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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 %
HCM
826
Horrell Capital Management
Arkansas
$10K – – –
FFWA
827
FRG Family Wealth Advisors
Washington
$9.78K +$9.78K +384 New
GCM
828
Gables Capital Management
Florida
$9.36K -$22.6K -831 -71%
FHA
829
First Horizon Advisors
Tennessee
$9.2K – – –
AAP
830
Arax Advisory Partners
Colorado
$9.05K – – –
RA
831
Rise Advisors
New York
$8.17K – – –
AWM
832
Atticus Wealth Management
Florida
$8.08K – – –
Citigroup
833
Citigroup
New York
$7.9K -$27.2K -1,002 -77%
IFAM
834
Institutional & Family Asset Management
Colorado
$5.86K – – –
PIP
835
Peachtree Investment Partners
Florida
$5.85K – – –
APW
836
Atlantic Private Wealth
North Carolina
$5.79K – – –
GI
837
GS Investments
Minnesota
$5.68K – – –
BAM
838
Bellevue Asset Management
Washington
$5.54K – – –
EL
839
EMFO LLC
Florida
$4.79K – – –
ACM
840
Anfield Capital Management
California
$4.72K +$4.72K +174 New
CPG
841
Cornerstone Planning Group
New Jersey
$4.14K – – –
CJ
842
Caitlin John
Michigan
$3.09K – – –
HFS
843
Hantz Financial Services
Michigan
$3K – – –
Russell Investments Group
844
Russell Investments Group
United Kingdom
$2.16K +$80 +3 +4%
VAG
845
VisionPoint Advisory Group
Texas
$2.12K -$326 -12 -13%
AIC
846
Archer Investment Corporation
Indiana
$1.63K – – –
MIM
847
MTM Investment Management
South Carolina
$1.63K +$1.63K +60 New
CPBTD
848
Central Pacific Bank - Trust Division
Hawaii
$1.54K +$1.54K +57 New
HDIM
849
Hanson & Doremus Investment Management
Vermont
$1K – – –
AWM
850
Abound Wealth Management
Tennessee
$882 – – –
32 33
34
35 36