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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

779 hedge funds and large institutions have $5.99B invested in Schwab US Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 280 increasing their positions, 326 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
+5
Holders Change %
+0.65%
% of All Funds
12.47%
Holding in Top 10
82
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.75%
% of All Funds
1.31%
New
57
Increased
280
Reduced
326
Closed
35
Calls
$801K
Puts
$75K
Net Calls
+$726K
Net Calls Change
-$888K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$72.8M
2
HighTower Advisors
HighTower Advisors
Illinois
+$29.5M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$26.4M
4
Morgan Stanley
Morgan Stanley
New York
+$13.8M
5
SS
Simplicity Solutions
Minnesota
+$10.7M

Top Sellers

1
BBA
BLB&B Advisors
Pennsylvania
-$53.9M
2
HSA
HBK Sorce Advisory
Pennsylvania
-$43.8M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$23.6M
4
Creative Planning
Creative Planning
Kansas
-$20M
5
Ameriprise
Ameriprise
Minnesota
-$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
226
Alpha Omega Wealth Management
Virginia
$3.35M -$92.9K -4,107 -3%
MAM
227
Marquette Asset Management
Minnesota
$3.34M -$819K -36,195 -20%
BBPWM
228
Blue Bell Private Wealth Management
Pennsylvania
$3.3M +$4.89K +216 +0.1%
CFG
229
Citizens Financial Group
Rhode Island
$3.23M +$73.3K +3,243 +2%
SCI
230
Stableford Capital II
Arizona
$3.2M +$3.2M +146,382 New
SF
231
Safeguard Financial
Wisconsin
$3.19M -$118K -5,220 -4%
KAS
232
Kestra Advisory Services
Texas
$3.17M -$84K -3,714 -3%
RC
233
Roundview Capital
New Jersey
$3.14M -$11.7K -519 -0.4%
MAS
234
Madden Advisory Services
Florida
$3.12M -$8.62K -381 -0.3%
CI
235
CX Institutional
Indiana
$3.08M +$3.08M +136,347 New
VBWMG
236
Von Berge Wealth Management Group
California
$3.07M -$16.8K -744 -0.5%
LBC
237
Lowe Brockenbrough & Co
Virginia
$3.06M -$225K -9,960 -7%
WSTAM
238
Wilbanks Smith & Thomas Asset Management
Virginia
$3.02M -$207K -9,147 -6%
SFA
239
Souders Financial Advisors
Ohio
$3.01M +$508K +22,446 +20%
KF
240
Krilogy Financial
Missouri
$3M -$2.64M -116,760 -47%
PSIWM
241
Paradigm Strategies in Wealth Management
Minnesota
$2.99M -$148K -6,522 -5%
MG
242
Mather Group
Illinois
$2.97M -$43.1K -1,905 -1%
BBW
243
Blue Barn Wealth
Utah
$2.96M +$88.9K +3,930 +3%
LPAM
244
Lodestar Private Asset Management
California
$2.91M +$871K +38,517 +43%
PAG
245
Powers Advisory Group
Illinois
$2.91M +$111K +4,914 +4%
H
246
HoyleCohen
California
$2.89M +$7.8K +345 +0.3%
SOS
247
Silver Oak Securities
Tennessee
$2.88M +$469K +20,733 +19%
SWM
248
Southern Wealth Management
Texas
$2.85M -$295K -13,047 -9%
ISWM
249
Independent Solutions Wealth Management
New York
$2.78M -$68.1K -3,009 -2%
PWM
250
Perigon Wealth Management
California
$2.78M -$39K -1,725 -1%
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