SCHM icon

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 %
GWSG
851
GPS Wealth Strategies Group
Colorado
$814 – – –
JFA
852
JNBA Financial Advisors
Minnesota
$571 -$571 -21 -50%
DWM
853
Dogwood Wealth Management
Kansas
$507 -$254 -9 -33%
BNP Paribas Financial Markets
854
BNP Paribas Financial Markets
France
$326 -$163 -6 -33%
SIS
855
Sound Income Strategies
Florida
$244 -$3.25K -120 -93%
NC
856
NewSquare Capital
Pennsylvania
$244 -$732 -27 -75%
AWA
857
Alaska Wealth Advisors
Alaska
$244 – – –
CWM
858
Curi Wealth Management
North Carolina
– -$24.9M -989,823 Closed
MWM
859
Meridian Wealth Management
Kentucky
– -$6.02M -239,640 Closed
SA
860
Scarborough Advisors
Maryland
– -$5.75M -229,197 Closed
KWA
861
Kingswood Wealth Advisors
California
– -$2.28M -82,566 Closed
WCM
862
Winthrop Capital Management
Indiana
– -$1.87M -74,364 Closed
FPCG
863
Fort Pitt Capital Group
Pennsylvania
– -$1.64M -65,256 Closed
OFG
864
Oxford Financial Group
Indiana
– -$1.31M -52,299 Closed
GBWM
865
Granite Bay Wealth Management
New Hampshire
– -$1.02M -43,653 Closed
LA
866
Lindenwold Advisors
Pennsylvania
– -$933K -37,155 Closed
ACI
867
Alpha Cubed Investments
California
– -$742K -29,550 Closed
TPA
868
Trivium Point Advisory
Connecticut
– -$733K -29,199 Closed
SAG
869
SageView Advisory Group
California
– -$705K -28,029 Closed
ACM
870
Argent Capital Management
Missouri
– -$394K -15,702 Closed
CFB
871
Cullen/Frost Bankers
Texas
– -$379K -15,099 Closed
PWM
872
Praetorian Wealth Management
California
– -$379K -15,096 Closed
MSS
873
Mitchell Sinkler & Starr
Pennsylvania
– -$327K -13,005 Closed
FFA
874
Fortune Financial Advisors
Kansas
– -$320K -12,762 Closed
HWM
875
Heirloom Wealth Management
Colorado
– -$310K -12,336 Closed
32 33 34
35
36