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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 %
VWA
626
Visionary Wealth Advisors
Illinois
$335K -$22.6K -900 -6%
AFTS
627
American Financial & Tax Strategies
New York
$333K +$333K +12,033 New
FRA
628
Frank Rimerman Advisors
California
$330K – – –
AWE
629
Avidian Wealth Enterprises
Texas
$328K -$106K -4,230 -24%
PWMG
630
Prestige Wealth Management Group
New Jersey
$328K – – –
MSS
631
Mitchell Sinkler & Starr
Pennsylvania
$327K +$327K +13,005 New
HCA
632
Harbour Capital Advisors
Virginia
$325K – – –
AF
633
Advisornet Financial
Minnesota
$324K -$98.8K -3,936 -23%
FFA
634
Fortune Financial Advisors
Kansas
$320K -$36.8K -1,464 -10%
LAIC
635
Lederer & Associates Investment Counsel
California
$320K +$9.71K +387 +3%
TC
636
Telemus Capital
Michigan
$317K +$6.03K +240 +2%
HNB
637
Huntington National Bank
Ohio
$316K -$319K – –
BB
638
Busey Bank
Illinois
$312K – – –
SWM
639
Stockman Wealth Management
Montana
$310K +$20.5K +816 +7%
FCM
640
Firestone Capital Management
Florida
$310K +$17.2K +687 +6%
HWM
641
Heirloom Wealth Management
Colorado
$310K -$76.9K -3,063 -20%
HL
642
HeadInvest LLC
Maine
$307K – – –
CIAS
643
Capital Investment Advisory Services
North Carolina
$305K +$40.4K +1,608 +15%
PB
644
Pinnacle Bancorp
Nebraska
$305K +$305K +12,141 New
HIM
645
Harbour Investment Management
Washington
$304K +$6.18K +246 +2%
KWS
646
Keystone Wealth Services
California
$304K -$1.21K -48 -0.4%
BW
647
BIP Wealth
Georgia
$304K -$1.88K -75 -0.6%
TC
648
Tenret Company
Florida
$301K +$301K +12,006 New
AFG
649
Albion Financial Group
Utah
$300K -$527 -21 -0.2%
TWP
650
Total Wealth Planning
Ohio
$299K -$20.6K -822 -6%
24 25
26
27 28