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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

849 hedge funds and large institutions have $7B invested in Schwab US Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 304 increasing their positions, 323 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
849
Holders Change
+76
Holders Change %
+9.83%
% of All Funds
12.45%
Holding in Top 10
88
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.64%
% of All Funds
1.29%
New
116
Increased
304
Reduced
323
Closed
30
Calls
$625K
Puts
$233K
Net Calls
+$392K
Net Calls Change
-$785K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$145M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.59B
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$26.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$51.1M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$120M

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$20.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$47.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$33.2M
4
Lido Advisors
4
Lido Advisors
California
$0
5
BCM
5
Brookstone Capital Management
Illinois
$4.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
GAM
26
Gemmer Asset Management
California
$35.1M +$527K +20,988 +2%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$33.2M -$22.9M -913,554 -41%
OIA
28
OneDigital Investment Advisors
Kansas
$32.9M -$13.2M -524,919 -29%
DC
29
Davenport & Co
Virginia
$29.5M +$1.52M +60,483 +5%
BCMO
30
Buckingham Capital Management (Ohio)
Ohio
$27.1M -$638K -25,428 -2%
MFT
31
Moisand Fitzgerald Tamayo
Florida
$27M +$3.86M +153,648 +17%
AWMS
32
Advocacy Wealth Management Services
Georgia
$26.9M +$26.9M +1,071,348 New
SAM
33
Summit Asset Management
Tennessee
$26.7M +$452K +18,006 +2%
NFW
34
Noble Family Wealth
Florida
$25.4M -$128K -5,112 -0.5%
CWM
35
Curi Wealth Management
North Carolina
$24.9M +$1.65M +65,838 +7%
MWM
36
Modera Wealth Management
New Jersey
$24.5M -$550K -21,897 -2%
MAG
37
Mokosak Advisory Group
Iowa
$23.7M +$556K +22,128 +2%
EGWAG
38
Elwood & Goetz Wealth Advisory Group
Georgia
$23M -$69.7K -2,775 -0.3%
EWA
39
Exencial Wealth Advisors
Oklahoma
$22.9M +$1.82M +72,345 +9%
MF
40
Manchester Financial
California
$21.9M -$181K -7,194 -0.8%
HSA
41
HBK Sorce Advisory
Pennsylvania
$20.8M -$34.2M -1,361,268 -62%
DAS
42
Dynamic Advisor Solutions
Arizona
$20.4M +$2.05M +83,817 +11%
SFG
43
Sage Financial Group
Pennsylvania
$19.7M +$2.35M +93,483 +14%
CWM
44
Campbell Wealth Management
Virginia
$19.7M +$368K +14,658 +2%
PMG
45
ProVise Management Group
Florida
$19.6M -$1.8M -71,799 -8%
Bank of America
46
Bank of America
North Carolina
$19.5M +$2.48M +98,871 +15%
IA
47
IFP Advisors
Florida
$19.4M +$820K +32,649 +4%
CAN
48
Cetera Advisor Networks
California
$19.1M -$45.2K -1,800 -0.2%
SIC
49
Salem Investment Counselors
North Carolina
$19.1M -$513K -20,427 -3%
Corient Private Wealth
50
Corient Private Wealth
Florida
$17.4M +$406K +16,167 +2%
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