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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
+$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 %
PSF
451
Pacific Sun Financial
California
$955K -$13K -480 -1%
Kovitz Investment Group Partners
452
Kovitz Investment Group Partners
Illinois
$951K +$218K +8,022 +30%
CAG
453
Csenge Advisory Group
Florida
$944K -$76.1K -2,805 -7%
MWP
454
Madison Wealth Partners
Wisconsin
$943K +$81.4K +3,000 +9%
ANTB
455
AMG National Trust Bank
Colorado
$941K – – –
NWMG
456
National Wealth Management Group
Ohio
$929K -$45.9K -1,692 -5%
AWS
457
Atria Wealth Solutions
New York
$928K -$90.7K -3,342 -9%
FT
458
Fiduciary Trust
Massachusetts
$928K +$8.14K +300 +0.9%
DI
459
Diligent Investors
California
$927K -$3.66K -135 -0.4%
PA
460
Parallel Advisors
California
$926K -$9.69K -357 -1%
MA
461
MCF Advisors
Kentucky
$914K -$157K -5,769 -15%
BWA
462
BlueChip Wealth Advisors
Georgia
$911K -$4.32K -159 -0.5%
CWM
463
Cornerstone Wealth Management
Missouri
$899K +$7.57K +279 +0.8%
RPGK
464
Retirement Planning Group (Kansas)
Kansas
$897K +$115K +4,233 +15%
NL
465
NWAM LLC
Washington
$894K +$21.9K +828 +3%
CAM
466
Cozad Asset Management
Illinois
$863K -$107K -3,945 -11%
WAM
467
Worth Asset Management
Texas
$853K -$180K -6,633 -17%
CFP
468
Cascade Financial Partners
California
$853K +$853K +32,982 New
RW
469
Rede Wealth
Virginia
$848K -$204K -7,524 -19%
VPIM
470
Vanguard Personalized Indexing Management
California
$848K +$525K +19,350 +163%
PCM
471
Pennsylvania Capital Management
Pennsylvania
$846K -$546K -20,109 -39%
CPL
472
CAP Partners LLC
Tennessee
$841K +$10.5K +387 +1%
GT
473
Greenleaf Trust
Michigan
$839K – – –
PAM
474
Pegasus Asset Management
New York
$837K – – –
BCI
475
Brinker Capital Investments
Pennsylvania
$834K +$102K +3,765 +14%
17 18
19
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