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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 %
IWMA
326
Ironwood Wealth Management (Arizona)
Arizona
$1.52M -$68.3K -3,018 -4%
WW
327
Waterfront Wealth
Kansas
$1.49M -$14.1K -624 -0.9%
AIA
328
Armor Investment Advisors
North Carolina
$1.49M -$15.9K -702 -1%
NHC
329
Nicholas Hoffman & Company
Georgia
$1.47M +$1.29K +57 +0.1%
FBB
330
Fulton Breakefield Broenniman
Maryland
$1.45M +$10.7K +471 +0.7%
IF
331
Ironwood Financial
Arizona
$1.45M +$6.85K +303 +0.5%
IAN
332
Integrated Advisors Network
Texas
$1.44M -$23.7K -1,047 -2%
RCA
333
Reitz Capital Advisors
Michigan
$1.43M -$33K -1,461 -2%
GRP
334
Global Retirement Partners
California
$1.43M +$26.7K +1,212 +2%
BCI
335
Brinker Capital Investments
Pennsylvania
$1.41M +$638K +28,212 +83%
OPS
336
Orion Portfolio Solutions
Nebraska
$1.41M +$874K +38,661 +164%
BMCM
337
Burns Matteson Capital Management
New York
$1.4M +$3.6K +159 +0.3%
ES
338
ETF Store
Kansas
$1.39M -$22.7K -1,026 -2%
AL
339
ACAS LLC
California
$1.38M -$30.1K -1,329 -2%
FA
340
Fagan Associates
New York
$1.38M -$28.8K -1,275 -2%
KHC
341
Koesten Hirschmann & Crabtree
Kansas
$1.35M – – –
CA
342
Continuum Advisory
Idaho
$1.33M -$71.6K -3,165 -5%
GWWM
343
Great Waters Wealth Management
Minnesota
$1.33M -$56.2K -2,490 -4%
SSWM
344
Sheets Smith Wealth Management
North Carolina
$1.32M -$2.38K -105 -0.2%
BL
345
BFSG LLC
California
$1.32M -$26.5K -1,170 -2%
ICG
346
InterOcean Capital Group
Tennessee
$1.32M -$6.85K -303 -0.5%
SMC
347
Smith, Moore & Co
Missouri
$1.31M -$16K -708 -1%
ECG
348
Edge Capital Group
Georgia
$1.3M – – –
SWM
349
Spire Wealth Management
Virginia
$1.3M +$935K +41,358 +257%
1WM
350
1900 Wealth Management
Texas
$1.29M – – –
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