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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 %
SFA
276
Sequoia Financial Advisors
Ohio
$2.21M -$6.45K -285 -0.3%
WP
277
WealthShield Partners
North Carolina
$2.18M +$47.7K +2,109 +2%
HA
278
HC Advisors
Georgia
$2.17M -$50.4K -2,229 -2%
FCAG
279
First Capital Advisors Group
New Jersey
$2.17M +$16.8K +741 +0.8%
SIA
280
SkyView Investment Advisors
New Jersey
$2.17M +$16.8K +741 +0.8%
IWM
281
IHT Wealth Management
Illinois
$2.17M +$197K +8,721 +10%
JCIA
282
Jackson Creek Investment Advisors
Colorado
$2.16M -$15K -663 -0.7%
PFT
283
Providence First Trust
Arizona
$2.12M – – –
LCM
284
Leisure Capital Management
California
$2.12M +$72.1K +3,186 +4%
BCWM
285
Bartlett & Co Wealth Management
Ohio
$2.11M -$17K -750 -0.8%
BC
286
Bartlett & Co
Ohio
$2.11M -$17K -750 -0.8%
AC
287
Abbrea Capital
California
$2.08M – – –
BFA
288
Beaumont Financial Advisors
Massachusetts
$2.08M -$23.7K -1,050 -1%
JPLA
289
Joseph P. Lucia & Associates
New York
$2.06M +$12.9K +570 +0.6%
SFG
290
Sunburst Financial Group
Alabama
$2.05M -$46.2K -2,043 -2%
CFA
291
Cahill Financial Advisors
Minnesota
$2.04M +$4.55K +201 +0.2%
LHEI
292
Leo H. Evart Inc
California
$2.02M -$140K -6,210 -7%
SWM
293
SeaCrest Wealth Management
New York
$1.99M -$13.4K -591 -0.7%
CA
294
Centerpoint Advisors
Massachusetts
$1.9M – – –
JWS
295
Juncture Wealth Strategies
Arizona
$1.86M -$153K -6,759 -8%
CFO
296
Collective Family Office
Pennsylvania
$1.83M -$176K -7,770 -9%
AWC
297
Adamsbrown Wealth Consultants
Kansas
$1.81M +$23.1K +1,020 +1%
DWM
298
Destination Wealth Management
California
$1.8M -$529K -23,391 -23%
WA
299
WBH Advisory
Maryland
$1.8M +$1.8M +79,458 New
Citadel Advisors
300
Citadel Advisors
Florida
$1.79M +$898K +39,696 +101%
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