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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 %
WF
576
Williams Financial
Vermont
$325K +$1.09K +48 +0.3%
HNB
577
Huntington National Bank
Ohio
$320K -$309K – –
PFA
578
Pinnacle Family Advisors
Missouri
$319K -$45.4K -2,007 -12%
TI
579
Trexquant Investment
Connecticut
$318K +$318K +14,055 New
RSWM
580
Robertson Stephens Wealth Management
California
$316K +$1.36K +60 +0.4%
RWM
581
Revisor Wealth Management
Ohio
$315K +$315K +13,947 New
WAM
582
Worth Asset Management
Texas
$315K +$315K +13,908 +92,720%
GG
583
Greenwood Gearhart
Arkansas
$314K -$25.8K -1,140 -8%
RWM
584
RBA Wealth Management
California
$308K -$6.18K -273 -2%
PAM
585
Peak Asset Management
Colorado
$308K – – –
MIP
586
Marietta Investment Partners
Wisconsin
$307K +$7.53K +333 +3%
LFG
587
Leverty Financial Group
Wisconsin
$306K -$37.8K -1,671 -11%
PFP
588
Pinnacle Financial Partners
Tennessee
$306K +$814 +36 +0.3%
GWAM
589
Guardian Wealth Advisors (Minnesota)
Minnesota
$300K +$8.28K +366 +3%
BW
590
BIP Wealth
Georgia
$298K +$298K +13,167 New
FRA
591
Frank Rimerman Advisors
California
$297K – – –
PIA
592
Pinion Investment Advisors
Kansas
$296K -$9.51K -420 -3%
RPGK
593
Retirement Planning Group (Kansas)
Kansas
$296K +$296K +13,083 New
PWMG
594
Prestige Wealth Management Group
New Jersey
$296K -$67.8K -2,997 -19%
CFO
595
CVA Family Office
Colorado
$295K -$60.2K -2,661 -17%
IF
596
Intrua Financial
Texas
$294K -$12.4K -564 -4%
ZIM
597
Zacks Investment Management
Illinois
$294K -$8.21K -363 -3%
SCA
598
Stillwater Capital Advisors
Pennsylvania
$292K – – –
TWP
599
Total Wealth Planning
Ohio
$292K +$271 +12 +0.1%
AFG
600
Albion Financial Group
Utah
$291K -$81.4K -3,597 -22%
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