SCHM icon

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.

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
1
Financial Engines Advisors
California
$1.21B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$230M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$106M
4
Morgan Stanley
4
Morgan Stanley
New York
$40.3M
5
SS
5
Simplicity Solutions
Minnesota
$10.7M

Top Sellers

1
BBA
1
BLB&B Advisors
Pennsylvania
$47.6M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$44.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$35.6M
4
Creative Planning
4
Creative Planning
Kansas
$710M
5
Ameriprise
5
Ameriprise
Minnesota
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
26
Summit Financial Strategies
Ohio
$36.9M +$4.3M +189,933 +13%
HWA
27
HHM Wealth Advisors
Tennessee
$36.1M +$1.84M +81,246 +5%
BPA
28
Beacon Pointe Advisors
California
$35.6M +$3.27M +144,366 +10%
Thrivent Financial for Lutherans
29
Thrivent Financial for Lutherans
Minnesota
$35.6M -$23.6M -1,056,933 -40%
CAN
30
Cetera Advisor Networks
California
$29.3M +$536K +23,715 +2%
GAM
31
Gemmer Asset Management
California
$29M +$1.02M +44,937 +4%
BCM
32
Brookstone Capital Management
Illinois
$26.9M -$3.58M -158,337 -12%
NFG
33
Nadler Financial Group
Illinois
$25.9M -$7.6M -336,006 -23%
DC
34
Davenport & Co
Virginia
$25.6M +$2.23M +98,406 +10%
BCMO
35
Buckingham Capital Management (Ohio)
Ohio
$24.7M +$1.63M +71,979 +7%
CWM
36
Curi Wealth Management
North Carolina
$24M +$1.44M +63,633 +6%
PFM
37
Parsec Financial Management
North Carolina
$23.9M -$858K -37,947 -3%
SAM
38
Summit Asset Management
Tennessee
$23.4M +$85.2K +3,768 +0.4%
PMG
39
ProVise Management Group
Florida
$22.5M -$2.38M -105,099 -10%
NFW
40
Noble Family Wealth
Florida
$22.3M +$22.3M +985,257 New
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$21.4M -$1.12M -49,308 -5%
EGWAG
42
Elwood & Goetz Wealth Advisory Group
Georgia
$20.9M +$1.64M +72,462 +9%
MFT
43
Moisand Fitzgerald Tamayo
Florida
$20.4M +$164K +7,230 +0.8%
Osaic Holdings
44
Osaic Holdings
Arizona
$19.8M +$1.72M +76,248 +9%
MAG
45
Mokosak Advisory Group
Iowa
$19.8M +$144K +6,381 +0.7%
MI
46
Moneywise Inc
Virginia
$19.3M +$951K +42,051 +5%
MF
47
Manchester Financial
California
$19.3M +$313K +13,860 +2%
FC
48
Financial Consulate
Maryland
$18.1M +$2.32M +102,618 +15%
SIC
49
Salem Investment Counselors
North Carolina
$17.6M -$862K -38,097 -5%
CWM
50
Campbell Wealth Management
Virginia
$17.1M +$510K +22,551 +3%
1
2
3 4 5