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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 %
ZIM
676
Zacks Investment Management
Illinois
$272K -$15.7K -579 -5%
ACA
677
Ascension Capital Advisors
Texas
$270K -$10.8K -399 -4%
MCCP
678
Mission Creek Capital Partners
California
$264K -$7.65K -282 -3%
Comerica Bank
679
Comerica Bank
Texas
$262K -$253K -9,318 -49%
G
680
Gainplan
Michigan
$260K -$6.92K -255 -3%
ONB
681
Old National Bancorp
Indiana
$258K – – –
AFA
682
American Financial Advisors
Georgia
$254K +$29.9K +1,101 +13%
AR
683
Apeiron RIA
Texas
$253K – – –
FWA
684
FSM Wealth Advisors
Ohio
$253K +$253K +9,318 New
CSIC
685
Clifford Swan Investment Counsel
California
$252K +$244 +9 +0.1%
AC
686
AWM Capital
Arizona
$251K – – –
RFC
687
Regions Financial Corp
Alabama
$251K -$61.6K -2,268 -20%
National Bank of Canada
688
National Bank of Canada
Quebec, Canada
$249K – – –
PAM
689
Peak Asset Management
Colorado
$248K -$141K -5,208 -36%
FNBOMD
690
First National Bank of Mount Dora
Florida
$244K – – –
AT
691
American Trust
Kentucky
$244K -$77K -2,835 -24%
SCM
692
Saxony Capital Management
Missouri
$244K +$244K +8,985 New
Empower Advisory Group
693
Empower Advisory Group
Colorado
$244K -$123K -4,536 -34%
GAA
694
Global Assets Advisory
Florida
$242K +$242K +58,776 New
HCM
695
Hengehold Capital Management
Ohio
$241K -$570 -21 -0.2%
HI
696
Human Investing
Oregon
$238K -$1.22K -45 -0.5%
Bank of Montreal
697
Bank of Montreal
Ontario, Canada
$236K -$653 -24 -0.3%
FMWA
698
Forvis Mazars Wealth Advisors
Missouri
$235K +$6.68K +246 +3%
AFTS
699
American Financial & Tax Strategies
New York
$234K -$92.2K -3,396 -28%
TWM
700
Thrive Wealth Management
Pennsylvania
$234K +$407 +15 +0.2%
26 27
28
29 30