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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 %
KHC
351
Koesten Hirschmann & Crabtree
Kansas
$1.48M – – –
PWM
352
Paulson Wealth Management
Illinois
$1.46M +$181K +7,200 +14%
IAN
353
Integrated Advisors Network
Texas
$1.45M -$25.7K -1,023 -2%
1WM
354
1900 Wealth Management
Texas
$1.43M +$64.1K +2,553 +5%
CA
355
Continuum Advisory
Idaho
$1.42M -$30.9K -1,230 -2%
SWM
356
Spire Wealth Management
Virginia
$1.41M +$17K +690 +1%
CFGSD
357
Compass Financial Group (South Dakota)
South Dakota
$1.4M +$770K +30,657 +123%
ECG
358
Edge Capital Group
Georgia
$1.39M -$50K -1,992 -3%
AFG
359
Arkansas Financial Group
Arkansas
$1.39M – – –
EWA
360
EP Wealth Advisors
California
$1.39M +$184K +7,323 +15%
JWA
361
JFS Wealth Advisors
Pennsylvania
$1.38M -$467K -18,591 -25%
CP
362
Capital Planning
Washington
$1.37M +$373K +14,838 +37%
IWMA
363
Ironwood Wealth Management (Arizona)
Arizona
$1.36M – – –
AWM
364
Apollon Wealth Management
South Carolina
$1.36M +$27.3K +1,089 +2%
CBFP
365
Cedar Brook Financial Partners
Ohio
$1.36M +$36K +1,458 +3%
WF
366
Warner Financial
Maryland
$1.36M +$106K +4,221 +8%
Lazard Asset Management
367
Lazard Asset Management
New York
$1.35M – – –
PWM
368
Prentice Wealth Management
New York
$1.34M +$23K +915 +2%
BWL
369
Bogart Wealth LLC
Virginia
$1.33M +$216K +8,616 +19%
CAM
370
Chandler Asset Management
California
$1.33M +$6.33K +252 +0.5%
LC
371
LTG Capital
Massachusetts
$1.33M -$4.75K -189 -0.4%
Citadel Advisors
372
Citadel Advisors
Florida
$1.33M -$218K -8,670 -14%
CFGA
373
Cambridge Financial Group (Arizona)
Arizona
$1.32M +$1.32M +52,698 New
OFS
374
Oldfather Financial Services
Nebraska
$1.32M +$22.9K +912 +2%
AFA
375
Arlington Financial Advisors
California
$1.32M +$12.7K +504 +1%
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15
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