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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 %
Jane Street
426
Jane Street
New York
$1.12M -$1.28M -47,004 -53%
GWWM
427
Great Waters Wealth Management
Minnesota
$1.11M -$17.2K -633 -2%
CIR
428
Clear Investment Research
Georgia
$1.1M -$81.8K -3,015 -7%
PCM
429
Parsons Capital Management
Rhode Island
$1.09M -$97.9K -3,606 -8%
BRWA
430
B. Riley Wealth Advisors
Florida
$1.08M +$158K +6,996 +17%
SF
431
Summit Financial
New Jersey
$1.08M +$5.86K +216 +0.5%
OIM
432
Orca Investment Management
Oregon
$1.06M -$111K -4,089 -9%
PCMC
433
Private Capital Management (Colorado)
Colorado
$1.05M +$651 +24 +0.1%
AAS
434
Avantax Advisory Services
Texas
$1.05M -$81 -3 -0%
BFG
435
Bouchey Financial Group
New York
$1.05M +$619K +22,803 +145%
SPC
436
Sigma Planning Corp
Michigan
$1.04M +$638K +23,508 +157%
HIC
437
Holderness Investments Company
North Carolina
$1.04M +$292K +10,743 +39%
SAM
438
Sawgrass Asset Management
Florida
$1.03M +$1.95K +72 +0.2%
GIA
439
GHP Investment Advisors
Colorado
$1.03M +$21.2K +780 +2%
IWC
440
Integrated Wealth Concepts
Massachusetts
$1.02M +$217K +8,007 +27%
BIA
441
Bigelow Investment Advisors
Maine
$1.02M -$8.96K -330 -0.9%
RWP
442
RWA Wealth Partners
Massachusetts
$1.02M +$81 +3 +0%
HP
443
Hilltop Partners
Indiana
$988K -$133K -4,908 -12%
TFS
444
Thoroughbred Financial Services
Tennessee
$988K -$66.2K -2,439 -6%
BMCM
445
Burns Matteson Capital Management
New York
$983K -$33.6K -1,239 -3%
PCMC
446
Planning Capital Management Corporation
Pennsylvania
$980K -$135K -4,983 -12%
CPA
447
Clear Point Advisors
New York
$968K -$110K -4,062 -10%
MWA
448
Motive Wealth Advisors
Michigan
$964K – – –
SFWA
449
Summit Financial Wealth Advisors
Louisiana
$961K – – –
NRW
450
Nova R Wealth
Kansas
$960K +$960K +35,376 New
16 17
18
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