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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 %
GG
201
Gleason Group
Kentucky
$4.35M +$934 +36 +0%
AAIM
202
Asset Advisors Investment Management
Georgia
$4.29M -$10.2M -393,081 -70%
ACA
203
Atlas Capital Advisors
Wyoming
$4.29M +$563K +21,702 +15%
CWA
204
Carolina Wealth Advisors
South Carolina
$4.28M +$334K +12,882 +8%
AAS
205
Ameritas Advisory Services
Nebraska
$4.18M +$30.1K +1,161 +0.7%
CCWA
206
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.15M -$203K -7,821 -5%
MA
207
Mutual Advisors
Nebraska
$4.12M +$385K +14,331 +10%
MCM
208
Mengis Capital Management
Oregon
$4.11M +$15.3K +591 +0.4%
HF
209
Halpern Financial
Virginia
$4.07M +$785K +30,240 +24%
ISWM
210
Independent Solutions Wealth Management
New York
$4.05M +$12K +462 +0.3%
AWG
211
Altus Wealth Group
Colorado
$4.02M -$1.09M -42,054 -21%
PAG
212
Powers Advisory Group
Illinois
$4.01M +$263K +10,119 +7%
AWA
213
Acorn Wealth Advisors
Michigan
$3.96M -$223K -8,610 -5%
JWS
214
Juncture Wealth Strategies
Arizona
$3.96M +$55.5K +2,139 +1%
NA
215
NewEdge Advisors
Louisiana
$3.91M +$770K +29,694 +25%
EFG
216
Everhart Financial Group
Ohio
$3.88M +$13.5K +519 +0.3%
WMG
217
WESCAP Management Group
California
$3.87M -$59.9K -2,310 -2%
ACM
218
Arcataur Capital Management
Wisconsin
$3.86M -$112K -4,314 -3%
SCM
219
Steele Capital Management
Iowa
$3.85M -$35.1K -1,350 -0.9%
AOWM
220
Alpha Omega Wealth Management
Virginia
$3.83M -$25.9K -999 -0.7%
B
221
Bensler
Washington
$3.73M -$458K -17,655 -11%
GPFA
222
Game Plan Financial Advisors
Ohio
$3.7M +$8.33K +321 +0.2%
BBW
223
Blue Barn Wealth
Utah
$3.7M +$153K +5,913 +4%
CRA
224
Clear Rock Advisors
Texas
$3.7M -$338K -13,029 -8%
MAS
225
Madden Advisory Services
Florida
$3.68M -$36.8K -1,419 -1%
7 8
9
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