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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

850 hedge funds and large institutions have $7B invested in Schwab US Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 304 increasing their positions, 323 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+77
Holders Change %
+9.96%
% of All Funds
12.46%
Holding in Top 10
88
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.64%
% of All Funds
1.29%
New
117
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 %
MG
251
Mather Group
Illinois
$3.07M -$46.2K -1,842 -1%
NRI
252
NFP Retirement Inc
California
$3.07M -$198K -7,872 -6%
PWM
253
Perigon Wealth Management
California
$3.03M +$10.2K +408 +0.3%
NIM
254
Nicollet Investment Management
Minnesota
$3M +$9.12K +363 +0.3%
PWMAG
255
Pinnacle Wealth Management Advisory Group
New Jersey
$2.98M -$526K -20,934 -15%
EW
256
Element Wealth
Mississippi
$2.94M -$30.4K -1,212 -1%
VBWMG
257
Von Berge Wealth Management Group
California
$2.94M -$380K -15,411 -11%
PIAS
258
PCA Investment Advisory Services
Ohio
$2.93M -$56.3K -2,244 -2%
NP
259
NorthRock Partners
Minnesota
$2.91M +$484K +19,290 +20%
Susquehanna International Group
260
Susquehanna International Group
Pennsylvania
$2.87M +$2.87M +114,312 New
BWG
261
Balanced Wealth Group
Ohio
$2.87M +$2.87M +114,309 New
FAG
262
Financial Advisory Group
Texas
$2.87M -$33.9K -1,350 -1%
UCFA
263
United Capital Financial Advisors
Texas
$2.8M -$750K -29,886 -21%
TWG
264
The Wealth Group
Minnesota
$2.76M +$2.76M +111,219 New
BA
265
Bristlecone Advisors
Washington
$2.76M -$123K -4,911 -4%
Cetera Investment Advisers
266
Cetera Investment Advisers
Illinois
$2.74M -$177K -7,065 -6%
UIA
267
Ulland Investment Advisors
Minnesota
$2.73M +$115K +4,572 +4%
MAM
268
Marquette Asset Management
Minnesota
$2.66M -$108K -4,302 -4%
CFS
269
CRA Financial Services
New Jersey
$2.65M -$34.5K -1,374 -1%
WANY
270
Wealthspire Advisors (New York)
New York
$2.64M -$12.5K -498 -0.5%
CFIA
271
Cantor Fitzgerald Investment Advisors
New York
$2.61M +$2.61M +104,091 New
OFG
272
Orcam Financial Group
California
$2.61M -$349K -13,890 -12%
BCWM
273
Bartlett & Co Wealth Management
Ohio
$2.58M +$217K +8,568 +9%
BC
274
Bartlett & Co
Ohio
$2.58M +$217K +8,568 +9%
HA
275
HC Advisors
Georgia
$2.55M +$96.4K +3,840 +4%
9 10
11
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