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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 %
SFG
301
Sunburst Financial Group
Alabama
$2.14M -$192K -7,647 -8%
NC
302
Napatree Capital
Rhode Island
$2.11M +$2.11M +84,054 New
CA
303
Centerpoint Advisors
Massachusetts
$2.11M – – –
SFP
304
Strategic Financial Planning
Texas
$2.09M +$204K +8,121 +11%
SWM
305
SeaCrest Wealth Management
New York
$2.06M -$126K -5,127 -6%
EFS
306
Econ Financial Services
Pennsylvania
$2.04M -$32.4K -1,290 -2%
CFA
307
Cahill Financial Advisors
Minnesota
$2.01M -$13.7K -546 -0.7%
WA
308
WBH Advisory
Maryland
$2M -$110K -4,383 -5%
RWA
309
Redhawk Wealth Advisors
Minnesota
$1.96M +$1.96M +77,895 New
NHC
310
Nicholas Hoffman & Company
Georgia
$1.91M +$257K +10,230 +16%
LF
311
LifeSteps Financial
California
$1.9M +$32.8K +1,308 +2%
ZF
312
Zhang Financial
Michigan
$1.89M +$51.7K +2,058 +3%
CFG
313
Clayton Financial Group
Missouri
$1.89M +$1.89M +75,405 New
AGC
314
Aspen Grove Capital
Colorado
$1.89M -$22.2K -885 -1%
ES
315
ETF Store
Kansas
$1.87M +$127K +5,064 +7%
WCM
316
Winthrop Capital Management
Indiana
$1.87M +$1.87M +74,364 New
AIM
317
Athena Investment Management
California
$1.85M +$43.7K +1,740 +2%
DWM
318
Dakota Wealth Management
Florida
$1.85M -$118K -4,686 -6%
NCM
319
Novare Capital Management
North Carolina
$1.77M -$13K -519 -0.7%
FPF
320
First Pacific Financial
Washington
$1.76M -$122K -4,860 -6%
SSWM
321
Sheets Smith Wealth Management
North Carolina
$1.76M +$1.67M +1,275,684 +1,864%
CWM
322
Chesapeake Wealth Management
Virginia
$1.75M -$3.62K -144 -0.2%
VCM
323
Vision Capital Management
Oregon
$1.74M -$151 -6 -0%
SCA
324
STALEY CAPITAL ADVISERS
Pennsylvania
$1.74M -$6.33K -252 -0.4%
BFA
325
Beaumont Financial Advisors
Massachusetts
$1.71M -$208K -8,292 -11%
11 12
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