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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 %
EWA
801
EverSource Wealth Advisors
Alabama
$26.2K +$11.3K +444 +76%
TCOV
802
Trust Company of Vermont
Vermont
$24.8K +$24.8K +915 New
HPC
803
HM Payson & Co
Maine
$24.3K – – –
NS
804
NBC Securities
Alabama
$21K – – –
HGERS
805
Householder Group Estate & Retirement Specialist
Arizona
$20.8K +$5.46K +201 +36%
WT
806
Washington Trust
Rhode Island
$20.4K -$1.71K -63 -8%
SVCP
807
Silicon Valley Capital Partners
California
$20.3K – – –
TAM
808
Tucker Asset Management
Colorado
$20.2K +$5.29K +195 +36%
CT
809
Clearstead Trust
Maine
$19.6K – – –
BlackRock
810
BlackRock
New York
$18.2K +$18.2K +669 New
VWM
811
Valley Wealth Managers
New Jersey
$17.8K – – –
TPCW
812
TD Private Client Wealth
New York
$17.1K +$407 +15 +2%
HBW
813
Hazlett, Burt & Watson
West Virginia
$17K – – –
MSG
814
Main Street Group
Virginia
$17K +$81 +3 +0.5%
IGWM
815
ICA Group Wealth Management
Colorado
$16.3K – – –
HCM
816
Hollencrest Capital Management
California
$16K – – –
First Manhattan
817
First Manhattan
New York
$13.4K +$13K +480 +3,200%
JFG
818
JDM Financial Group
Texas
$13K – – –
DI
819
DAGCO Inc
Ohio
$12.4K +$12.4K +456 New
BFPW
820
BOK Financial Private Wealth
Colorado
$12.1K -$1.47K -54 -11%
WIC
821
Woodmont Investment Counsel
Tennessee
$11.1K +$11.1K +408 New
HR
822
Howe & Rusling
New York
$10.7K -$24.4K -900 -69%
ME
823
McIlrath & Eck
Washington
$10.7K – – –
AEPWM
824
Atlantic Edge Private Wealth Management
Florida
$10.7K – – –
PIS
825
POM Investment Strategies
North Carolina
$10.2K – – –
31 32
33
34 35