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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 %
PP
501
Pegasus Partners
Wisconsin
$731K – – –
DFG
502
Delta Financial Group
New Jersey
$731K +$104K +3,849 +17%
HL
503
HeadInvest LLC
Maine
$724K +$393K +14,481 +119%
MOS
504
MGO One Seven
Ohio
$724K +$724K +26,670 New
HA
505
Harfst & Associates
Wyoming
$721K -$12.2K -450 -2%
BJL
506
Brighton Jones LLC
Washington
$721K +$2.36K +87 +0.3%
RIA
507
Regal Investment Advisors
Michigan
$720K +$214K +7,902 +42%
FC
508
FCA Corp
Texas
$716K +$4.32K +159 +0.6%
TAM
509
Townsend Asset Management
North Carolina
$716K +$1.14K +42 +0.2%
JCFM
510
JBR Co Financial Management
Oklahoma
$715K -$42.9K -1,581 -6%
SWA
511
Stratos Wealth Advisors
Ohio
$713K -$33.8K -1,245 -5%
LFAS
512
Level Four Advisory Services
Texas
$713K – – –
SPIA
513
Steward Partners Investment Advisory
New York
$711K +$37.4K +1,377 +6%
JF
514
Joule Financial
Kentucky
$697K -$489 -18 -0.1%
AAG
515
Armstrong Advisory Group
Massachusetts
$695K – – –
CWA
516
Continuum Wealth Advisors
New York
$692K -$8.22K -303 -1%
YIA
517
YHB Investment Advisors
Connecticut
$692K +$14.6K +537 +2%
MA
518
Modus Advisors
Minnesota
$692K -$2.2K -81 -0.3%
CW
519
Cooksen Wealth
Texas
$690K -$6.11K -225 -0.9%
TA
520
TrueWealth Advisors
Alabama
$684K -$570 -21 -0.1%
UB
521
UMB Bank
Missouri
$679K – – –
AGA
522
Arkos Global Advisors
Texas
$679K – – –
MF
523
Meridian Financial
Massachusetts
$678K +$2.2K +81 +0.3%
CHA
524
Cooper/Haims Advisors
New York
$670K +$3.58K +132 +0.5%
CM
525
Columbus Macro
Pennsylvania
$654K -$7.17K -264 -1%
19 20
21
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