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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 %
MS
501
Madden Securities
Texas
$516K +$44.6K +1,971 +9%
BI
502
Berkeley Inc
Idaho
$510K -$5.09K -225 -1%
Brown Advisory
503
Brown Advisory
Maryland
$509K +$23.1K +1,023 +5%
AIM
504
Aspen Investment Management
Michigan
$508K -$7.06K -312 -1%
RJT
505
Raymond James Trust
Florida
$506K +$12.4K +549 +3%
WSWA
506
Warren Street Wealth Advisors
California
$505K +$19.7K +870 +4%
WPA
507
West Paces Advisors
Georgia
$503K +$407K +18,000 +426%
FRA
508
Front Row Advisors
California
$501K -$7.46K -330 -1%
EWM
509
Empirical Wealth Management
Washington
$494K +$407 +18 +0.1%
MA
510
Modus Advisors
Minnesota
$492K -$611 -27 -0.1%
VC
511
Vicus Capital
Pennsylvania
$489K -$7.33K -324 -1%
FWS
512
FinDec Wealth Services
California
$481K -$21.4K -948 -4%
WCM
513
Wealthcare Capital Management
Virginia
$480K +$65.9K +2,916 +16%
OPWM
514
Oakwell Private Wealth Management
Texas
$479K – – –
JPMorgan Chase & Co
515
JPMorgan Chase & Co
New York
$474K +$257K +11,355 +118%
WPC
516
Wedmont Private Capital
Pennsylvania
$473K +$15.6K +702 +3%
FFA
517
Farther Finance Advisors
California
$472K +$412K +18,195 +684%
FPCG
518
Fort Pitt Capital Group
Pennsylvania
$471K -$4.38M -193,557 -90%
CNFG
519
Creegan & Nassoura Financial Group
New Hampshire
$467K – – –
HIC
520
Holderness Investments Company
North Carolina
$467K +$7.8K +345 +2%
AWM
521
AE Wealth Management
Kansas
$466K -$32.4K -1,434 -7%
SCM
522
Stordahl Capital Management
Colorado
$465K – – –
CAG
523
Curtis Advisory Group
California
$464K -$19.1K -846 -4%
HIF
524
Hill Island Financial
Michigan
$450K – – –
TWM
525
Triton Wealth Management
Arizona
$444K -$10K -435 -2%
19 20
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