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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 %
PWA
201
Peterson Wealth Advisors
Utah
$4.78M -$18.5K -681 -0.4%
MAM
202
McCarthy Asset Management
California
$4.73M -$89.5K -3,297 -2%
TYCC
203
Texas Yale Capital Corp
Florida
$4.62M +$9.28K +342 +0.2%
CCWA
204
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.56M -$8.47K -312 -0.2%
GG
205
Gleason Group
Kentucky
$4.55M +$101K +3,738 +2%
Stifel Financial
206
Stifel Financial
Missouri
$4.45M +$67.4K +2,484 +2%
MTIC
207
Missouri Trust & Investment Company
Missouri
$4.43M -$820K -30,195 -16%
B
208
Bensler
Washington
$4.39M -$981K -36,144 -18%
AWA
209
Acorn Wealth Advisors
Michigan
$4.38M -$102K -3,765 -2%
MCM
210
Mengis Capital Management
Oregon
$4.28M -$31.1K -1,146 -0.7%
WAP
211
Wealthcare Advisory Partners
Pennsylvania
$4.26M -$1.39M -51,381 -25%
ISWM
212
Independent Solutions Wealth Management
New York
$4.23M +$188K +6,933 +5%
CRA
213
Clear Rock Advisors
Texas
$4.22M -$543K -20,010 -11%
AAS
214
Ameritas Advisory Services
Nebraska
$4.18M +$2.98M +114,123 +249%
ACM
215
Arcataur Capital Management
Wisconsin
$4.15M -$45.4K -1,671 -1%
AQR Capital Management
216
AQR Capital Management
Connecticut
$4.15M +$4.15M +153,033 New
CWA
217
Carolina Wealth Advisors
South Carolina
$4.13M +$70.5K +2,598 +2%
CA
218
Cetera Advisors
Colorado
$4.12M +$1.71M +62,922 +71%
WMG
219
WESCAP Management Group
California
$4.11M -$75.9K -2,796 -2%
JWS
220
Juncture Wealth Strategies
Arizona
$4.08M -$512K -18,873 -11%
SCM
221
Steele Capital Management
Iowa
$4.05M – – –
EFG
222
Everhart Financial Group
Ohio
$4.05M -$44.9K -1,653 -1%
AOWM
223
Alpha Omega Wealth Management
Virginia
$4.03M +$24.4K +900 +0.6%
KAS
224
Kestra Advisory Services
Texas
$4.03M +$72.2K +2,661 +2%
SFMG
225
Sage Financial Management Group
Virginia
$4M +$203K +7,476 +5%
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