SCHM icon

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 %
OFG
376
Oxford Financial Group
Indiana
$1.31M – – –
CA
377
Cambridge Advisors
Nebraska
$1.3M -$11.8K -471 -0.9%
Janney Montgomery Scott
378
Janney Montgomery Scott
Pennsylvania
$1.3M +$24.7K +984 +2%
PIA
379
Panoramic Investment Advisors
Colorado
$1.29M -$1.96K -78 -0.2%
PCM
380
Pennsylvania Capital Management
Pennsylvania
$1.29M +$19.1K +762 +2%
PNC Financial Services Group
381
PNC Financial Services Group
Pennsylvania
$1.25M +$787K +31,341 +170%
PFM
382
Phillips Financial Management
Indiana
$1.25M +$37.3K +1,485 +3%
IFS
383
Ifrah Financial Services
Arkansas
$1.24M -$13.6K -540 -1%
AWC
384
Adamsbrown Wealth Consultants
Kansas
$1.24M -$154K -6,123 -11%
ML
385
McAdam LLC
Pennsylvania
$1.24M -$60K -2,388 -5%
Prudential Financial
386
Prudential Financial
New Jersey
$1.24M +$202K +8,031 +19%
QCG
387
Quadrant Capital Group
Ohio
$1.24M +$41.4K +1,650 +3%
FI
388
FIDELIS iM
Oregon
$1.22M – – –
ICG
389
InterOcean Capital Group
Tennessee
$1.2M -$10.2K -405 -0.8%
GL
390
Graypoint LLC
New York
$1.2M -$75K -2,988 -6%
CCM
391
Condor Capital Management
New Jersey
$1.19M -$19.5K -777 -2%
BWM
392
Benchmark Wealth Management
Connecticut
$1.18M -$59.5K -2,370 -5%
ATI
393
ARK & TLK Investments
Oklahoma
$1.17M +$1.17M +46,761 New
AL
394
Aspiriant LLC
California
$1.17M -$59.3K -2,361 -5%
DCM
395
Donaldson Capital Management
Indiana
$1.17M +$210K +8,370 +22%
AAS
396
Ameritas Advisory Services
Nebraska
$1.16M -$3.68M -145,524 -76%
AllianceBernstein
397
AllianceBernstein
Tennessee
$1.15M -$30.2K -1,203 -3%
SFC
398
SYM Financial Corp
Indiana
$1.15M -$150K -5,961 -12%
NGA
399
Naples Global Advisors
Florida
$1.15M +$81K +3,225 +8%
FHA
400
Flagship Harbor Advisors
Massachusetts
$1.14M -$60.2K -2,397 -5%
14 15
16
17 18