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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 %
EH
401
Equitable Holdings
New York
$1M -$87.2K -3,855 -8%
FLPIM
402
F.L. Putnam Investment Management
Massachusetts
$991K -$43.4K -1,917 -4%
AllianceBernstein
403
AllianceBernstein
Tennessee
$979K +$19.6K +867 +2%
PCM
404
Parsons Capital Management
Rhode Island
$976K +$15.3K +675 +2%
OIM
405
Orca Investment Management
Oregon
$966K +$475 +21 +0%
LTL
406
Lowery Thomas LLC
California
$939K +$67.2K +2,973 +8%
PWM
407
Prentice Wealth Management
New York
$936K +$134K +5,946 +17%
Fidelity Investments
408
Fidelity Investments
Massachusetts
$934K +$15.5K +684 +2%
BIA
409
Bigelow Investment Advisors
Maine
$933K -$6.11K -270 -0.7%
BWL
410
Bogart Wealth LLC
Virginia
$930K -$3.44M -151,977 -79%
Prudential Financial
411
Prudential Financial
New Jersey
$927K -$27.5K -1,215 -3%
MFC
412
Morris Financial Concepts
South Carolina
$926K -$284K -12,561 -23%
NGA
413
Naples Global Advisors
Florida
$926K +$6.51K +288 +0.7%
Jane Street
414
Jane Street
New York
$917K +$917K +40,542 New
PA
415
PFG Advisors
Arizona
$899K +$299K +13,218 +50%
CAG
416
Csenge Advisory Group
Florida
$897K -$31.6K -1,395 -3%
FHA
417
Flagship Harbor Advisors
Massachusetts
$892K +$36.6K +1,620 +4%
US Bancorp
418
US Bancorp
Minnesota
$891K -$9.77K -432 -1%
CIR
419
Clear Investment Research
Georgia
$866K +$11K +486 +1%
SIC
420
Sigma Investment Counselors
Michigan
$845K +$25.2K +1,113 +3%
PA
421
Planning Alternatives
Michigan
$843K -$118K -5,208 -12%
SAM
422
Sawgrass Asset Management
Florida
$840K -$9.5K -420 -1%
LWM
423
Laidlaw Wealth Management
New York
$837K -$73.5K -3,252 -8%
WWM
424
WT Wealth Management
Arizona
$829K – – –
AA
425
Alesco Advisors
New York
$827K -$323K -14,268 -28%
15 16
17
18 19