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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 %
CS
526
Comerica Securities
Michigan
$441K -$379K -16,755 -46%
CWM
527
Castle Wealth Management
Florida
$438K -$30.5K -1,350 -7%
AIM
528
Avity Investment Management
Connecticut
$437K – – –
TCM
529
Twele Capital Management
Minnesota
$435K -$55.8K -2,469 -11%
WDL
530
Well Done LLC
Michigan
$421K – – –
HTC
531
Haverford Trust Company
Pennsylvania
$419K -$40.7K -1,800 -9%
BFO
532
Biltmore Family Office
North Carolina
$416K – – –
MWM
533
MBE Wealth Management
Wisconsin
$413K – – –
PFGIA
534
Patriot Financial Group Insurance Agency
Massachusetts
$408K -$56.9K -2,517 -12%
APW
535
Aurora Private Wealth
New Jersey
$407K +$1.22K +54 +0.3%
APSI
536
Asset Planning Services Inc
Louisiana
$407K +$42.4K +1,875 +12%
HCA
537
Harbour Capital Advisors
Virginia
$405K +$405K +18,009 New
PI
538
Pachira Investments
California
$403K +$8.14K +360 +2%
MWP
539
Madison Wealth Partners
Wisconsin
$402K +$15.2K +672 +4%
PA
540
Parallel Advisors
California
$399K -$157K -6,936 -28%
FCI
541
Financial Counselors Inc
Kansas
$399K – – –
GAM
542
Garrison Asset Management
Arkansas
$398K -$2.85K -126 -0.7%
AWE
543
Avidian Wealth Enterprises
Texas
$397K -$278K -12,297 -41%
BL
544
BCWM LLC
Kansas
$396K +$9.03K +399 +2%
HI
545
Hendershot Investments
Virginia
$393K -$10.3K -456 -3%
DBRC
546
D.B. Root & Company
Pennsylvania
$387K +$1.09K +48 +0.3%
FWM
547
Fingerlakes Wealth Management
New York
$382K +$543 +24 +0.1%
DFG
548
Delta Financial Group
New Jersey
$378K +$5.49K +243 +1%
CIC
549
Carnegie Investment Counsel
Ohio
$377K +$11K +486 +3%
TSS
550
Two Sigma Securities
New York
$376K +$376K +16,629 New
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