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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
1
Curi RMB Capital
Illinois
$27.2M
2
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$26.5M
3
Ameriprise
3
Ameriprise
Minnesota
$74.6M
4
TCM
4
Tradewinds Capital Management
Washington
$17.3M
5
SW
5
Simplicity Wealth
New Jersey
$16.7M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$162M
2
SSWM
2
Sheets Smith Wealth Management
North Carolina
$1.99M
3
HWA
3
HHM Wealth Advisors
Tennessee
$16.4M
4
Morgan Stanley
4
Morgan Stanley
New York
$29M
5
LPL Financial
5
LPL Financial
California
$42.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
876
Palisade Asset Management
Minnesota
– -$256K -10,212 Closed
WF
877
WoodTrust Financial
Wisconsin
– -$255K -10,140 Closed
RWM
878
Revisor Wealth Management
Ohio
– -$215K -8,583 Closed
TBWA
879
Three Bridge Wealth Advisors
California
– -$207K -8,244 Closed
FCBT
880
First Citizens Bank & Trust
North Carolina
– -$207K -8,232 Closed
WC
881
Waterloo Capital
Texas
– -$204K -8,121 Closed
BFG
882
Beacon Financial Group
Texas
– -$202K -8,034 Closed
TSW
883
Thompson Siegel & Walmsley
Virginia
– -$124K -4,953 Closed
OP
884
ORG Partners
Indiana
– -$97.2K -3,870 Closed
AAMA
885
Advanced Asset Management Advisors
Ohio
– -$55.1K -2,196 Closed
ITIM
886
Indiana Trust & Investment Management
Indiana
– -$38.4K -1,530 Closed
Fifth Third Bancorp
887
Fifth Third Bancorp
Ohio
– -$36.5K -1,455 Closed
ASN
888
Advisory Services Network
Georgia
– -$31.7K -1,263 Closed
BBHC
889
Brown Brothers Harriman & Co
New York
– -$21.8K -870 Closed
MFA
890
McClarren Financial Advisors
Pennsylvania
– -$19K -738 Closed
RFG
891
REAP Financial Group
Texas
– -$15.7K -627 Closed
CG
892
Cutler Group
California
– -$15K -600 Closed
MRCM
893
M&R Capital Management
New Jersey
– -$13.3K -528 Closed
LPP
894
Life Planning Partners
Florida
– -$13K -519 Closed
TVAMP
895
Tennessee Valley Asset Management Partners
Tennessee
– -$9.64K -384 Closed
BGAI
896
Bruce G. Allen Investments
Colorado
– -$3.47K -138 Closed
EK
897
Evensky & Katz
Florida
– -$2K -69 Closed
AWM
898
Able Wealth Management
New Jersey
– -$248 -9 Closed
HWP
899
Highline Wealth Partners
California
– -$151 -6 Closed
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