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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 %
JFGIW
476
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$617K +$227K +10,041 +58%
SPIA
477
Steward Partners Investment Advisory
New York
$613K +$44.4K +1,965 +8%
JF
478
Joule Financial
Kentucky
$609K -$43.6K -1,926 -7%
PP
479
Pegasus Partners
Wisconsin
$609K – – –
WPW
480
Watershed Private Wealth
Illinois
$608K – – –
AAS
481
Avantax Advisory Services
Texas
$599K -$450K -19,896 -43%
TAM
482
Townsend Asset Management
North Carolina
$598K -$25.6K -1,134 -4%
CWA
483
Continuum Wealth Advisors
New York
$596K -$1.63M -72,189 -73%
OBWG
484
Onyx Bridge Wealth Group
New York
$591K +$9.91K +438 +2%
BCA
485
Bay Colony Advisors
Massachusetts
$590K -$52.2K -2,349 -8%
OPA
486
Old Port Advisors
Maine
$576K -$59K -2,625 -9%
RA
487
Ruggaard & Associates
Ohio
$574K +$574K +25,392 New
CG
488
Caprock Group
Idaho
$571K +$339 +15 +0.1%
PTC
489
Private Trust Company
Ohio
$564K +$5.22K +231 +0.9%
EWM
490
Evermay Wealth Management
Virginia
$561K -$53.7K -2,376 -9%
MF
491
Meridian Financial
Massachusetts
$555K +$19.9K +879 +4%
WF
492
Whelan Financial
California
$550K -$435K -19,239 -44%
TA
493
TrueWealth Advisors
Alabama
$543K +$31.9K +1,410 +6%
SAG
494
SageView Advisory Group
California
$540K +$204K +9,021 +61%
NL
495
NWAM LLC
Washington
$539K -$22.8K -1,008 -4%
SF
496
Synovus Financial
Georgia
$530K -$26.1K -1,152 -5%
IAA
497
Independent Advisor Alliance
North Carolina
$528K -$17.8K -786 -3%
PSCM
498
Per Stirling Capital Management
Texas
$527K -$4.55K -201 -0.9%
SBH
499
Segall Bryant & Hamill
Illinois
$524K – – –
JWCA
500
J.W. Cole Advisors
Florida
$522K +$3.8K +168 +0.7%
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