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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
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 %
SAM
151
Smithbridge Asset Management
Pennsylvania
$6.79M -$6.38K -246 -0.1%
NDSI
152
Newman Dignan & Sheerar Inc
Rhode Island
$6.72M +$137K +5,280 +2%
VAMG
153
Voisard Asset Management Group
Michigan
$6.63M +$207K +7,974 +3%
SDWMA
154
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.57M +$152K +5,877 +2%
MSFS
155
Main Street Financial Solutions
Pennsylvania
$6.55M +$308K +11,871 +5%
MBI
156
May Barnhard Investments
Maryland
$6.44M +$229K +8,826 +4%
JWBC
157
John W. Brooker & Co
California
$6.42M -$300K -11,580 -4%
KCPG
158
Kavar Capital Partners Group
Kansas
$6.32M +$139K +5,376 +2%
AQR Capital Management
159
AQR Capital Management
Connecticut
$6.23M +$2.26M +87,084 +57%
LA
160
LexAurum Advisors
Kansas
$6.21M +$179K +6,909 +3%
WT
161
Whittier Trust
California
$6.2M – – –
AF
162
Allworth Financial
California
$6.19M -$57.4K -2,160 -0.9%
H
163
HoyleCohen
California
$6.02M -$2.02K -78 -0%
AMM
164
American Money Management
California
$6.02M +$233K +8,991 +4%
PVAMC
165
PPS&V Asset Management Consultants
Michigan
$6M -$52.5K -2,025 -0.9%
Baird Financial Group
166
Baird Financial Group
Wisconsin
$5.98M -$938K -36,138 -14%
NCMW
167
Northern Capital Management (Washington)
Washington
$5.97M -$665K -25,644 -10%
CCM
168
Colorado Capital Management
Colorado
$5.82M -$214K -8,238 -4%
JJBC
169
James J. Burns & Company
New York
$5.79M +$2.2M +84,972 +62%
FSWA
170
Financial Synergies Wealth Advisors
Texas
$5.67M -$129K -4,959 -2%
Envestnet Portfolio Solutions
171
Envestnet Portfolio Solutions
Illinois
$5.56M +$159K +6,138 +3%
CA
172
Capital Advantage
California
$5.55M -$555K -21,468 -9%
PFA
173
Pure Financial Advisors
California
$5.52M -$316K -12,177 -5%
CIA
174
Cape Investment Advisory
Georgia
$5.49M +$16.5K +636 +0.3%
MMA
175
Miracle Mile Advisors
California
$5.49M -$34.9K -1,344 -0.6%
5 6
7
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