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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
CWM
5
Curi Wealth Management
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.72B 21,068,822 -65,243 -0.3%
Creative Planning
2
Creative Planning
Kansas
$825M 10,128,216 -131,012 -1%
HighTower Advisors
3
HighTower Advisors
Illinois
$301M 3,693,867 +58,352 +2%
MGIA
4
Moneta Group Investment Advisors
Missouri
$176M 2,158,673 +162,808 +8%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$174M 2,140,092 -50,116 -2%
Cerity Partners
6
Cerity Partners
New York
$162M 1,984,366 -16,958,953 -90%
PCIA
7
Prime Capital Investment Advisors
Kansas
$150M 1,837,206 +118,428 +7%
AA
8
Advisory Alpha
Michigan
$140M 1,713,535 +183,375 +12%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$139M 1,707,898 +121,339 +8%
UBS Group
10
UBS Group
Switzerland
$127M 1,555,418 -15,563 -1%
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$110M 1,347,894 -53,390 -4%
JFG
12
JMG Financial Group
Illinois
$79.5M 975,900 -27,745 -3%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$78.2M 960,390 +3,920 +0.4%
Ameriprise
14
Ameriprise
Minnesota
$74.6M 915,839 +227,188 +33%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$63.7M 782,553 +46,547 +6%
Mariner
16
Mariner
Kansas
$56.2M 690,084 +11,351 +2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$51.7M 635,152 -470 -0.1%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$51.3M 508,929 -10,990 -2%
SFS
19
Summit Financial Strategies
Ohio
$50.3M 617,408 +10,085 +2%
BPA
20
Beacon Pointe Advisors
California
$49M 601,654 +30,237 +5%
RWM
21
RKL Wealth Management
Pennsylvania
$48.1M 590,402 +3,191 +0.5%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$44.3M 544,545 +103,386 +23%
BBA
23
BLB&B Advisors
Pennsylvania
$43.7M 536,952 -25,363 -5%
LPL Financial
24
LPL Financial
California
$42.2M 518,558 -186,165 -26%
GAM
25
Gemmer Asset Management
California
$37.9M 465,248 -1,252 -0.3%
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