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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.

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 %
TCM
101
Towercrest Capital Management
Pennsylvania
$11.1M -$280K -10,326 -2%
AWMG
102
Alliance Wealth Management Group
New Jersey
$11.1M -$280K -10,323 -2%
SIG
103
Spinnaker Investment Group
California
$11.1M +$258K +9,504 +2%
TLP
104
Trinity Legacy Partners
Texas
$11M -$1.57M -57,927 -13%
BSAM
105
Blue Square Asset Management
New York
$10.8M -$2.19M -80,661 -17%
PSP
106
Pacific Sage Partners
Washington
$10.7M -$10.3K -378 -0.1%
BIG
107
Bush Investment Group
Georgia
$10.3M +$125K +4,614 +1%
WTC
108
WhitTier Trust Company
Nevada
$10.3M -$37.9K -1,398 -0.4%
CCA
109
Clearwater Capital Advisors
Illinois
$10.2M +$19.1K +702 +0.2%
CAPTRUST Financial Advisors
110
CAPTRUST Financial Advisors
North Carolina
$10.1M -$1.57M -57,999 -13%
PFM
111
Peak Financial Management
Massachusetts
$9.96M -$29K -1,068 -0.3%
TC
112
TownSquare Capital
Utah
$9.93M +$9.7M +357,282 +4,201%
NSAM
113
North Star Asset Management
Wisconsin
$9.92M +$16.9K +621 +0.2%
ATWA
114
Arbor Trust Wealth Advisors
Michigan
$9.9M +$214K +8,148 +2%
CKAIS
115
Christensen King & Associates Investment Services
Washington
$9.78M +$187K +6,873 +2%
NFG
116
Nadler Financial Group
Illinois
$9.57M -$24K -885 -0.3%
TPW
117
Tiller Private Wealth
Pennsylvania
$9.46M -$349K -12,843 -4%
LCC
118
Lincoln Capital Corp
Rhode Island
$9.19M -$100K -3,690 -1%
LF
119
Lee Financial
Texas
$9.19M -$38.1K -1,404 -0.4%
PWA
120
Pillar Wealth Advisors
Pennsylvania
$9.17M -$780K -28,728 -8%
FCM
121
Fortis Capital Management
Washington
$9.13M +$172K +6,330 +2%
SF
122
Schaeffer Financial
Maryland
$9.11M -$27.9K -1,029 -0.3%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$9.03M -$468K -17,259 -5%
HWM
124
HB Wealth Management
Georgia
$9.01M +$163 +6 +0%
SWA
125
Sightline Wealth Advisors
Connecticut
$8.92M +$115K +4,221 +1%
3 4
5
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