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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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.66B 21,221,270 +152,448 +0.7%
Creative Planning
2
Creative Planning
Kansas
$782M 10,044,550 -83,666 -0.8%
HighTower Advisors
3
HighTower Advisors
Illinois
$247M 3,175,966 -517,901 -14%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$178M 2,282,373 +574,475 +34%
MGIA
5
Moneta Group Investment Advisors
Missouri
$174M 2,230,752 +72,079 +3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$161M 2,070,818 -69,274 -3%
Cerity Partners
7
Cerity Partners
New York
$154M 1,976,832 -7,534 -0.4%
AA
8
Advisory Alpha
Michigan
$143M 1,837,312 +123,777 +7%
UBS Group
9
UBS Group
Switzerland
$118M 1,514,371 -41,047 -3%
LWMT
10
Legacy Wealth Management (Tennessee)
Tennessee
$105M 1,344,981 -2,913 -0.2%
FFA
11
Fragasso Financial Advisors
Pennsylvania
$79.7M 1,024,471 +64,081 +7%
JFG
12
JMG Financial Group
Illinois
$75.4M 969,285 -6,615 -0.7%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$60.2M 774,023 -8,530 -1%
PCIA
14
Prime Capital Investment Advisors
Kansas
$59.6M 765,250 -1,071,956 -58%
Ameriprise
15
Ameriprise
Minnesota
$57.8M 743,041 -172,798 -19%
Mariner
16
Mariner
Kansas
$54.1M 695,531 +5,447 +0.8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$50.2M 645,119 +9,967 +2%
SFS
18
Summit Financial Strategies
Ohio
$50M 642,116 +24,708 +4%
BPA
19
Beacon Pointe Advisors
California
$46.8M 600,702 -952 -0.2%
RWM
20
RKL Wealth Management
Pennsylvania
$46M 590,482 +80 +0%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$45.7M 587,364 +42,819 +8%
LPL Financial
22
LPL Financial
California
$40.2M 515,979 -2,579 -0.5%
BBA
23
BLB&B Advisors
Pennsylvania
$39M 501,712 -35,240 -7%
Mercer Global Advisors
24
Mercer Global Advisors
Colorado
$38.9M 500,344 -8,585 -2%
GAM
25
Gemmer Asset Management
California
$37.5M 481,378 +16,130 +3%
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