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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 %
Northern Trust
401
Northern Trust
Illinois
$1.13M -$762K -30,363 -40%
OCM
402
One Capital Management
California
$1.13M +$329K +13,095 +41%
LB
403
Legacy Bridge
Iowa
$1.13M – – –
WCM
404
Wisconsin Capital Management
Wisconsin
$1.13M – – –
SFG
405
StrategIQ Financial Group
Indiana
$1.13M -$377 -15 -0%
PA
406
PFG Advisors
Arizona
$1.13M +$10K +399 +0.9%
EFG
407
Embree Financial Group
Illinois
$1.11M +$1.11M +44,292 New
CWM
408
Cedar Wealth Management
California
$1.11M +$4.29K +171 +0.4%
PCM
409
Parsons Capital Management
Rhode Island
$1.1M -$4.97K -198 -0.4%
CIR
410
Clear Investment Research
Georgia
$1.1M +$63.3K +2,523 +6%
AWM
411
AE Wealth Management
Kansas
$1.09M +$231K +9,261 +27%
SAM
412
S.A. Mason
Michigan
$1.09M -$115K -4,575 -10%
FLPIM
413
F.L. Putnam Investment Management
Massachusetts
$1.09M -$7.01K -279 -0.6%
KWM
414
Kingsview Wealth Management
Oregon
$1.08M -$53.6K -2,133 -5%
OIM
415
Orca Investment Management
Oregon
$1.08M +$1.73K +69 +0.2%
GB
416
Goepper Burkhardt
South Carolina
$1.07M -$23.5K -930 -2%
LJAC
417
L.J. Altfest & Co
New York
$1.07M -$151 -6 -0%
HI
418
Harbour Investments
Wisconsin
$1.07M -$71.9K -2,865 -6%
LTL
419
Lowery Thomas LLC
California
$1.07M +$15.1K +603 +1%
Koshinski Asset Management
420
Koshinski Asset Management
Illinois
$1.05M -$11.6M -461,214 -92%
Fidelity Investments
421
Fidelity Investments
Massachusetts
$1.05M +$14.4K +573 +1%
SIC
422
Sigma Investment Counselors
Michigan
$1.04M +$28.9K +1,152 +3%
HP
423
Hilltop Partners
Indiana
$1.04M -$43.9K -1,749 -4%
PCMC
424
Planning Capital Management Corporation
Pennsylvania
$1.03M +$1.03M +41,070 New
Pathstone Holdings
425
Pathstone Holdings
New Jersey
$1.03M +$1.03M +40,860 New
15 16
17
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