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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
$1.21B
2
HighTower Advisors
HighTower Advisors
Illinois
$230M
3
MGIA
Moneta Group Investment Advisors
Missouri
$106M
4
Morgan Stanley
Morgan Stanley
New York
$40.3M
5
SS
Simplicity Solutions
Minnesota
$10.7M

Top Sellers

1
BBA
BLB&B Advisors
Pennsylvania
$47.6M
2
HSA
HBK Sorce Advisory
Pennsylvania
$44.9M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$35.6M
4
Creative Planning
Creative Planning
Kansas
$710M
5
Ameriprise
Ameriprise
Minnesota
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
651
Family Management
New York
$179K – – –
BAAM
652
Baker Avenue Asset Management
California
$169K – – –
SC
653
Slow Capital
California
$169K +$169K +7,461 New
CAL
654
Capital Advisors Ltd
Ohio
$164K +$34.1K +1,503 +26%
NG
655
NWK Group
California
$156K – – –
CCP
656
Carmel Capital Partners
California
$154K +$154K +6,825 New
AW
657
Avion Wealth
Texas
$153K +$65 +3 +0%
MA
658
Montag & Associates
Georgia
$150K – – –
NIC
659
Northwest Investment Counselors
Oregon
$134K +$271 +12 +0.2%
SWA
660
SOA Wealth Advisors
New York
$134K – – –
RDFA
661
Ritter Daniher Financial Advisory
Ohio
$133K – – –
DSC
662
Duncker Streett & Co
Missouri
$132K – – –
PK
663
Pflug Koory
Nebraska
$129K +$1.7K +75 +1%
FCT
664
First Community Trust
Iowa
$125K – – –
KSWA
665
Kathleen S. Wright Associates
Pennsylvania
$122K -$27.9K -1,233 -19%
Bessemer Group
666
Bessemer Group
New Jersey
$120K – – –
BONH
667
Bank of New Hampshire
New Hampshire
$116K – – –
TSW
668
Thompson Siegel & Walmsley
Virginia
$112K – – –
ACA
669
Aptus Capital Advisors
Alabama
$111K +$28.9K +1,278 +35%
RG
670
Retirement Group
California
$106K -$7K -309 -6%
KFI
671
Key Financial Inc
Pennsylvania
$105K – – –
FCA
672
FinTrust Capital Advisors
South Carolina
$102K – – –
RF
673
Robbins Farley
New Hampshire
$100K +$100K +4,422 New
KM
674
Kalos Management
Georgia
$99.8K -$4.07K -180 -4%
IRC
675
Investors Research Corp
Georgia
$98.3K – – –
25 26
27
28 29