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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

856 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, 313 increasing their positions, 357 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
856
Holders Change
+7
Holders Change %
+0.82%
% of All Funds
12.41%
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
313
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
$26.5M
3
Ameriprise
Ameriprise
Minnesota
$74.6M
4
TCM
Tradewinds Capital Management
Washington
$17.3M
5
SW
Simplicity Wealth
New Jersey
$16.7M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$162M
2
SSWM
Sheets Smith Wealth Management
North Carolina
$1.99M
3
HWA
HHM Wealth Advisors
Tennessee
$16.4M
4
Morgan Stanley
Morgan Stanley
New York
$29M
5
LPL Financial
LPL Financial
California
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
251
MBA Advisors
Pennsylvania
$3.41M -$468K -17,235 -12%
HF
252
Halpern Financial
Virginia
$3.39M +$624K +23,295 +23%
IWM
253
IHT Wealth Management
Illinois
$3.35M +$862K +31,767 +35%
WSTAM
254
Wilbanks Smith & Thomas Asset Management
Virginia
$3.32M -$98.6K -3,633 -3%
NA
255
NewEdge Advisors
Louisiana
$3.29M -$330K -12,171 -9%
PMFA
256
Plante Moran Financial Advisors
Michigan
$3.29M -$120K -4,428 -4%
PIAS
257
PCA Investment Advisory Services
Ohio
$3.28M +$119K +4,368 +4%
RWP
258
Revolve Wealth Partners
New Jersey
$3.28M -$86.6K -3,192 -3%
NIM
259
Nicollet Investment Management
Minnesota
$3.27M +$31.4K +1,158 +1%
PWM
260
Perigon Wealth Management
California
$3.26M -$17K -627 -0.5%
ACA
261
Affinity Capital Advisors
California
$3.23M -$1.39M -51,384 -30%
BBWP
262
Beacon Bridge Wealth Partners
Pennsylvania
$3.22M -$1.18M -43,416 -27%
FFA
263
Farther Finance Advisors
California
$3.19M +$3M +111,267 +1,570%
RC
264
Roundview Capital
New Jersey
$3.19M -$221K -8,127 -6%
EW
265
Element Wealth
Mississippi
$3.17M -$8.55K -315 -0.3%
PWMAG
266
Pinnacle Wealth Management Advisory Group
New Jersey
$3.09M -$129K -4,740 -4%
FAG
267
Financial Advisory Group
Texas
$3.09M -$9.77K -360 -0.3%
BA
268
Bristlecone Advisors
Washington
$2.98M -$5.46K -201 -0.2%
UCFA
269
United Capital Financial Advisors
Texas
$2.97M -$63.6K -2,343 -2%
TWG
270
The Wealth Group
Minnesota
$2.94M -$18.8K -708 -0.6%
WANY
271
Wealthspire Advisors (New York)
New York
$2.9M +$38K +1,401 +1%
HA
272
HC Advisors
Georgia
$2.88M +$132K +4,845 +5%
CFS
273
CRA Financial Services
New Jersey
$2.87M +$6.35K +234 +0.2%
MAM
274
Marquette Asset Management
Minnesota
$2.86M -$14.3K -528 -0.5%
UIA
275
Ulland Investment Advisors
Minnesota
$2.86M -$98.9K -3,645 -3%
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