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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 %
LNC
176
Lincoln National Corp
Pennsylvania
$5.89M +$1.14M +42,036 +24%
BP
177
Broadleaf Partners
Ohio
$5.8M +$117K +4,326 +2%
MMA
178
Miracle Mile Advisors
California
$5.78M -$555K -20,454 -9%
ECM
179
Exchange Capital Management
Michigan
$5.74M -$1.14M -42,069 -17%
B
180
Birchbrook
Maine
$5.73M -$222K -8,181 -4%
CIA
181
Cape Investment Advisory
Georgia
$5.73M -$7.17K -264 -0.1%
LIM
182
Lathrop Investment Management
Arkansas
$5.72M -$188K -6,936 -3%
SWM
183
Sculati Wealth Management
Michigan
$5.68M -$137K -5,034 -2%
Envestnet Portfolio Solutions
184
Envestnet Portfolio Solutions
Illinois
$5.66M +$1.03M +38,121 +22%
DFA
185
DHJJ Financial Advisors
Illinois
$5.62M -$1.94M -71,340 -26%
Lido Advisors
186
Lido Advisors
California
$5.56M +$5.56M +205,005 New
EE
187
EWG Elevate
California
$5.55M -$730K -26,883 -12%
PAG
188
Private Advisor Group
New Jersey
$5.52M -$169K -6,213 -3%
VA
189
Valmark Advisers
Ohio
$5.4M +$105K +3,864 +2%
AWG
190
Altus Wealth Group
Colorado
$5.35M -$484K -17,844 -8%
Royal Bank of Canada
191
Royal Bank of Canada
Ontario, Canada
$5.33M -$344K -12,678 -6%
GCP
192
Gill Capital Partners
Colorado
$5.32M +$134K +5,247 +3%
CWM
193
Congress Wealth Management
Massachusetts
$5.25M -$134K -4,944 -2%
OFS
194
OneAscent Financial Services
Alabama
$5.17M -$203K -7,470 -4%
BCM
195
Brookstone Capital Management
Illinois
$5.02M +$7.41K +273 +0.1%
HWA
196
Hilltop Wealth Advisors
North Carolina
$5.02M -$568K -20,940 -10%
GVAG
197
Great Valley Advisor Group
Delaware
$4.93M +$47.3K +1,743 +1%
LBC
198
Lowe Brockenbrough & Co
Virginia
$4.91M -$54.2K -1,998 -1%
FIC
199
Family Investment Center
Missouri
$4.84M -$318K -11,703 -6%
SOS
200
Silver Oak Securities
Tennessee
$4.84M -$349K -12,840 -7%
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