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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 %
WF
601
Williams Financial
Vermont
$377K -$828 -33 -0.2%
BAM
602
Bosun Asset Management
Illinois
$377K – – –
AIM
603
Acropolis Investment Management
Missouri
$377K -$75 -3 -0%
SPC
604
Sigma Planning Corp
Michigan
$376K -$744K -29,619 -66%
RPA
605
Rock Point Advisors
Vermont
$374K +$2.26K +90 +0.6%
WPA
606
West Paces Advisors
Georgia
$369K +$271K +10,800 +277%
PL
607
Plancorp LLC
Missouri
$365K +$226 +9 +0.1%
GG
608
Greenwood Gearhart
Arkansas
$363K -$9.72K -387 -3%
PAM
609
Peak Asset Management
Colorado
$360K – – –
PI
610
PFG Investments
New York
$359K +$42.3K +1,683 +13%
PAMG
611
Patton Albertson Miller Group
Tennessee
$356K +$151 +6 +0%
WPW
612
Watershed Private Wealth
Illinois
$350K -$325K -12,939 -48%
MIP
613
Marietta Investment Partners
Wisconsin
$348K +$22K +876 +7%
NB
614
NBT Bank
New York
$346K +$346K +13,764 New
GWAM
615
Guardian Wealth Advisors (Minnesota)
Minnesota
$345K +$19.3K +768 +6%
GJIA
616
Glass Jacobson Investment Advisors
Maryland
$344K +$15.5K +618 +5%
PFP
617
Pinnacle Financial Partners
Tennessee
$343K +$1.21K +48 +0.4%
MIA
618
MeadowBrook Investment Advisors
Michigan
$343K +$343K +13,644 New
PFS
619
Prospera Financial Services
Texas
$342K -$4.75K -189 -1%
MCP
620
Mirador Capital Partners
California
$342K +$342K +13,614 New
Empower Advisory Group
621
Empower Advisory Group
Colorado
$339K -$15.1K -600 -4%
SW
622
Simplicity Wealth
New Jersey
$339K +$339K +13,485 New
AP
623
Appleton Partners
Massachusetts
$338K +$1.21K +48 +0.4%
FWM
624
Fingerlakes Wealth Management
New York
$338K -$15.4K -612 -4%
RWM
625
RBA Wealth Management
California
$336K -$377 -15 -0.1%
23 24
25
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