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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 %
Goldman Sachs
76
Goldman Sachs
New York
$14.3M +$751K +27,672 +6%
CPIG
77
Chicago Partners Investment Group
Illinois
$13.9M +$831K +32,277 +6%
EL
78
Essex LLC
Illinois
$13.8M +$1.01M +37,074 +8%
JIC
79
Johnson Investment Counsel
Ohio
$13.7M +$719K +26,493 +6%
HG
80
Harbor Group
New Hampshire
$13.6M -$55.9K -2,058 -0.4%
RCM
81
Richardson Capital Management
Wisconsin
$13.6M +$13.6M +499,539 +113,274%
PAI
82
Pittenger & Anderson Inc
Nebraska
$13.5M +$142K +5,229 +1%
LFG
83
Larson Financial Group
Missouri
$13.4M -$311K -11,442 -2%
TSWM
84
Triangle Securities Wealth Management
North Carolina
$13.3M +$170K +6,273 +1%
OFG
85
Omega Financial Group
California
$13.2M +$9.28K +342 +0.1%
MI
86
Moneywise Inc
Virginia
$13.2M -$3.55M -130,824 -21%
FFN
87
Focus Financial Network
Minnesota
$13.1M +$211K +8,343 +2%
FNC
88
First National Corp
Massachusetts
$12.7M -$58.3K -2,322 -0.5%
LIM
89
Leavell Investment Management
Alabama
$12.5M -$472K -17,397 -4%
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$12.2M -$1.09M -40,149 -8%
SFA
91
Seneca Financial Advisors
New York
$12.2M -$175K -6,438 -1%
VNA
92
Valley National Advisers
Pennsylvania
$12.2M +$436K +16,071 +4%
MIA
93
Milestone Investment Advisors
Wisconsin
$12.1M -$540K -19,887 -4%
VFPW
94
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.9M +$217K +8,013 +2%
FTS
95
Fifth Third Securities
Ohio
$11.9M +$82.3K +3,033 +0.7%
Osaic Holdings
96
Osaic Holdings
Arizona
$11.7M -$1.22M -44,904 -9%
WA
97
Waverly Advisors
Alabama
$11.6M +$11.6M +426,627 New
MML Investors Services
98
MML Investors Services
Massachusetts
$11.3M -$1.1M -40,620 -9%
SJIM
99
St. Johns Investment Management
Florida
$11.2M +$457K +16,851 +4%
CMP
100
Courage Miller Partners
Virginia
$11.2M +$156K +5,763 +1%
2 3
4
5 6