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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 %
AA
676
Ancora Advisors
Ohio
$252K +$75 +3 +0%
MCCP
677
Mission Creek Capital Partners
California
$251K – – –
HP
678
Holistic Planning
Texas
$250K +$250K +9,951 New
SCP
679
Stevens Capital Partners
Nebraska
$250K +$250K +9,942 New
National Bank of Canada
680
National Bank of Canada
Quebec, Canada
$248K – – –
LWM
681
Ledge Wealth Management
Minnesota
$248K +$829 +33 +0.3%
G
682
Gainplan
Michigan
$247K -$8.44K -336 -3%
IF
683
Intrua Financial
Texas
$244K -$41.1K -1,635 -14%
ONB
684
Old National Bancorp
Indiana
$239K -$57.5K -2,292 -19%
Betterment LLC
685
Betterment LLC
New York
$236K -$30.8K -1,224 -12%
CF
686
Centaurus Financial
California
$235K +$753 +30 +0.3%
AR
687
Apeiron RIA
Texas
$234K – – –
CSIC
688
Clifford Swan Investment Counsel
California
$233K -$1.43K -57 -0.6%
AC
689
AWM Capital
Arizona
$232K – – –
TW
690
TrinityPoint Wealth
Connecticut
$230K -$3.16K -126 -1%
SPL
691
Smart Portfolios LLC
Washington
$229K +$229K +9,210 New
GWM
692
Gray Wealth Management
Maine
$229K -$2.56K -102 -1%
FNBOMD
693
First National Bank of Mount Dora
Florida
$226K – – –
HCM
694
Hengehold Capital Management
Ohio
$223K +$151 +6 +0.1%
FA
695
FSA Advisors
Michigan
$223K +$223K +8,892 New
HI
696
Human Investing
Oregon
$221K +$221K +8,808 New
Bank of Montreal
697
Bank of Montreal
Ontario, Canada
$220K +$12.8K +504 +6%
TWM
698
Thrive Wealth Management
Pennsylvania
$216K +$216K +8,613 New
RWM
699
Revisor Wealth Management
Ohio
$215K +$215K +8,583 New
HIC
700
Hartline Investment Corp
Illinois
$214K -$45.3K -1,803 -17%
26 27
28
29 30