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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.

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
1
Curi RMB Capital
Illinois
$27.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$26.5M
3
Ameriprise
3
Ameriprise
Minnesota
$74.6M
4
TCM
4
Tradewinds Capital Management
Washington
$17.3M
5
SW
5
Simplicity Wealth
New Jersey
$16.7M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$162M
2
SSWM
2
Sheets Smith Wealth Management
North Carolina
$1.99M
3
HWA
3
HHM Wealth Advisors
Tennessee
$16.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$29M
5
LPL Financial
5
LPL Financial
California
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
26
Davenport & Co
Virginia
$34.1M +$2.16M +79,509 +7%
OIA
27
OneDigital Investment Advisors
Kansas
$32.9M -$2.67M -98,283 -8%
AWMS
28
Advocacy Wealth Management Services
Georgia
$32.8M +$3.76M +138,474 +13%
MFT
29
Moisand Fitzgerald Tamayo
Florida
$30.8M +$1.54M +56,664 +5%
SAM
30
Summit Asset Management
Tennessee
$30.1M +$1.24M +45,750 +4%
BCMO
31
Buckingham Capital Management (Ohio)
Ohio
$29.3M +$4.56K +168 +0%
Morgan Stanley
32
Morgan Stanley
New York
$29M -$26.2M -964,935 -47%
CRC
33
Curi RMB Capital
Illinois
$27.2M +$27.2M +1,002,510 New
EWA
34
Exencial Wealth Advisors
Oklahoma
$27M +$2.28M +84,036 +9%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$26.5M +$23.5M +867,297 +796%
MAG
36
Mokosak Advisory Group
Iowa
$26.4M +$830K +30,564 +3%
MWM
37
Modera Wealth Management
New Jersey
$26M -$457K -16,821 -2%
EGWAG
38
Elwood & Goetz Wealth Advisory Group
Georgia
$25.4M +$559K +20,598 +2%
MF
39
Manchester Financial
California
$24.3M +$721K +26,565 +3%
NFW
40
Noble Family Wealth
Florida
$24.1M -$3.32M -122,163 -12%
CWM
41
Campbell Wealth Management
Virginia
$22.1M +$869K +32,010 +4%
SFG
42
Sage Financial Group
Pennsylvania
$21.6M +$280K +10,317 +1%
DAS
43
Dynamic Advisor Solutions
Arizona
$21.5M -$1.09M -40,107 -5%
CAN
44
Cetera Advisor Networks
California
$21.1M +$456K +16,791 +2%
SIC
45
Salem Investment Counselors
North Carolina
$20.4M -$172K -6,330 -0.8%
IA
46
IFP Advisors
Florida
$20.2M -$694K -25,572 -3%
Bank of America
47
Bank of America
North Carolina
$20.1M -$949K -34,959 -5%
HNW
48
High Note Wealth
Minnesota
$19.6M +$6.55M +241,365 +50%
PMG
49
ProVise Management Group
Florida
$19.2M -$1.98M -72,933 -9%
NFG
50
Northeast Financial Group
Pennsylvania
$19.1M +$2.03M +74,856 +12%
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