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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 %
HCA
626
Harbour Capital Advisors
Virginia
$355K – – –
LAIC
627
Lederer & Associates Investment Counsel
California
$346K -$244 -9 -0.1%
AWE
628
Avidian Wealth Enterprises
Texas
$345K -$9.61K -354 -3%
DAS
629
Diversify Advisory Services
Utah
$340K +$340K +12,609 New
AF
630
Advisornet Financial
Minnesota
$339K -$11.9K -438 -3%
FCM
631
Firestone Capital Management
Florida
$336K +$651 +24 +0.2%
SWM
632
Stockman Wealth Management
Montana
$336K – – –
CIAS
633
Capital Investment Advisory Services
North Carolina
$330K – – –
PB
634
Pinnacle Bancorp
Nebraska
$330K – – –
HIM
635
Harbour Investment Management
Washington
$329K – – –
BW
636
BIP Wealth
Georgia
$329K +$163 +6 +0%
KWS
637
Keystone Wealth Services
California
$329K +$81 +3 +0%
OSAM
638
O'Shaughnessy Asset Management
Connecticut
$327K +$20.4K +750 +7%
TC
639
Tenret Company
Florida
$326K – – –
BB
640
Busey Bank
Illinois
$324K -$13.1K -483 -4%
AFG
641
Albion Financial Group
Utah
$319K -$5.86K -216 -2%
ACM
642
Armbruster Capital Management
New York
$319K -$2.04K -75 -0.6%
TWP
643
Total Wealth Planning
Ohio
$319K -$4.07K -150 -1%
RBCM
644
Raub Brock Capital Management
California
$317K +$896 +33 +0.3%
RA
645
RFG Advisory
Alabama
$315K +$17.6K +648 +6%
AP
646
Appleton Partners
Massachusetts
$315K -$51K -1,875 -14%
HNB
647
Huntington National Bank
Ohio
$315K -$316K – –
Bank of New York Mellon
648
Bank of New York Mellon
New York
$315K +$13.7K +504 +5%
EWM
649
Empirical Wealth Management
Washington
$314K -$198K -7,293 -39%
KFS
650
Kaizen Financial Strategies
California
$312K +$977 +36 +0.3%
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