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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

849 hedge funds and large institutions have $7B invested in Schwab US Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 304 increasing their positions, 323 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+76
Holders Change %
+9.83%
% of All Funds
12.45%
Holding in Top 10
88
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.64%
% of All Funds
1.29%
New
116
Increased
304
Reduced
323
Closed
30
Calls
$625K
Puts
$233K
Net Calls
+$392K
Net Calls Change
-$785K

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$136M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$48.3M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$26.9M
4
Morgan Stanley
Morgan Stanley
New York
+$25.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$23.8M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$34.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$26.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$22.9M
4
Lido Advisors
Lido Advisors
California
-$22.4M
5
BCM
Brookstone Capital Management
Illinois
-$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
226
Coldstream Capital Management
Washington
$3.62M -$435K -17,310 -11%
AFO
227
Arrowroot Family Office
California
$3.6M -$300K -11,964 -8%
MA
228
MBA Advisors
Pennsylvania
$3.59M -$2.91M -115,980 -45%
GPFA
229
Game Plan Financial Advisors
Ohio
$3.57M +$3.57M +142,341 New
BBPWM
230
Blue Bell Private Wealth Management
Pennsylvania
$3.56M -$66.2K -2,637 -2%
MAS
231
Madden Advisory Services
Florida
$3.55M +$35.8K +1,425 +1%
PAG
232
Powers Advisory Group
Illinois
$3.55M +$62.1K +2,475 +2%
PSIWM
233
Paradigm Strategies in Wealth Management
Minnesota
$3.55M -$37.9K -1,509 -1%
SFMG
234
Sage Financial Management Group
Virginia
$3.51M -$47.4K -1,887 -1%
CFG
235
Citizens Financial Group
Rhode Island
$3.48M +$18.9K +753 +0.5%
BBW
236
Blue Barn Wealth
Utah
$3.48M +$29.7K +1,182 +0.9%
RWM
237
Reston Wealth Management
Virginia
$3.43M +$46.3K +1,845 +1%
SFA
238
Souders Financial Advisors
Ohio
$3.4M +$18.6K +741 +0.6%
SPP
239
Single Point Partners
Massachusetts
$3.35M +$443K +17,658 +15%
NA
240
NewEdge Advisors
Louisiana
$3.34M +$212K +8,460 +7%
AF
241
Apollon Financial
South Carolina
$3.31M +$3.31M +131,697 New
PA
242
Pinnacle Associates
New York
$3.28M -$726K -28,902 -18%
CHA
243
Carmichael Hill & Associates
Maryland
$3.19M +$90.9K +3,621 +3%
DWM
244
Destination Wealth Management
California
$3.19M +$1.86M +74,190 +141%
WSTAM
245
Wilbanks Smith & Thomas Asset Management
Virginia
$3.16M -$55.4K -2,208 -2%
RC
246
Roundview Capital
New Jersey
$3.16M -$150K -5,967 -5%
PMFA
247
Plante Moran Financial Advisors
Michigan
$3.15M -$472K -18,786 -13%
ACA
248
Atlas Capital Advisors
Wyoming
$3.13M +$101K +4,020 +3%
RWP
249
Revolve Wealth Partners
New Jersey
$3.11M -$160K -6,390 -5%
FC
250
Forte Capital
New York
$3.11M -$13.9K -555 -0.4%
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