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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 %
MG
276
Mather Group
Illinois
$2.84M -$231K -9,219 -8%
FTUS
277
Flow Traders U.S.
New York
$2.83M +$2.23M +82,098 +368%
OFG
278
Orcam Financial Group
California
$2.83M +$4.4K +162 +0.2%
Susquehanna International Group
279
Susquehanna International Group
Pennsylvania
$2.81M -$295K -10,854 -9%
CFIA
280
Cantor Fitzgerald Investment Advisors
New York
$2.78M -$41.3K -1,521 -1%
VCM
281
Vivaldi Capital Management
Illinois
$2.75M +$192K +7,221 +8%
WP
282
WealthShield Partners
North Carolina
$2.73M +$56.7K +2,088 +2%
RWA
283
River Wealth Advisors
Pennsylvania
$2.7M -$21.5K -792 -0.8%
BSHC
284
Breed's Hill Capital
Massachusetts
$2.64M – – –
KF
285
Krilogy Financial
Missouri
$2.63M -$100K -3,690 -4%
JCIA
286
Jackson Creek Investment Advisors
Colorado
$2.62M -$570 -21 -0%
BCWM
287
Bartlett & Co Wealth Management
Ohio
$2.6M -$164K -6,039 -6%
LCM
288
Leisure Capital Management
California
$2.57M +$148K +5,454 +6%
TWM
289
Tradition Wealth Management
Minnesota
$2.56M -$75.4K -2,778 -3%
GRP
290
Global Retirement Partners
California
$2.53M +$95.3K +3,510 +4%
PFT
291
Providence First Trust
Arizona
$2.51M – – –
BFS
292
Burkett Financial Services
South Carolina
$2.5M -$91.8K -3,381 -4%
NCM
293
Novare Capital Management
North Carolina
$2.5M +$585K +21,540 +31%
TW
294
Transform Wealth
Colorado
$2.48M +$36.3K +1,338 +1%
BMMM
295
Boston Mountain Money Management
Arkansas
$2.45M +$2.45M +90,297 New
CAG
296
Compass Advisory Group
New York
$2.43M +$31.3K +1,152 +1%
BWM
297
BCS Wealth Management
Tennessee
$2.43M -$103K -3,780 -4%
AC
298
Abbrea Capital
California
$2.42M – – –
NRI
299
NFP Retirement Inc
California
$2.41M -$913K -33,642 -28%
SP
300
SWS Partners
Ohio
$2.39M +$564K +20,790 +31%
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