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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 %
KF
276
Krilogy Financial
Missouri
$2.53M -$308K -12,282 -11%
HF
277
Halpern Financial
Virginia
$2.52M +$1.58M +64,680 +168%
RWA
278
River Wealth Advisors
Pennsylvania
$2.52M -$94.5K -3,762 -4%
WP
279
WealthShield Partners
North Carolina
$2.47M +$2.26K +90 +0.1%
BSHC
280
Breed's Hill Capital
Massachusetts
$2.44M +$2.44M +97,350 New
PA
281
Procyon Advisors
Connecticut
$2.44M +$65.6K +2,613 +3%
TWM
282
Tradition Wealth Management
Minnesota
$2.44M -$141K -5,610 -5%
JCIA
283
Jackson Creek Investment Advisors
Colorado
$2.43M +$16.2K +645 +0.7%
BFS
284
Burkett Financial Services
South Carolina
$2.4M +$2.4M +95,487 New
VCM
285
Vivaldi Capital Management
Illinois
$2.39M +$355K +14,259 +17%
BWM
286
BCS Wealth Management
Tennessee
$2.35M -$107K -4,272 -4%
RDWM
287
Red Door Wealth Management
Tennessee
$2.32M -$353K -14,049 -13%
PFT
288
Providence First Trust
Arizona
$2.32M – – –
IWM
289
IHT Wealth Management
Illinois
$2.3M +$1.13K +45 +0%
CFO
290
Collective Family Office
Pennsylvania
$2.29M -$585K -23,292 -20%
KWA
291
Kingswood Wealth Advisors
California
$2.28M +$2.28M +82,566 New
TW
292
Transform Wealth
Colorado
$2.26M -$26.1K -1,041 -1%
LCM
293
Leisure Capital Management
California
$2.24M -$101K -4,017 -4%
AC
294
Abbrea Capital
California
$2.24M +$77.6K +3,090 +4%
CA
295
Cetera Advisors
Colorado
$2.23M +$259K +10,317 +13%
CAG
296
Compass Advisory Group
New York
$2.22M -$265K -10,557 -11%
Jane Street
297
Jane Street
New York
$2.22M +$437K +17,397 +25%
GRP
298
Global Retirement Partners
California
$2.2M +$595K +24,303 +37%
SFA
299
Sequoia Financial Advisors
Ohio
$2.17M -$1.05K -42 -0%
JPLA
300
Joseph P. Lucia & Associates
New York
$2.16M +$151 +6 +0%
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