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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 %
VPIM
651
Vanguard Personalized Indexing Management
California
$298K -$9.64K -384 -3%
AT
652
American Trust
Kentucky
$297K -$19.4K -771 -6%
ACM
653
Armbruster Capital Management
New York
$297K – – –
PIM
654
Penobscot Investment Management
Massachusetts
$292K -$17.3K -690 -6%
RBCM
655
Raub Brock Capital Management
California
$292K +$1.36K +54 +0.5%
FWS
656
FinDec Wealth Services
California
$289K +$3.47K +138 +1%
RFC
657
Regions Financial Corp
Alabama
$289K -$2.41K -96 -0.8%
GA
658
Goldstein Advisors
Wisconsin
$289K +$16.8K +669 +6%
KFS
659
Kaizen Financial Strategies
California
$288K +$1.36K +54 +0.5%
WCF
660
West Coast Financial
California
$286K – – –
OSAM
661
O'Shaughnessy Asset Management
Connecticut
$284K -$54.1K -2,154 -16%
SIS
662
Strategic Investment Solutions
Illinois
$283K -$17.5M -699,120 -98%
RFA
663
Resurgent Financial Advisors
Georgia
$282K -$13.4K -534 -5%
Bank of New York Mellon
664
Bank of New York Mellon
New York
$278K -$291K -11,601 -51%
RA
665
RFG Advisory
Alabama
$275K -$3.46K -138 -1%
VCA
666
Verdence Capital Advisors
Maryland
$273K +$75 +3 +0%
UW
667
Unique Wealth
Florida
$269K – – –
ZIM
668
Zacks Investment Management
Illinois
$266K -$54.9K -2,187 -17%
CCA
669
Clarity Capital Advisors
Florida
$260K +$260K +10,341 New
ACA
670
Ascension Capital Advisors
Texas
$259K – – –
SSB
671
Sandy Spring Bank
Maryland
$258K +$452 +18 +0.2%
CAL
672
Capital Advisors Ltd
Ohio
$258K +$42.2K +1,677 +20%
PAM
673
Palisade Asset Management
Minnesota
$256K +$256K +10,212 New
WF
674
WoodTrust Financial
Wisconsin
$255K +$255K +10,140 New
OIA
675
Optimum Investment Advisors
Illinois
$253K +$10.2K +405 +4%
25 26
27
28 29