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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 %
SIMM
426
Stillwater Investment Management (Minnesota)
Minnesota
$824K +$2.92K +129 +0.4%
DI
427
Diligent Investors
California
$821K – – –
FT
428
Fiduciary Trust
Massachusetts
$814K -$63.4K -2,805 -7%
CAM
429
Cozad Asset Management
Illinois
$804K – – –
SFWA
430
Summit Financial Wealth Advisors
Louisiana
$801K – – –
SQA
431
Simon Quick Advisors
New Jersey
$797K -$277K -12,255 -26%
FAG
432
Fortitude Advisory Group
Washington
$796K -$112K -4,962 -12%
ANTB
433
AMG National Trust Bank
Colorado
$794K -$6.79K -300 -0.8%
CWM
434
Cedar Wealth Management
California
$793K +$793K +35,082 New
SCA
435
Snowden Capital Advisors
New York
$793K -$213K -9,399 -21%
LPIC
436
LeJeune Puetz Investment Counsel
Michigan
$792K +$16.1K +711 +2%
OCM
437
One Capital Management
California
$782K -$25.4K -1,125 -3%
PRS
438
Pinkerton Retirement Specialists
Idaho
$773K – – –
VVP
439
Venture Visionary Partners
Ohio
$769K +$407 +18 +0.1%
SLT
440
St Louis Trust
Missouri
$764K -$563K -24,882 -42%
ACI
441
Alpha Cubed Investments
California
$758K +$90K +3,981 +13%
PAMG
442
Patton Albertson Miller Group
Tennessee
$758K -$140K -6,195 -16%
CWM
443
Cornerstone Wealth Management
Missouri
$749K +$749K +33,120 New
EP
444
Eudaimonia Partners
Tennessee
$746K – – –
SCM
445
SOL Capital Management
Maryland
$731K -$2.85K -126 -0.4%
GIA
446
GHP Investment Advisors
Colorado
$728K +$30.7K +1,359 +4%
AWS
447
Atria Wealth Solutions
New York
$720K +$12.9K +570 +2%
PGAM
448
Princeton Global Asset Management
New Jersey
$715K +$7.12K +315 +1%
HA
449
Harfst & Associates
Wyoming
$712K -$679 -30 -0.1%
Calamos Advisors
450
Calamos Advisors
Illinois
$705K +$98.2K +4,341 +16%
16 17
18
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