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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 %
HP
351
Hilltop Partners
Indiana
$1.29M -$506K -22,362 -28%
SP
352
SWS Partners
Ohio
$1.28M +$88.1K +3,897 +7%
KTC
353
Kistler-Tiffany Companies
Pennsylvania
$1.28M -$57.3K -2,535 -4%
AFG
354
Arkansas Financial Group
Arkansas
$1.25M – – –
AI
355
Atria Investments
North Carolina
$1.25M -$1.95M -86,094 -61%
WKSWA
356
White Knight Strategic Wealth Advisors
New Jersey
$1.23M -$328K -14,514 -21%
AT
357
American Trust
Kentucky
$1.22M -$14K -618 -1%
Lazard Asset Management
358
Lazard Asset Management
New York
$1.21M – – –
TRCT
359
Tower Research Capital (TRC)
New York
$1.21M -$1.7M -75,303 -58%
LC
360
LTG Capital
Massachusetts
$1.2M -$6.45K -285 -0.5%
QCG
361
Quadrant Capital Group
Ohio
$1.2M -$145K -6,411 -11%
AL
362
Aspiriant LLC
California
$1.19M +$1.9K +84 +0.2%
CAM
363
Chandler Asset Management
California
$1.18M +$10.1K +447 +0.9%
DWMG
364
DB Wealth Management Group
California
$1.18M -$26.3K -1,161 -2%
OFS
365
Oldfather Financial Services
Nebraska
$1.17M +$63.9K +2,826 +6%
DWM
366
Dakota Wealth Management
Florida
$1.17M -$814 -36 -0.1%
TWP
367
Transparent Wealth Partners
Arkansas
$1.16M +$1.83K +81 +0.2%
CBFP
368
Cedar Brook Financial Partners
Ohio
$1.13M +$24.1K +1,065 +2%
BCM
369
Boltwood Capital Management
California
$1.13M -$71.7K -3,168 -6%
SAM
370
S.A. Mason
Michigan
$1.13M -$20K -885 -2%
IFS
371
Ifrah Financial Services
Arkansas
$1.11M +$13K +576 +1%
CA
372
Cambridge Advisors
Nebraska
$1.11M -$27.4K -1,212 -2%
BWM
373
Benchmark Wealth Management
Connecticut
$1.11M – – –
DW
374
Domani Wealth
Pennsylvania
$1.1M – – –
KWM
375
Kingsview Wealth Management
Oregon
$1.1M -$35.7K -1,578 -3%
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