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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.

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
1
Financial Engines Advisors
California
$1.21B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$230M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$106M
4
Morgan Stanley
4
Morgan Stanley
New York
$40.3M
5
SS
5
Simplicity Solutions
Minnesota
$10.7M

Top Sellers

1
BBA
1
BLB&B Advisors
Pennsylvania
$47.6M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$44.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$35.6M
4
Creative Planning
4
Creative Planning
Kansas
$710M
5
Ameriprise
5
Ameriprise
Minnesota
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
51
BerganKDV Wealth Management
Minnesota
$17.1M +$91.3K +4,035 +0.5%
RJA
52
Raymond James & Associates
Florida
$16.1M -$2.51M -110,883 -13%
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$16.1M -$919K -40,644 -5%
Wells Fargo
54
Wells Fargo
California
$15.9M -$422K -18,669 -3%
Corient Private Wealth
55
Corient Private Wealth
Florida
$15.8M +$7.15M +315,996 +82%
EWA
56
Exencial Wealth Advisors
Oklahoma
$15.8M +$987K +43,620 +7%
DP
57
Denver PWM
Colorado
$15.7M +$822K +36,984 +6%
BSB
58
Bangor Savings Bank
Maine
$15.3M -$364K -16,083 -2%
SFG
59
Sage Financial Group
Pennsylvania
$14.4M +$1.72M +75,936 +14%
NOI
60
Newton One Investments
Delaware
$14.3M -$160K -7,080 -1%
Jones Financial Companies
61
Jones Financial Companies
Missouri
$14.2M -$941K -41,601 -6%
MFGP
62
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.2M -$624K -27,591 -4%
JPMPWA
63
J.P. Morgan Private Wealth Advisors
California
$14M +$810K +35,799 +6%
AMG
64
Asset Management Group
Connecticut
$13.5M -$39K -1,725 -0.3%
AAIM
65
Asset Advisors Investment Management
Georgia
$13.3M -$123K -5,427 -0.9%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$13.2M +$73.1K +3,234 +0.6%
FFN
67
Focus Financial Network
Minnesota
$13M +$15.3K +675 +0.1%
MIA
68
Milestone Investment Advisors
Wisconsin
$13M -$288K -12,750 -2%
IA
69
IFP Advisors
Florida
$13M +$73.3K +3,999 +0.6%
LFS
70
Lutz Financial Services
Nebraska
$12.6M +$792K +35,001 +7%
PIMG
71
Patriot Investment Management Group
Tennessee
$12.6M -$43.1K -1,905 -0.3%
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
$12.5M +$1.48M +65,307 +13%
CFMC
73
Curbstone Financial Management Corp
New Hampshire
$12.4M +$126K +5,580 +1%
Bank of America
74
Bank of America
North Carolina
$12.3M +$169K +7,494 +1%
LIM
75
Leavell Investment Management
Alabama
$12.2M -$59.3K -2,622 -0.5%
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