Blue Square Asset Management
New York
$8.15M -$2.2M -84,846 -21%
BWM
129
Brown Wealth Management
Illinois
$8.1M +$405K +15,603 +5%
MCC
130
Money Concepts Capital
Florida
$7.99M +$440K +16,965 +6%
CCFM
131
Clear Creek Financial Management
Washington
$7.99M -$522K -20,121 -6%
LPAM
132
Lodestar Private Asset Management
California
$7.93M +$291K +11,232 +4%
PIMG
133
Patriot Investment Management Group
Tennessee
$7.88M -$250K -9,633 -3%
CSPIA
134
Cary Street Partners Investment Advisory
Virginia
$7.83M +$3.27K +126 +0%
GCA
135
Gradient Capital Advisors
California
$7.81M +$123K +4,722 +2%
HFS
136
Horizon Financial Services
North Carolina
$7.78M +$229K +8,808 +3%
RDIA
137
RE Dickinson Investment Advisors
Iowa
$7.75M +$119K +4,572 +2%
BAMG
138
Brand Asset Management Group
Missouri
$7.66M +$364K +14,019 +5%
BSW
139
Buckingham Strategic Wealth
Missouri
$7.51M -$144K -5,562 -2%
MWP
140
Meridian Wealth Partners
Pennsylvania
$7.49M +$5.37K +207 +0.1%
Truist Financial
141
Truist Financial
North Carolina
$7.44M -$49.6K -1,911 -0.7%
VWA
142
Visionary Wealth Advisors
Illinois
$7.42M +$220K +8,496 +3%
CAM
143
Cresset Asset Management
Illinois
$7.4M -$80.1K -3,078 -1%
MCM
144
MAI Capital Management
Ohio
$7.21M +$240K +9,249 +3%
BFEC
145
Benjamin F. Edwards & Company
Missouri
$7.17M -$172K -6,627 -2%
SS
146
Sunbelt Securities
Texas
$6.94M +$433K +16,707 +7%
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$6.91M -$425K -16,380 -6%
BDF
148
Black Diamond Financial
Maryland
$6.9M +$6.3K +243 +0.1%
VFIC
149
Valley Forge Investment Consultants
Pennsylvania
$6.87M -$252K -9,714 -4%
AFP
150
Ausdal Financial Partners
Iowa
$6.79M +$67.7K +2,610 +1%
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