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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 %
FI
376
FIDELIS iM
Oregon
$1.1M – – –
Janney Montgomery Scott
377
Janney Montgomery Scott
Pennsylvania
$1.09M +$17.4K +771 +2%
PFM
378
Phillips Financial Management
Indiana
$1.09M +$49.5K +2,190 +5%
CCM
379
Condor Capital Management
New Jersey
$1.09M -$99.5K -4,401 -8%
MWA
380
Motive Wealth Advisors
Michigan
$1.08M – – –
WOSD
381
WFA of San Diego
California
$1.08M -$236K -10,440 -18%
AFA
382
Arlington Financial Advisors
California
$1.08M +$91.5K +4,047 +9%
PCM
383
Pennsylvania Capital Management
Pennsylvania
$1.07M +$30.6K +1,353 +3%
PCMC
384
Private Capital Management (Colorado)
Colorado
$1.07M -$65.7K -2,904 -6%
BRWA
385
B. Riley Wealth Advisors
Florida
$1.07M -$453K -20,037 -30%
WF
386
Warner Financial
Maryland
$1.07M -$5.56K -246 -0.5%
TFS
387
Thoroughbred Financial Services
Tennessee
$1.06M +$78K +3,447 +8%
KLI
388
Kelman-Lazarov Inc
Tennessee
$1.06M +$497K +21,978 +89%
AG
389
Appleton Group
Wisconsin
$1.05M -$78.6K -3,477 -7%
SW
390
SVB Wealth
Massachusetts
$1.04M -$526K -23,244 -33%
EL
391
EWA LLC
Pennsylvania
$1.03M +$1.03M +46,257 New
SFG
392
StrategIQ Financial Group
Indiana
$1.03M -$6.72K -297 -0.7%
LB
393
Legacy Bridge
Iowa
$1.02M -$33.9K -1,500 -3%
MCM
394
Mitchell Capital Management
Kansas
$1.02M +$126K +5,568 +14%
HI
395
Harbour Investments
Wisconsin
$1.02M -$53.6K -2,370 -5%
WCM
396
Wisconsin Capital Management
Wisconsin
$1.02M -$67.9K -3,000 -6%
SPC
397
Sigma Planning Corp
Michigan
$1.02M -$1.02K -45 -0.1%
NWMG
398
National Wealth Management Group
Ohio
$1.01M -$71.3K -3,231 -7%
LJAC
399
L.J. Altfest & Co
New York
$1.01M +$3.12K +138 +0.3%
GB
400
Goepper Burkhardt
South Carolina
$1M +$62.8K +2,775 +7%
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