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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 %
TPA
601
Trivium Point Advisory
Connecticut
$290K +$30.4K +1,344 +12%
PIM
602
Penobscot Investment Management
Massachusetts
$289K -$20.4K -900 -7%
RFA
603
Resurgent Financial Advisors
Georgia
$285K -$20.3K -897 -7%
EWM
604
Elmwood Wealth Management
California
$282K -$27.1K -1,200 -9%
KWS
605
Keystone Wealth Services
California
$282K -$12.1K -537 -4%
BB
606
Busey Bank
Illinois
$281K -$204 -9 -0.1%
BWA
607
Bordeaux Wealth Advisors
California
$280K +$280K +12,357 New
VPIM
608
Vanguard Personalized Indexing Management
California
$278K +$278K +12,270 New
HL
609
HeadInvest LLC
Maine
$276K – – –
TC
610
Tenret Company
Florida
$272K – – –
LBA
611
Lowell Blake & Associates
Massachusetts
$271K – – –
RFC
612
Regions Financial Corp
Alabama
$269K +$1.76K +78 +0.7%
ACM
613
Armbruster Capital Management
New York
$266K -$1.02K -45 -0.4%
FCM
614
Firestone Capital Management
Florida
$262K +$20.4K +903 +8%
HIM
615
Harbour Investment Management
Washington
$262K – – –
BF
616
Brogan Financial
Tennessee
$260K +$16.2K +717 +7%
RBCM
617
Raub Brock Capital Management
California
$259K -$3.19K -141 -1%
CIAS
618
Capital Investment Advisory Services
North Carolina
$258K -$56.1K -2,478 -18%
HIC
619
Hartline Investment Corp
Illinois
$257K – – –
KFS
620
Kaizen Financial Strategies
California
$257K +$950 +42 +0.4%
OSAM
621
O'Shaughnessy Asset Management
Connecticut
$256K +$91.1K +4,029 +55%
SIS
622
Strategic Investment Solutions
Illinois
$254K +$271 +12 +0.1%
Empower Advisory Group
623
Empower Advisory Group
Colorado
$250K +$250K +11,076 New
G
624
Gainplan
Michigan
$246K -$18.1K -801 -7%
SSB
625
Sandy Spring Bank
Maryland
$238K +$84.5K +3,735 +55%
23 24
25
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