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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 %
JFGIW
576
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$436K +$4.9K +195 +1%
CIS
577
Continental Investors Services
Washington
$435K +$678 +27 +0.2%
IAA
578
Independent Advisor Alliance
North Carolina
$430K -$22.3K -888 -5%
HT
579
Heritage Trust
Oklahoma
$429K – – –
CG
580
Caprock Group
Idaho
$427K +$85.6K +3,411 +25%
CIC
581
Carnegie Investment Counsel
Ohio
$422K +$10.2K +408 +2%
IPWA
582
International Private Wealth Advisors
California
$418K +$418K +16,662 New
ACA
583
Aspire Capital Advisors
Washington
$409K +$753 +30 +0.2%
DBRC
584
D.B. Root & Company
Pennsylvania
$406K -$22.2K -885 -5%
EL
585
EWA LLC
Pennsylvania
$404K -$806K -32,232 -67%
HC
586
Hamilton Capital
Ohio
$404K +$404K +16,098 New
TFP
587
Tilia Fiduciary Partners
North Carolina
$403K +$7.83K +312 +2%
M&T Bank
588
M&T Bank
New York
$398K +$52.7K +2,100 +15%
SIMC
589
Squire Investment Management Company
Utah
$398K +$398K +15,849 New
BFG
590
Bouchey Financial Group
New York
$395K – – –
TWM
591
Triton Wealth Management
Arizona
$394K -$5.93K -243 -1%
ACM
592
Argent Capital Management
Missouri
$394K +$394K +15,702 New
KPWS
593
Kestra Private Wealth Services
Texas
$389K +$29.1K +1,161 +8%
PFGIA
594
Patriot Financial Group Insurance Agency
Massachusetts
$389K +$828 +33 +0.2%
CCB
595
Country Club Bank
Missouri
$386K +$5.77K +228 +2%
WKSWA
596
White Knight Strategic Wealth Advisors
New Jersey
$385K -$249K -9,900 -39%
William Blair & Company
597
William Blair & Company
Illinois
$382K +$124K +4,950 +48%
MCM
598
Mendel Capital Management
Arkansas
$381K +$19.7K +783 +5%
CFB
599
Cullen/Frost Bankers
Texas
$379K -$379K -15,099 -50%
PWM
600
Praetorian Wealth Management
California
$379K +$379K +15,096 New
22 23
24
25 26