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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 %
PVI
426
Pine Valley Investments
New Jersey
$1.03M +$148K +5,877 +17%
BRWA
427
B. Riley Wealth Advisors
Florida
$1.02M -$176K -6,996 -15%
GBWM
428
Granite Bay Wealth Management
New Hampshire
$1.02M +$253K +10,836 +33%
GWWM
429
Great Waters Wealth Management
Minnesota
$1.02M -$279K -11,403 -21%
CPA
430
Clear Point Advisors
New York
$997K +$997K +39,708 New
FA
431
FF Advisors
California
$995K +$995K +39,618 New
MA
432
MCF Advisors
Kentucky
$991K -$89K -3,546 -8%
SF
433
Summit Financial
New Jersey
$989K +$2.64K +105 +0.3%
TFS
434
Thoroughbred Financial Services
Tennessee
$975K -$90.8K -3,618 -9%
RW
435
Rede Wealth
Virginia
$973K -$806K -32,094 -45%
PCMC
436
Private Capital Management (Colorado)
Colorado
$970K -$9.87K -393 -1%
KLI
437
Kelman-Lazarov Inc
Tennessee
$970K -$275K -10,971 -22%
AAS
438
Avantax Advisory Services
Texas
$969K -$1.55M -61,569 -61%
WAM
439
Worth Asset Management
Texas
$956K +$956K +38,061 New
BIA
440
Bigelow Investment Advisors
Maine
$955K -$39K -1,554 -4%
SAM
441
Sawgrass Asset Management
Florida
$954K -$5.27K -210 -0.5%
CAG
442
Csenge Advisory Group
Florida
$944K -$89.8K -3,576 -9%
RWP
443
RWA Wealth Partners
Massachusetts
$943K +$2.49K +99 +0.3%
AWS
444
Atria Wealth Solutions
New York
$943K +$86.8K +3,459 +10%
BMCM
445
Burns Matteson Capital Management
New York
$940K -$488K -19,449 -34%
PSCM
446
Per Stirling Capital Management
Texas
$936K +$124K +4,941 +15%
LA
447
Lindenwold Advisors
Pennsylvania
$933K +$933K +37,155 New
GIA
448
GHP Investment Advisors
Colorado
$931K +$50.7K +2,019 +6%
JWCA
449
J.W. Cole Advisors
Florida
$921K +$159K +6,330 +21%
NWMG
450
National Wealth Management Group
Ohio
$902K -$112K -4,458 -11%
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