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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 %
HIF
551
Hill Island Financial
Michigan
$511K – – –
GAM
552
Garrison Asset Management
Arkansas
$502K +$52.2K +2,079 +12%
HI
553
Hendershot Investments
Virginia
$501K +$21.5K +858 +4%
SCM
554
Stordahl Capital Management
Colorado
$497K -$13.3K -531 -3%
WSWA
555
Warren Street Wealth Advisors
California
$495K -$41.7K -1,662 -8%
APW
556
Aurora Private Wealth
New Jersey
$494K -$4.45K -177 -0.9%
OPA
557
Old Port Advisors
Maine
$489K -$87.4K -3,480 -15%
FRA
558
Front Row Advisors
California
$489K -$44.9K -1,788 -8%
TCM
559
Twele Capital Management
Minnesota
$483K -$1.43K -57 -0.3%
APSI
560
Asset Planning Services Inc
Louisiana
$482K -$7.54K -300 -2%
Comerica Bank
561
Comerica Bank
Texas
$476K +$282K +11,229 +145%
EWM
562
Empirical Wealth Management
Washington
$474K -$56.4K -2,247 -11%
LFP
563
Leeward Financial Partners
Washington
$473K +$473K +18,831 New
RIA
564
Regal Investment Advisors
Michigan
$467K +$95.9K +3,819 +26%
WDL
565
Well Done LLC
Michigan
$467K – – –
HTC
566
Haverford Trust Company
Pennsylvania
$465K – – –
MCM
567
Mitchell Capital Management
Kansas
$464K -$399K -15,888 -46%
MWM
568
MBE Wealth Management
Wisconsin
$459K -$1.13K -45 -0.2%
CAG
569
Curtis Advisory Group
California
$454K -$19.3K -768 -4%
FCI
570
Financial Counselors Inc
Kansas
$450K +$7.53K +300 +2%
BF
571
Brogan Financial
Tennessee
$450K +$111K +4,404 +33%
PI
572
Pachira Investments
California
$446K +$2.11K +84 +0.5%
FPAS
573
Focus Partners Advisor Solutions
Missouri
$438K +$49.1K +1,956 +13%
RCA
574
Reitz Capital Advisors
Michigan
$438K +$105K +4,167 +31%
CWM
575
Castle Wealth Management
Florida
$437K – – –
21 22
23
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