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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

857 hedge funds and large institutions have $7.61B invested in Schwab US Mid-Cap ETF in 2024 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 314 increasing their positions, 357 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
857
Holders Change
+7
Holders Change %
+0.82%
% of All Funds
12.42%
Holding in Top 10
85
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-3.41%
% of All Funds
1.23%
New
61
Increased
314
Reduced
357
Closed
42
Calls
$636K
Puts
$49K
Net Calls
+$587K
Net Calls Change
+$195K

Top Buyers

1
CRC
Curi RMB Capital
Illinois
+$27.2M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$23.5M
3
Ameriprise
Ameriprise
Minnesota
+$18.5M
4
TCM
Tradewinds Capital Management
Washington
+$17.3M
5
SW
Simplicity Wealth
New Jersey
+$16.4M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$1.38B
2
SSWM
Sheets Smith Wealth Management
North Carolina
-$34.5M
3
HWA
HHM Wealth Advisors
Tennessee
-$28.7M
4
Morgan Stanley
Morgan Stanley
New York
-$26.2M
5
LPL Financial
LPL Financial
California
-$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
226
Powers Advisory Group
Illinois
$3.93M +$91.4K +3,369 +2%
ACA
227
Atlas Capital Advisors
Wyoming
$3.9M +$514K +18,921 +15%
MAS
228
Madden Advisory Services
Florida
$3.89M +$47.6K +1,755 +1%
BBPWM
229
Blue Bell Private Wealth Management
Pennsylvania
$3.88M +$23.8K +876 +0.6%
AFO
230
Arrowroot Family Office
California
$3.87M -$23.1K -852 -0.6%
WFAG
231
Wescott Financial Advisory Group
Pennsylvania
$3.87M -$656K -24,165 -15%
GPFA
232
Game Plan Financial Advisors
Ohio
$3.87M +$3.01K +111 +0.1%
SPA
233
Sentinel Pension Advisors
Massachusetts
$3.83M -$3.54M -130,365 -48%
PSIWM
234
Paradigm Strategies in Wealth Management
Minnesota
$3.8M -$37K -1,362 -1%
VBWMG
235
Von Berge Wealth Management Group
California
$3.79M +$554K +20,412 +17%
MA
236
Mutual Advisors
Nebraska
$3.78M -$582K -21,444 -13%
SF
237
Safeguard Financial
Wisconsin
$3.74M -$380K -13,989 -9%
BBW
238
Blue Barn Wealth
Utah
$3.71M -$52.5K -1,935 -1%
RWM
239
Reston Wealth Management
Virginia
$3.71M +$244 +9 +0%
FVWA
240
Foster Victor Wealth Advisors
South Carolina
$3.71M -$212K -8,046 -5%
CFG
241
Citizens Financial Group
Rhode Island
$3.7M -$69.8K -2,571 -2%
SFA
242
Souders Financial Advisors
Ohio
$3.69M +$19.4K +714 +0.5%
JJBC
243
James J. Burns & Company
New York
$3.69M -$2.26M -84,612 -38%
Citadel Advisors
244
Citadel Advisors
Florida
$3.68M +$2.24M +82,635 +156%
SPP
245
Single Point Partners
Massachusetts
$3.6M -$26.2K -966 -0.7%
BWG
246
Balanced Wealth Group
Ohio
$3.6M +$555K +20,844 +18%
CCM
247
Coldstream Capital Management
Washington
$3.57M -$343K -12,633 -9%
AF
248
Apollon Financial
South Carolina
$3.54M -$36.2K -1,335 -1%
CHA
249
Carmichael Hill & Associates
Maryland
$3.44M -$9.77K -360 -0.3%
PA
250
Pinnacle Associates
New York
$3.42M -$128K -4,731 -4%
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