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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 %
CCFM
126
Clear Creek Financial Management
Washington
$8.9M +$1.97M +72,417 +28%
AIM
127
Anchor Investment Management
South Carolina
$8.81M -$17.3K -636 -0.2%
PTCG
128
Pring Turner Capital Group
California
$8.79M +$33.1K +1,218 +0.4%
SFWC
129
Strategic Family Wealth Counselors
New Jersey
$8.63M +$451K +16,632 +6%
AWM
130
Avior Wealth Management
Nebraska
$8.53M +$71.3K +2,625 +0.8%
PIMG
131
Patriot Investment Management Group
Tennessee
$8.51M -$270K -9,957 -3%
BFG
132
Berger Financial Group
Minnesota
$8.26M +$1.05M +38,853 +15%
CSPIA
133
Cary Street Partners Investment Advisory
Virginia
$8.19M -$500K -18,429 -6%
BWM
134
Brown Wealth Management
Illinois
$8.05M +$8.05M +296,511 New
GCA
135
Gradient Capital Advisors
California
$8.05M -$135K -4,959 -2%
BSW
136
Buckingham Strategic Wealth
Missouri
$8.01M +$47.9K +1,764 +0.6%
LPAM
137
Lodestar Private Asset Management
California
$7.99M +$196K +7,212 +3%
RDIA
138
RE Dickinson Investment Advisors
Iowa
$7.98M +$659K +24,273 +9%
MCC
139
Money Concepts Capital
Florida
$7.9M +$183K +6,744 +2%
HFS
140
Horizon Financial Services
North Carolina
$7.9M +$170K +6,273 +2%
Truist Financial
141
Truist Financial
North Carolina
$7.84M +$204K +7,521 +3%
MWP
142
Meridian Wealth Partners
Pennsylvania
$7.83M -$86.2K -3,174 -1%
CAM
143
Cresset Asset Management
Illinois
$7.8M +$361K +13,314 +5%
BFEC
144
Benjamin F. Edwards & Company
Missouri
$7.68M -$677K -24,927 -8%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$7.68M -$136K -4,998 -2%
BAMG
146
Brand Asset Management Group
Missouri
$7.64M +$17.6K +648 +0.2%
VWA
147
Visionary Wealth Advisors
Illinois
$7.53M +$7.17M +264,030 +1,978%
VFIC
148
Valley Forge Investment Consultants
Pennsylvania
$7.45M +$1.58M +58,389 +27%
MCM
149
MAI Capital Management
Ohio
$7.3M +$7.25K +267 +0.1%
Baird Financial Group
150
Baird Financial Group
Wisconsin
$7.24M -$127K -4,665 -2%
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