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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 %
National Bank of Canada
676
National Bank of Canada
Quebec, Canada
$94.8K +$84.8K +3,834 +852%
AWM
677
Abound Wealth Management
Tennessee
$93.7K – – –
S
678
SignatureFD
Georgia
$92.8K +$271 +12 +0.3%
HPC
679
HM Payson & Co
Maine
$85.7K +$85.7K +3,786 New
GWANC
680
Guardian Wealth Advisors (North Carolina)
North Carolina
$83.1K +$543 +24 +0.7%
MFA
681
McClarren Financial Advisors
Pennsylvania
$83K -$202 -9 -0.2%
OC
682
Oakworth Capital
Alabama
$82.2K – – –
TCWA
683
Ten Capital Wealth Advisors
Washington
$79.7K – – –
PR
684
Payden & Rygel
California
$77K – – –
OA
685
Operose Advisors
Wisconsin
$71.7K +$14.7K +648 +26%
ADL
686
Asset Dedication LLC
California
$70K +$21.9K +975 +46%
CMP
687
Coston McIsaac & Partners
Maine
$69K – – –
GBT
688
Grove Bank & Trust
Florida
$68.5K – – –
GWM
689
GSB Wealth Management
Connecticut
$61.8K +$61.8K +2,829 New
AA
690
Addison Advisors
Vermont
$60.7K – – –
GFWA
691
Grey Fox Wealth Advisors
Delaware
$56.6K +$204 +9 +0.4%
MIM
692
Macroview Investment Management
Maryland
$56.5K +$204 +9 +0.4%
HC
693
Hoese & Co
Minnesota
$56K – – –
SC
694
Stephens Consulting
Michigan
$54.8K – – –
M
695
MOTCO
Texas
$54.3K -$10.5K -465 -16%
WP
696
WealthPLAN Partners
Nebraska
$51K +$51K +2,253 New
FFL
697
Financial Freedom LLC
Ohio
$49.8K +$136 +6 +0.3%
AAMA
698
Advanced Asset Management Advisors
Ohio
$49K +$204 +9 +0.4%
AC
699
AlphaCore Capital
California
$43.5K +$19.9K +879 +84%
HR
700
Howe & Rusling
New York
$42.5K -$7.19K -318 -14%
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