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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 %
WW
326
Waterfront Wealth
Kansas
$1.71M +$19.8K +789 +1%
MMHP
327
Murphy Middleton Hinkle & Parker
Georgia
$1.7M -$17.2K -687 -1%
KIA
328
KCM Investment Advisors
California
$1.69M – – –
AL
329
ACAS LLC
California
$1.69M +$193K +7,692 +13%
SP
330
SWS Partners
Ohio
$1.68M +$101K +4,020 +6%
EH
331
Equitable Holdings
New York
$1.67M +$83.1K +3,309 +5%
BCM
332
Boltwood Capital Management
California
$1.67M +$231K +9,210 +16%
MPCA
333
Madison Park Capital Advisors
Washington
$1.65M +$1.65M +65,604 New
AIA
334
Armor Investment Advisors
North Carolina
$1.65M -$37.1K -1,476 -2%
FPCG
335
Fort Pitt Capital Group
Pennsylvania
$1.64M +$1.2M +47,676 +271%
IF
336
Ironwood Financial
Arizona
$1.59M -$13.9K -552 -0.9%
BF
337
Blankinship & Foster
California
$1.58M +$1.18M +46,818 +289%
FBB
338
Fulton Breakefield Broenniman
Maryland
$1.58M -$6.7K -267 -0.4%
VVP
339
Venture Visionary Partners
Ohio
$1.57M +$692K +27,576 +79%
CL
340
Choreo LLC
Illinois
$1.56M -$62.6K -2,493 -4%
SHJ
341
Sharkey, Howes & Javer
Colorado
$1.56M -$10.5K -420 -0.7%
SAF
342
Smith Anglin Financial
Texas
$1.53M -$846K -33,681 -36%
SLT
343
St Louis Trust
Missouri
$1.52M +$76.2K +3,036 +5%
CS
344
Crescent Sterling
Louisiana
$1.52M -$6.63K -264 -0.4%
DWMG
345
DB Wealth Management Group
California
$1.51M +$97.3K +3,876 +7%
EWP
346
Elevation Wealth Partners
California
$1.51M +$1.28M +56,679 +555%
SMC
347
Smith, Moore & Co
Missouri
$1.49M +$26.6K +1,074 +2%
BL
348
BFSG LLC
California
$1.49M +$5.72K +228 +0.4%
FA
349
Fagan Associates
New York
$1.49M -$11.6K -462 -0.8%
IWP
350
IAG Wealth Partners
Wisconsin
$1.48M -$193K -7,701 -12%
12 13
14
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