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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 %
CHA
526
Cooper/Haims Advisors
New York
$617K +$301 +12 +0%
CM
527
Columbus Macro
Pennsylvania
$612K -$28.3K -1,128 -4%
SF
528
Synovus Financial
Georgia
$609K -$13.8K -549 -2%
SWM
529
Selective Wealth Management
Virginia
$602K -$137K -5,595 -18%
SIA
530
Sage Investment Advisers
New York
$589K -$1.02M -40,614 -63%
Brown Advisory
531
Brown Advisory
Maryland
$584K +$21.2K +846 +4%
LF
532
LifePlan Financial
Minnesota
$582K +$582K +23,166 New
EWM
533
Evermay Wealth Management
Virginia
$581K -$2.64K -105 -0.5%
RA
534
Ruggaard & Associates
Ohio
$581K -$8.29K -330 -1%
BL
535
BCWM LLC
Kansas
$580K +$10.8K +429 +2%
DFG
536
Delta Financial Group
New Jersey
$580K +$114K +4,536 +24%
MS
537
Madden Securities
Texas
$576K +$3.24K +129 +0.6%
AIM
538
Aspen Investment Management
Michigan
$572K -$1.81K -72 -0.3%
AIP
539
Almanack Investment Partners
Pennsylvania
$567K +$567K +22,593 New
LFG
540
Leverty Financial Group
Wisconsin
$564K +$278K +11,085 +97%
FTUS
541
Flow Traders U.S.
New York
$560K +$560K +22,296 New
VC
542
Vicus Capital
Pennsylvania
$545K +$151 +6 +0%
CFO
543
CVA Family Office
Colorado
$543K +$188K +7,497 +53%
GC
544
Grimes & Company
Massachusetts
$533K -$28.8K -1,149 -5%
CIBC Private Wealth Group
545
CIBC Private Wealth Group
Georgia
$531K +$301 +12 +0.1%
PRS
546
Pinkerton Retirement Specialists
Idaho
$530K -$295K -11,754 -36%
WPC
547
Wedmont Private Capital
Pennsylvania
$529K +$1.56K +63 +0.3%
BI
548
Berkeley Inc
Idaho
$524K -$37.1K -1,476 -7%
OPWM
549
Oakwell Private Wealth Management
Texas
$512K – – –
CNFG
550
Creegan & Nassoura Financial Group
New Hampshire
$511K -$7.53K -300 -1%
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