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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.

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

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$162M
2
SSWM
Sheets Smith Wealth Management
North Carolina
$1.99M
3
HWA
HHM Wealth Advisors
Tennessee
$16.4M
4
Morgan Stanley
Morgan Stanley
New York
$29M
5
LPL Financial
LPL Financial
California
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
EA
751
Evolution Advisers
Virginia
$114K – – –
FCA
752
FinTrust Capital Advisors
South Carolina
$109K +$81 +3 +0.1%
FCT
753
First Community Trust
Iowa
$104K – – –
MFC
754
Morris Financial Concepts
South Carolina
$99.9K -$79.6K -2,931 -44%
OC
755
Oakworth Capital
Alabama
$98.6K – – –
BFO
756
Biltmore Family Office
North Carolina
$97.8K – – –
Qube Research & Technologies (QRT)
757
Qube Research & Technologies (QRT)
United Kingdom
$94K +$79.3K +2,922 +541%
CA
758
Continuum Advisory
Idaho
$93.8K -$1.41M -52,890 -94%
BF
759
BOK Financial
Oklahoma
$88.6K – – –
OA
760
Operose Advisors
Wisconsin
$87.5K +$244 +9 +0.3%
CA
761
CoreCap Advisors
Michigan
$83.7K +$83.7K +3,081 New
CMP
762
Coston McIsaac & Partners
Maine
$83K – – –
GBT
763
Grove Bank & Trust
Florida
$82.2K – – –
GI
764
Gradient Investments
Minnesota
$80K -$50.8K -1,872 -39%
ADL
765
Asset Dedication LLC
California
$79K – – –
MBFW
766
Morton Brown Family Wealth
Pennsylvania
$78.2K – – –
BTI
767
Blue Trust Inc
Georgia
$76.3K – – –
RG
768
Retirement Group
California
$74.9K +$163 +6 +0.2%
MIM
769
Macroview Investment Management
Maryland
$74.6K +$3.26K +120 +5%
BEI
770
Benjamin Edwards Inc
Missouri
$74K -$19.5K -720 -21%
EFP
771
EnRich Financial Partners
Wisconsin
$73.2K +$73.2K +2,697 New
AA
772
Addison Advisors
Vermont
$72.8K – – –
BIM
773
Breakwater Investment Management
Washington
$69.2K +$69.2K +2,550 New
CIM
774
Contravisory Investment Management
Massachusetts
$66.6K +$11.6K +426 +21%
GWS
775
Glassman Wealth Services
Virginia
$65.4K – – –
29 30
31
32 33