SCHM icon

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 %
Calamos Advisors
501
Calamos Advisors
Illinois
$679K -$11.1K -441 -2%
Kovitz Investment Group Partners
502
Kovitz Investment Group Partners
Illinois
$678K +$151 +6 +0%
HA
503
Harfst & Associates
Wyoming
$678K -$88.7K -3,531 -12%
PP
504
Pegasus Partners
Wisconsin
$676K – – –
FAG
505
Fortitude Advisory Group
Washington
$673K -$7.83K -312 -1%
BCI
506
Brinker Capital Investments
Pennsylvania
$670K -$781K -31,455 -54%
OPS
507
Orion Portfolio Solutions
Nebraska
$670K -$781K -31,455 -54%
BJL
508
Brighton Jones LLC
Washington
$665K +$389K +15,492 +141%
TAM
509
Townsend Asset Management
North Carolina
$662K +$1.51K +60 +0.2%
FC
510
FCA Corp
Texas
$659K -$41.2K -1,641 -6%
PS
511
Principal Securities
Iowa
$653K +$653K +26,025 New
CWA
512
Continuum Wealth Advisors
New York
$648K -$13.4K -534 -2%
JF
513
Joule Financial
Kentucky
$645K -$16.7K -666 -3%
FNBT
514
FineMark National Bank & Trust
Florida
$644K -$1.88K -75 -0.3%
CW
515
Cooksen Wealth
Texas
$643K +$643K +25,629 New
MA
516
Modus Advisors
Minnesota
$642K +$98.1K +3,906 +18%
Focus Partners Wealth
517
Focus Partners Wealth
Massachusetts
$634K +$634K +25,272 New
TA
518
TrueWealth Advisors
Alabama
$633K -$35.3K -1,407 -5%
BCA
519
Bay Colony Advisors
Massachusetts
$629K -$10.4K -414 -2%
UB
520
UMB Bank
Missouri
$628K – – –
AGA
521
Arkos Global Advisors
Texas
$628K – – –
YIA
522
YHB Investment Advisors
Connecticut
$626K -$3.61M -143,844 -85%
MF
523
Meridian Financial
Massachusetts
$625K -$11.1K -444 -2%
SPIA
524
Steward Partners Investment Advisory
New York
$623K -$2.49K -99 -0.4%
PTC
525
Private Trust Company
Ohio
$617K -$6.48K -258 -1%
19 20
21
22 23