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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

856 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, 313 increasing their positions, 357 reducing their positions, and 42 closing their positions.

Holders
856
Holders Change
+7
Holders Change %
+0.82%
% of All Funds
12.41%
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
313
Reduced
357
Closed
42
Calls
$636K
Puts
$49K
Net Calls
+$587K
Net Calls Change
+$195K

Top Buyers

1
CRC
1
Curi RMB Capital
Illinois
$27.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$26.5M
3
Ameriprise
3
Ameriprise
Minnesota
$74.6M
4
TCM
4
Tradewinds Capital Management
Washington
$17.3M
5
SW
5
Simplicity Wealth
New Jersey
$16.7M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$162M
2
SSWM
2
Sheets Smith Wealth Management
North Carolina
$1.99M
3
HWA
3
HHM Wealth Advisors
Tennessee
$16.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$29M
5
LPL Financial
5
LPL Financial
California
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$18.9M +$717K +26,424 +4%
Corient Private Wealth
52
Corient Private Wealth
Florida
$18.8M +$25.2K +930 +0.1%
NOI
53
Newton One Investments
Delaware
$18.8M +$338K +12,441 +2%
Jones Financial Companies
54
Jones Financial Companies
Missouri
$18.6M +$943K +34,734 +5%
HSA
55
HBK Sorce Advisory
Pennsylvania
$17.7M -$4.78M -176,244 -21%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$17.7M -$688K -25,344 -4%
TPI
57
Trust Point Inc
Wisconsin
$17.6M -$359K -13,212 -2%
TCM
58
Tradewinds Capital Management
Washington
$17.3M +$17.3M +638,715 New
BSB
59
Bangor Savings Bank
Maine
$17.3M -$492K -18,114 -3%
MFGP
60
Marshall Financial Group (Pennsylvania)
Pennsylvania
$16.9M +$28.8K +1,062 +0.2%
DP
61
Denver PWM
Colorado
$16.8M +$53.3K +2,007 +0.3%
SW
62
Simplicity Wealth
New Jersey
$16.7M +$16.4M +602,466 +4,468%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$16.5M +$15.4M +567,321 +1,352%
LFS
64
Lutz Financial Services
Nebraska
$16.5M -$100K -3,684 -0.6%
JPMorgan Chase & Co
65
JPMorgan Chase & Co
New York
$16.5M +$379K +13,977 +2%
HWA
66
HHM Wealth Advisors
Tennessee
$16.4M -$28.7M -1,056,609 -64%
BFG
67
Bleakley Financial Group
New Jersey
$16.4M +$321K +11,823 +2%
AMG
68
Asset Management Group
Connecticut
$15.7M -$135K -4,986 -0.9%
BAM
69
Berkshire Asset Management
Pennsylvania
$15.4M +$1.65M +60,606 +12%
AAIM
70
Asset Advisors Investment Management
Georgia
$15.2M +$15.8K +582 +0.1%
CFMC
71
Curbstone Financial Management Corp
New Hampshire
$15M +$57K +2,100 +0.4%
SC
72
Savant Capital
Illinois
$14.8M -$254K -9,351 -2%
FWP
73
FAS Wealth Partners
Kansas
$14.7M +$160K +5,913 +1%
Wells Fargo
74
Wells Fargo
California
$14.5M -$814K -30,006 -5%
RJA
75
Raymond James & Associates
Florida
$14.4M +$16.5K +609 +0.1%
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