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
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 %
NYLIM
151
New York Life Investment Management
New York
$7.12M +$7.12M +262,239 New
SAM
152
Smithbridge Asset Management
Pennsylvania
$7.11M -$1.38K -51 -0%
AFP
153
Ausdal Financial Partners
Iowa
$7.04M -$62.7K -2,310 -0.9%
JWBC
154
John W. Brooker & Co
California
$7.03M +$45.4K +1,674 +0.7%
NCMW
155
Northern Capital Management (Washington)
Washington
$6.94M -$200K -7,362 -3%
NDSI
156
Newman Dignan & Sheerar Inc
Rhode Island
$6.88M -$182K -6,699 -3%
SS
157
Sunbelt Securities
Texas
$6.81M +$564K +20,790 +9%
VAMG
158
Voisard Asset Management Group
Michigan
$6.72M +$353K +13,008 +6%
SDWMA
159
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.71M +$110K +4,059 +2%
CA
160
Clearstead Advisors
Ohio
$6.68M +$538K +20,232 +9%
BDF
161
Black Diamond Financial
Maryland
$6.67M – – –
MSFS
162
Main Street Financial Solutions
Pennsylvania
$6.53M +$313K +11,538 +5%
MBI
163
May Barnhard Investments
Maryland
$6.5M +$341K +12,549 +6%
WT
164
Whittier Trust
California
$6.48M – – –
KCPG
165
Kavar Capital Partners Group
Kansas
$6.47M -$5.78M -213,027 -47%
AF
166
Allworth Financial
California
$6.39M -$240K -8,826 -4%
PVAMC
167
PPS&V Asset Management Consultants
Michigan
$6.33M +$105K +3,852 +2%
CCM
168
Colorado Capital Management
Colorado
$6.31M +$13.5K +498 +0.2%
LA
169
LexAurum Advisors
Kansas
$6.31M +$26.9K +990 +0.4%
H
170
HoyleCohen
California
$6.3M +$811K +29,883 +15%
CA
171
Capital Advantage
California
$6.29M -$295K -11,079 -4%
NCM
172
Northwest Capital Management
Oregon
$6.27M -$17.3K -639 -0.3%
PFA
173
Pure Financial Advisors
California
$6.1M -$69K -2,541 -1%
FSWA
174
Financial Synergies Wealth Advisors
Texas
$6.07M +$376K +13,851 +7%
AMM
175
American Money Management
California
$6.05M -$172K -6,333 -3%
5 6
7
8 9