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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 %
PNC Financial Services Group
551
PNC Financial Services Group
Pennsylvania
$375K +$54.8K +2,421 +17%
TC
552
Telemus Capital
Michigan
$374K -$3.12K -138 -0.8%
SWM
553
Stockman Wealth Management
Montana
$372K -$3.94K -174 -1%
CIS
554
Continental Investors Services
Washington
$371K +$475 +21 +0.1%
BF
555
Blankinship & Foster
California
$369K +$950 +42 +0.3%
LAIC
556
Lederer & Associates Investment Counsel
California
$368K -$10.9K -480 -3%
ACA
557
Aspire Capital Advisors
Washington
$362K -$426K -18,819 -54%
CFGSD
558
Compass Financial Group (South Dakota)
South Dakota
$358K +$24.3K +1,074 +7%
FPAS
559
Focus Partners Advisor Solutions
Missouri
$358K -$487K -21,549 -58%
TFP
560
Tilia Fiduciary Partners
North Carolina
$357K +$8.96K +396 +3%
BFG
561
Bouchey Financial Group
New York
$356K – – –
AF
562
Advisornet Financial
Minnesota
$355K +$51K +2,253 +17%
M&T Bank
563
M&T Bank
New York
$352K +$352K +15,555 New
PFO
564
Pathstone Family Office
New Jersey
$350K +$350K +15,456 New
RPA
565
Rock Point Advisors
Vermont
$344K -$679 -30 -0.2%
CF
566
Centaurus Financial
California
$344K +$81K +3,582 +31%
AIM
567
Acropolis Investment Management
Missouri
$339K – – –
BAM
568
Bosun Asset Management
Illinois
$339K – – –
PFS
569
Prospera Financial Services
Texas
$338K -$11.2K -492 -3%
BA
570
Ballast Advisors
Minnesota
$336K -$19.3K -855 -5%
CCB
571
Country Club Bank
Missouri
$333K -$86.7K -3,900 -21%
BAM
572
Belpointe Asset Management
Nevada
$329K -$13.6K -600 -4%
VWA
573
Visionary Wealth Advisors
Illinois
$329K -$6.38K -282 -2%
PL
574
Plancorp LLC
Missouri
$328K +$136 +6 +0%
AP
575
Appleton Partners
Massachusetts
$325K -$26.8K -1,188 -8%
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