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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 %
TBWA
626
Three Bridge Wealth Advisors
California
$235K +$204 +9 +0.1%
BJL
627
Brighton Jones LLC
Washington
$234K -$457K -20,226 -66%
ACA
628
Ascension Capital Advisors
Texas
$234K – – –
EWP
629
Elevation Wealth Partners
California
$234K +$234K +10,326 New
Bank of Montreal
630
Bank of Montreal
Ontario, Canada
$232K -$20.8K -921 -8%
AA
631
Ancora Advisors
Ohio
$227K +$68 +3 +0%
MCCP
632
Mission Creek Capital Partners
California
$226K – – –
MPW
633
MGO Private Wealth
California
$226K +$226K +9,984 New
MA
634
MONECO Advisors
Connecticut
$226K -$39.3K -1,737 -15%
Fifth Third Bancorp
635
Fifth Third Bancorp
Ohio
$225K – – –
EWA
636
EP Wealth Advisors
California
$223K +$40.7K +6,255 +22%
KPWS
637
Kestra Private Wealth Services
Texas
$222K +$222K +9,819 New
BWP
638
BSW Wealth Partners
Colorado
$220K -$7.06K -312 -3%
LWM
639
Ledge Wealth Management
Minnesota
$212K -$17.6K -780 -8%
LFAS
640
Level Four Advisory Services
Texas
$212K +$212K +9,354 New
OIA
641
Optimum Investment Advisors
Illinois
$210K +$1.9K +84 +0.9%
TW
642
TrinityPoint Wealth
Connecticut
$210K +$68 +3 +0%
CSIC
643
Clifford Swan Investment Counsel
California
$209K +$136 +6 +0.1%
AC
644
AWM Capital
Arizona
$209K +$209K +9,252 New
AR
645
Apeiron RIA
Texas
$209K – – –
GWM
646
Gray Wealth Management
Maine
$208K -$47.5K -2,100 -19%
FNBOMD
647
First National Bank of Mount Dora
Florida
$206K +$206K +9,090 New
TF
648
TIAA FSB
Florida
$203K +$203K +8,958 New
BCM
649
Becker Capital Management
Oregon
$202K +$202K +8,940 New
HCM
650
Hengehold Capital Management
Ohio
$201K +$201K +8,898 New
24 25
26
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