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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 %
CAM
451
Cozad Asset Management
Illinois
$897K +$5.27K +210 +0.6%
PSF
452
Pacific Sun Financial
California
$896K -$41.4K -1,650 -4%
MWA
453
Motive Wealth Advisors
Michigan
$891K -$75.3K -3,000 -8%
SFWA
454
Summit Financial Wealth Advisors
Louisiana
$889K – – –
WCM
455
Wealthcare Capital Management
Virginia
$889K -$340K -13,554 -28%
SQA
456
Simon Quick Advisors
New Jersey
$876K -$135K -5,391 -13%
ANTB
457
AMG National Trust Bank
Colorado
$870K – – –
EFA
458
Evernest Financial Advisors
Indiana
$867K +$867K +34,551 New
PA
459
Parallel Advisors
California
$866K +$23.4K +930 +3%
DI
460
Diligent Investors
California
$861K -$30.1K -1,200 -3%
FT
461
Fiduciary Trust
Massachusetts
$851K -$829 -33 -0.1%
BWA
462
BlueChip Wealth Advisors
Georgia
$847K +$847K +33,732 New
US Bancorp
463
US Bancorp
Minnesota
$842K -$12.3K -489 -1%
NL
464
NWAM LLC
Washington
$830K +$31K +1,233 +4%
CWM
465
Cornerstone Wealth Management
Missouri
$824K +$151 +6 +0%
OBWG
466
Onyx Bridge Wealth Group
New York
$797K +$85.2K +3,393 +12%
MWP
467
Madison Wealth Partners
Wisconsin
$797K +$304K +12,090 +61%
S
468
Sachetta
Massachusetts
$791K +$791K +31,521 New
AA
469
Alesco Advisors
New York
$791K -$53K -2,109 -6%
RMF
470
Red Mountain Financial
Colorado
$784K +$784K +31,245 New
RZH
471
Relyea Zuckerberg Hanson
Connecticut
$783K +$3.77K +150 +0.5%
GT
472
Greenleaf Trust
Michigan
$776K – – –
PAM
473
Pegasus Asset Management
New York
$775K -$527 -21 -0.1%
CPL
474
CAP Partners LLC
Tennessee
$768K +$768K +30,609 New
SAI
475
Savvy Advisors Inc
New York
$764K +$764K +30,447 New
17 18
19
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