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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 %
PIAS
251
PCA Investment Advisory Services
Ohio
$2.77M +$2.77M +122,682 New
CCFM
252
Clear Creek Financial Management
Washington
$2.73M -$280K -12,381 -9%
FC
253
Forte Capital
New York
$2.72M -$35K -1,548 -1%
PA
254
Pinnacle Associates
New York
$2.71M +$292K +12,909 +12%
CHA
255
Carmichael Hill & Associates
Maryland
$2.68M +$13.2K +585 +0.5%
MA
256
Mutual Advisors
Nebraska
$2.68M -$811K -35,871 -23%
EW
257
Element Wealth
Mississippi
$2.68M -$73.6K -3,255 -3%
OFG
258
Orcam Financial Group
California
$2.66M -$132K -5,856 -5%
D
259
Diversified
Delaware
$2.63M +$925K +40,917 +54%
BWM
260
BCS Wealth Management
Tennessee
$2.62M +$515K +22,764 +24%
SPP
261
Single Point Partners
Massachusetts
$2.62M -$21.2K -936 -0.8%
BA
262
Bristlecone Advisors
Washington
$2.61M -$31.9K -1,410 -1%
Cetera Investment Advisers
263
Cetera Investment Advisers
Illinois
$2.6M -$18.1K -801 -0.7%
ACA
264
Atlas Capital Advisors
Wyoming
$2.59M -$49.6K -2,193 -2%
SAF
265
Smith Anglin Financial
Texas
$2.53M -$682K -30,162 -21%
WANY
266
Wealthspire Advisors (New York)
New York
$2.45M +$7.8K +345 +0.3%
PWMAG
267
Pinnacle Wealth Management Advisory Group
New Jersey
$2.43M +$292K +12,900 +14%
RWA
268
River Wealth Advisors
Pennsylvania
$2.39M -$30.1K -1,332 -1%
FAG
269
Financial Advisory Group
Texas
$2.38M +$135K +5,952 +6%
TWM
270
Tradition Wealth Management
Minnesota
$2.37M -$20.5K -906 -0.9%
UIA
271
Ulland Investment Advisors
Minnesota
$2.37M -$196K -8,661 -8%
CFS
272
CRA Financial Services
New Jersey
$2.34M +$87.9K +3,888 +4%
CAG
273
Compass Advisory Group
New York
$2.33M -$37.5K -1,656 -2%
KIA
274
KCM Investment Advisors
California
$2.32M +$837K +36,999 +56%
NIM
275
Nicollet Investment Management
Minnesota
$2.27M +$333K +14,721 +17%
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