Schwab US Mid-Cap ETF
SCHM
SCHM
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
Chicago,
Illinois
|
+$27.2M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$23.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$18.5M |
| 4 |
TCM
Tradewinds Capital Management
Bellingham,
Washington
|
+$17.3M |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$16.4M |
Top Sellers
| 1 |
Cerity Partners
New York
|
-$1.38B |
| 2 |
SSWM
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
-$34.5M |
| 3 |
HWA
HHM Wealth Advisors
Chattanooga,
Tennessee
|
-$28.7M |
| 4 |
Morgan Stanley
New York
|
-$26.2M |
| 5 |
LPL Financial
San Diego,
California
|
-$15.2M |
