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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 %
M
776
MOTCO
Texas
$65.1K – – –
HC
777
Hoese & Co
Minnesota
$62.3K – – –
CP
778
Castleview Partners
Texas
$62.2K -$6.68K -246 -10%
SC
779
Stephens Consulting
Michigan
$60.3K -$8.39K -309 -12%
LWA
780
Lowe Wealth Advisors
Maryland
$57.7K – – –
IRC
781
Investors Research Corp
Georgia
$57.2K -$33K -1,215 -37%
IPW
782
Impact Partnership Wealth
Georgia
$54.7K -$20.8K -768 -28%
AFWM
783
Abich Financial Wealth Management
Virginia
$53K +$53K +1,953 New
OHWP
784
Oak Harbor Wealth Partners
North Carolina
$48.1K -$36.2K -1,335 -43%
PCM
785
Palouse Capital Management
Washington
$48.1K +$48.1K +1,773 New
GWSA
786
Global Wealth Strategies & Associates
Colorado
$46.7K – – –
JHCP
787
Jackson Hole Capital Partners
Oklahoma
$44.8K – – –
KSWA
788
Kathleen S. Wright Associates
Pennsylvania
$44.8K +$896 +33 +2%
PO
789
Private Ocean
California
$44.4K -$4.4K -162 -9%
MWM
790
Mascoma Wealth Management
New Hampshire
$42.5K – – –
NSIM
791
North Star Investment Management
Illinois
$42.4K +$163 +6 +0.4%
GWM
792
Geneos Wealth Management
Colorado
$42.3K – – –
GWM
793
Guardian Wealth Management
Illinois
$41.5K +$81 +3 +0.2%
CAL
794
Capital Analysts LLC
Pennsylvania
$40K +$40K +1,467 New
PCA
795
Providence Capital Advisors
North Carolina
$34.9K -$17.2K -633 -33%
VWA
796
Valued Wealth Advisors
Utah
$32.6K +$31.8K +1,170 +3,900%
BCM
797
Blume Capital Management
California
$28.5K – – –
AC
798
AlphaCore Capital
California
$28.5K -$21.1K -777 -43%
EWM
799
EPG Wealth Management
Georgia
$27K – – –
TC
800
Truvestments Capital
Florida
$26.7K – – –
30 31
32
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