SCHM icon

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 %
TC
701
TownSquare Capital
Utah
$214K +$214K +8,505 New
BA
702
Ballast Advisors
Minnesota
$213K -$75.7K -3,015 -26%
FMWA
703
Forvis Mazars Wealth Advisors
Missouri
$211K +$211K +8,421 New
LCM
704
Liberty Capital Management
Michigan
$211K +$211K +8,400 New
WCFA
705
Walkner Condon Financial Advisors
Wisconsin
$209K +$209K +8,322 New
AFA
706
American Financial Advisors
Georgia
$208K +$208K +8,271 New
TBWA
707
Three Bridge Wealth Advisors
California
$207K -$41K -1,635 -17%
FCBT
708
First Citizens Bank & Trust
North Carolina
$207K +$207K +8,232 New
KFA
709
Kelleher Financial Advisors
New York
$205K +$205K +8,175 New
WC
710
Waterloo Capital
Texas
$204K -$200K -7,953 -49%
NCM
711
Next Capital Management
New York
$203K +$203K +8,082 New
SI
712
Shaker Investments
Ohio
$202K +$202K +8,049 New
BFG
713
Beacon Financial Group
Texas
$202K +$202K +8,034 New
ACA
714
Aptus Capital Advisors
Alabama
$201K +$85.8K +3,417 +74%
FMN
715
Financial Management Network
California
$201K +$201K +8,202 New
VBFP
716
Valtinson Bruner Financial Planning
Minnesota
$200K +$200K +7,971 New
FM
717
Family Management
New York
$198K – – –
RIM
718
Rockbridge Investment Management
New York
$190K +$190K +7,566 New
TRCT
719
Tower Research Capital (TRC)
New York
$189K +$189K +7,524 New
SWA
720
SOA Wealth Advisors
New York
$184K – – –
DF
721
DecisionPoint Financial
Arizona
$183K +$183K +7,305 New
FFA
722
Farther Finance Advisors
California
$178K +$56.9K +2,268 +47%
AW
723
Avion Wealth
Texas
$177K – – –
CPG
724
Custom Portfolio Group
Colorado
$167K +$167K +6,747 New
MA
725
Montag & Associates
Georgia
$167K – – –
27 28
29
30 31