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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 %
EP
476
Eudaimonia Partners
Tennessee
$758K – – –
SCM
477
SOL Capital Management
Maryland
$758K -$1.81K -72 -0.2%
SSWG
478
Seven Springs Wealth Group
Tennessee
$754K – – –
VAF
479
Values Added Financial
District of Columbia
$749K +$3.39K +135 +0.5%
WF
480
Whelan Financial
California
$748K +$208K +8,265 +38%
IWC
481
Integrated Wealth Concepts
Massachusetts
$747K -$75.8K -3,018 -9%
ACI
482
Alpha Cubed Investments
California
$742K – – –
CG
483
Cynosure Group
Utah
$734K – – –
TPA
484
Trivium Point Advisory
Connecticut
$733K +$86K +3,426 +13%
PGAM
485
Princeton Global Asset Management
New Jersey
$731K -$16.3K -648 -2%
RPGK
486
Retirement Planning Group (Kansas)
Kansas
$724K -$54.4K -2,166 -7%
EFM
487
Eley Financial Management
Vermont
$721K +$7.23K +288 +1%
LIWM
488
Long Island Wealth Management
New York
$716K +$716K +28,512 New
FHB
489
First Hawaiian Bank
Hawaii
$714K – – –
RJT
490
Raymond James Trust
Florida
$713K +$72.5K +2,886 +11%
LFAS
491
Level Four Advisory Services
Texas
$713K -$95.9K -3,819 -12%
SAG
492
SageView Advisory Group
California
$705K -$941K -37,392 -57%
WBCM
493
Wilson & Boucher Capital Management
California
$703K – – –
FPCP
494
Fort Point Capital Partners
California
$703K +$287K +11,436 +69%
JCFM
495
JBR Co Financial Management
Oklahoma
$701K +$701K +27,906 New
PFBT
496
Parkside Financial Bank & Trust
Missouri
$696K – – –
HIC
497
Holderness Investments Company
North Carolina
$695K +$62.1K +2,472 +10%
AAG
498
Armstrong Advisory Group
Massachusetts
$695K – – –
PA
499
Planning Alternatives
Michigan
$695K -$95.8K -3,816 -12%
SWA
500
Stratos Wealth Advisors
Ohio
$691K -$28.2K -1,125 -4%
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