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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 %
OWA
301
Opal Wealth Advisors
New York
$2.37M -$11.2M -413,628 -83%
CFO
302
Collective Family Office
Pennsylvania
$2.35M -$119K -4,368 -5%
NC
303
Napatree Capital
Rhode Island
$2.35M +$209K +8,199 +10%
SFA
304
Sequoia Financial Advisors
Ohio
$2.3M -$43.9K -1,617 -2%
DWM
305
Destination Wealth Management
California
$2.29M -$1.15M -42,390 -33%
RDWM
306
Red Door Wealth Management
Tennessee
$2.29M -$217K -7,995 -9%
SWM
307
SeaCrest Wealth Management
New York
$2.29M +$7.08K +261 +0.3%
FA
308
Fiducient Advisors
Illinois
$2.28M +$2.28M +84,108 New
CA
309
Centerpoint Advisors
Massachusetts
$2.28M – – –
SFG
310
Sunburst Financial Group
Alabama
$2.28M -$21K -777 -0.9%
JPLA
311
Joseph P. Lucia & Associates
New York
$2.26M -$82.9K -3,054 -4%
NP
312
NorthRock Partners
Minnesota
$2.25M -$898K -33,072 -29%
SFP
313
Strategic Financial Planning
Texas
$2.24M -$20.8K -765 -0.9%
DWM
314
Dakota Wealth Management
Florida
$2.21M +$210K +7,743 +10%
WA
315
WBH Advisory
Maryland
$2.17M +$14.3K +525 +0.7%
NHC
316
Nicholas Hoffman & Company
Georgia
$2.07M +$4.07K +150 +0.2%
ZF
317
Zhang Financial
Michigan
$2.06M +$13K +480 +0.6%
AGC
318
Aspen Grove Capital
Colorado
$2.04M +$896 +33 +0%
LF
319
LifeSteps Financial
California
$2.03M -$19.1K -702 -0.9%
AIM
320
Athena Investment Management
California
$2.02M +$13.5K +498 +0.7%
SSWM
321
Sheets Smith Wealth Management
North Carolina
$1.99M -$34.5M -1,270,788 -95%
CFG
322
Clayton Financial Group
Missouri
$1.96M -$82.1K -3,024 -4%
ES
323
ETF Store
Kansas
$1.95M -$67.1K -2,472 -3%
CWG
324
Cornerstone Wealth Group
North Carolina
$1.94M +$1.94M +71,403 New
BCM
325
Boltwood Capital Management
California
$1.91M +$105K +3,852 +6%
11 12
13
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