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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 %
MWM
576
MBE Wealth Management
Wisconsin
$486K -$9.93K -366 -2%
FCI
577
Financial Counselors Inc
Kansas
$484K -$2.69K -99 -0.6%
PI
578
Pachira Investments
California
$484K +$1.55K +57 +0.3%
JFGIW
579
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$475K +$3.5K +129 +0.7%
AIP
580
Almanack Investment Partners
Pennsylvania
$474K -$139K -5,133 -23%
WCF
581
West Coast Financial
California
$472K +$163K +6,000 +53%
CWM
582
Castle Wealth Management
Florida
$472K – – –
CAG
583
Curtis Advisory Group
California
$469K -$21.7K -801 -4%
CIS
584
Continental Investors Services
Washington
$468K +$567 +21 +0.1%
HT
585
Heritage Trust
Oklahoma
$464K – – –
CG
586
Caprock Group
Idaho
$463K +$1.06K +39 +0.2%
IPWA
587
International Private Wealth Advisors
California
$452K – – –
EFA
588
Evernest Financial Advisors
Indiana
$438K -$433K -17,178 -50%
RCA
589
Reitz Capital Advisors
Michigan
$438K – – –
ACA
590
Aspire Capital Advisors
Washington
$434K -$7.57K -279 -2%
TWM
591
Triton Wealth Management
Arizona
$430K +$14.4K +558 +3%
LFG
592
Leverty Financial Group
Wisconsin
$430K -$180K -6,636 -30%
PFGIA
593
Patriot Financial Group Insurance Agency
Massachusetts
$421K +$407 +15 +0.1%
TFP
594
Tilia Fiduciary Partners
North Carolina
$419K -$16.8K -618 -4%
WCM
595
Wealthcare Capital Management
Virginia
$416K -$545K -20,088 -57%
M&T Bank
596
M&T Bank
New York
$414K -$16.3K -600 -4%
MCM
597
Mendel Capital Management
Arkansas
$412K -$326 -12 -0.1%
WF
598
Williams Financial
Vermont
$409K +$1.22K +45 +0.3%
CCB
599
Country Club Bank
Missouri
$407K -$6.19K -228 -1%
BAM
600
Bosun Asset Management
Illinois
$407K – – –
22 23
24
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