SCHM icon

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 %
EWM
651
Elmwood Wealth Management
California
$312K +$312K +11,478 New
CAL
652
Capital Advisors Ltd
Ohio
$311K +$32.6K +1,200 +12%
GA
653
Goldstein Advisors
Wisconsin
$311K -$1.38K -51 -0.4%
STA
654
Summit Trail Advisors
New York
$305K +$305K +11,247 New
KAS
655
KPP Advisory Services
Kentucky
$304K +$304K +11,217 New
ACA
656
Aptus Capital Advisors
Alabama
$304K +$86.6K +3,192 +40%
FWS
657
FinDec Wealth Services
California
$302K -$10.1K -372 -3%
Fisher Asset Management
658
Fisher Asset Management
Washington
$299K +$299K +11,010 New
VCA
659
Verdence Capital Advisors
Maryland
$298K +$2.69K +99 +0.9%
PIM
660
Penobscot Investment Management
Massachusetts
$295K -$20.6K -759 -7%
VV
661
Verity & Verity
South Carolina
$295K +$295K +10,866 New
UW
662
Unique Wealth
Florida
$291K – – –
PI
663
PFG Investments
New York
$291K -$96.7K -3,564 -25%
GM
664
GeoWealth Management
Illinois
$288K +$288K +10,623 New
AFA
665
Arlington Financial Advisors
California
$288K -$1.14M -41,820 -80%
SCA
666
Snowden Capital Advisors
New York
$284K +$284K +10,446 New
CCA
667
Clarity Capital Advisors
Florida
$282K +$896 +33 +0.3%
KPWS
668
Kestra Private Wealth Services
Texas
$280K -$141K -5,181 -33%
SSB
669
Sandy Spring Bank
Maryland
$280K +$407 +15 +0.1%
P
670
&Partners
Tennessee
$279K +$279K +10,257 New
TW
671
TrinityPoint Wealth
Connecticut
$279K +$30.5K +1,125 +12%
CF
672
Centaurus Financial
California
$278K +$23.7K +873 +9%
FC
673
Financial Consulate
Maryland
$276K -$13.3M -491,367 -98%
OIA
674
Optimum Investment Advisors
Illinois
$274K +$244 +9 +0.1%
AA
675
Ancora Advisors
Ohio
$273K – – –
25 26
27
28 29