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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 %
ZF
301
Zhang Financial
Michigan
$1.77M +$122K +5,394 +7%
FPF
302
First Pacific Financial
Washington
$1.74M -$150K -6,624 -8%
SWA
303
Sutton Wealth Advisors
Florida
$1.74M -$9.7K -429 -0.6%
CS
304
Crescent Sterling
Louisiana
$1.73M -$235K -10,383 -12%
Bank of New York Mellon
305
Bank of New York Mellon
New York
$1.73M -$5.82M -257,214 -77%
CA
306
Cetera Advisors
Colorado
$1.7M -$6.04K -267 -0.4%
JWA
307
JFS Wealth Advisors
Pennsylvania
$1.7M -$50.6K -2,238 -3%
IWP
308
IAG Wealth Partners
Wisconsin
$1.69M +$64.6K +2,856 +4%
CWM
309
Chesapeake Wealth Management
Virginia
$1.67M -$1.56K -69 -0.1%
SHJ
310
Sharkey, Howes & Javer
Colorado
$1.66M -$72.9K -3,222 -4%
VCM
311
Vision Capital Management
Oregon
$1.63M -$50.1K -2,214 -3%
ML
312
McAdam LLC
Pennsylvania
$1.63M +$590K +26,067 +57%
RW
313
Rede Wealth
Virginia
$1.63M +$218K +9,660 +16%
NCM
314
Novare Capital Management
North Carolina
$1.61M +$46.2K +2,043 +3%
LNC
315
Lincoln National Corp
Pennsylvania
$1.6M -$141K -6,234 -8%
SIA
316
Sage Investment Advisers
New York
$1.6M +$44.4K +1,965 +3%
EFG
317
Ethos Financial Group
Pennsylvania
$1.58M +$1.58M +70,038 New
SCA
318
STALEY CAPITAL ADVISERS
Pennsylvania
$1.58M +$1.37M +60,435 +633%
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$1.58M -$245K -10,821 -13%
AIM
320
Athena Investment Management
California
$1.56M +$13.2K +582 +0.9%
LF
321
LifeSteps Financial
California
$1.55M -$34.7K -1,536 -2%
MMHP
322
Murphy Middleton Hinkle & Parker
Georgia
$1.55M -$28.4K -1,257 -2%
VCM
323
Vivaldi Capital Management
Illinois
$1.54M +$44.2K +1,953 +3%
SFP
324
Strategic Financial Planning
Texas
$1.54M +$55.8K +2,469 +4%
MA
325
MCF Advisors
Kentucky
$1.53M -$58.6K -2,592 -4%
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