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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 %
BP
176
Broadleaf Partners
Ohio
$5.48M -$66K -2,544 -1%
GCP
177
Gill Capital Partners
Colorado
$5.44M +$22.6K +873 +0.4%
PAG
178
Private Advisor Group
New Jersey
$5.43M +$157K +6,045 +3%
NCM
179
Northwest Capital Management
Oregon
$5.42M -$575K -22,155 -10%
B
180
Birchbrook
Maine
$5.39M -$87.4K -3,369 -2%
AIM
181
Anchor Investment Management
South Carolina
$5.38M -$3.05M -117,423 -36%
DFA
182
DHJJ Financial Advisors
Illinois
$5.35M -$19.1K -735 -0.4%
EE
183
EWG Elevate
California
$5.25M -$48.6K -1,875 -0.9%
VA
184
Valmark Advisers
Ohio
$5.23M +$61.8K +2,382 +1%
LIM
185
Lathrop Investment Management
Arkansas
$5.21M -$260K -10,029 -5%
PWA
186
Pillar Wealth Advisors
Pennsylvania
$5.06M -$3.7M -142,800 -42%
MTIC
187
Missouri Trust & Investment Company
Missouri
$5.02M +$791K +30,501 +19%
CWM
188
Congress Wealth Management
Massachusetts
$4.96M -$54.2K -2,088 -1%
Susquehanna International Group
189
Susquehanna International Group
Pennsylvania
$4.9M +$2.22M +85,395 +83%
ECM
190
Exchange Capital Management
Michigan
$4.77M -$714K -27,531 -13%
GVAG
191
Great Valley Advisor Group
Delaware
$4.74M +$24.7K +951 +0.5%
SOS
192
Silver Oak Securities
Tennessee
$4.69M +$65.8K +2,538 +1%
Lido Advisors
193
Lido Advisors
California
$4.61M -$728K -27,966 -14%
MAM
194
McCarthy Asset Management
California
$4.59M +$68.4K +2,637 +2%
FIC
195
Family Investment Center
Missouri
$4.56M -$72.5K -2,793 -2%
BCM
196
Brookstone Capital Management
Illinois
$4.54M -$458K -16,947 -9%
PWA
197
Peterson Wealth Advisors
Utah
$4.51M -$58.1K -2,241 -1%
HWA
198
Hilltop Wealth Advisors
North Carolina
$4.5M -$295K -11,385 -6%
LBC
199
Lowe Brockenbrough & Co
Virginia
$4.45M -$252K -9,690 -5%
TYCC
200
Texas Yale Capital Corp
Florida
$4.44M +$18.8K +726 +0.4%
6 7
8
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