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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 %
SF
451
Summit Financial
New Jersey
$704K +$1.83K +81 +0.3%
GT
452
Greenleaf Trust
Michigan
$699K – – –
PFBT
453
Parkside Financial Bank & Trust
Missouri
$699K +$40.8K +1,803 +6%
PAM
454
Pegasus Asset Management
New York
$698K -$5.09K -225 -0.7%
RZH
455
Relyea Zuckerberg Hanson
Connecticut
$697K +$2.51K +111 +0.4%
GC
456
Grimes & Company
Massachusetts
$691K -$29.5K -1,305 -4%
EFM
457
Eley Financial Management
Vermont
$684K -$34.3K -1,515 -5%
SSWG
458
Seven Springs Wealth Group
Tennessee
$679K – – –
CP
459
Capital Planning
Washington
$678K +$39.5K +1,746 +6%
IWC
460
Integrated Wealth Concepts
Massachusetts
$675K +$675K +29,835 New
SWA
461
Stratos Wealth Advisors
Ohio
$670K -$29.1K -1,287 -4%
AAG
462
Armstrong Advisory Group
Massachusetts
$666K -$42.3K -1,872 -6%
CHA
463
Cooper/Haims Advisors
New York
$666K +$204 +9 +0%
FNBT
464
FineMark National Bank & Trust
Florida
$659K -$46.5K -2,055 -7%
PFC
465
Phocas Financial Corp
California
$658K +$600K +26,526 +1,040%
CM
466
Columbus Macro
Pennsylvania
$657K -$14.1K -624 -2%
WT
467
Whittier Trust
California
$651K -$348K -15,402 -35%
HWM
468
Heirloom Wealth Management
Colorado
$646K -$1.07M -47,475 -62%
FHB
469
First Hawaiian Bank
Hawaii
$643K – – –
WC
470
Waterloo Capital
Texas
$640K +$640K +28,296 New
AGA
471
Arkos Global Advisors
Texas
$634K – – –
WBCM
472
Wilson & Boucher Capital Management
California
$626K – – –
CG
473
Colony Group
Massachusetts
$624K -$74.7K -3,303 -11%
FC
474
FCA Corp
Texas
$624K +$20.5K +906 +3%
Kovitz Investment Group Partners
475
Kovitz Investment Group Partners
Illinois
$623K +$381K +16,842 +157%
17 18
19
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