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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

849 hedge funds and large institutions have $7B invested in Schwab US Mid-Cap ETF in 2023 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 304 increasing their positions, 323 reducing their positions, and 30 closing their positions.

Holders
849
Holders Change
+76
Holders Change %
+9.83%
% of All Funds
12.45%
Holding in Top 10
88
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.64%
% of All Funds
1.29%
New
116
Increased
304
Reduced
323
Closed
30
Calls
$625K
Puts
$233K
Net Calls
+$392K
Net Calls Change
-$785K

Top Buyers

1
Cerity Partners
1
Cerity Partners
New York
$145M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.59B
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$26.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$51.1M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$120M

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$20.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$47.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$33.2M
4
Lido Advisors
4
Lido Advisors
California
$0
5
BCM
5
Brookstone Capital Management
Illinois
$4.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
NOI
51
Newton One Investments
Delaware
$17.1M +$715K +28,491 +4%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$17M -$195K -7,755 -1%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$16.8M -$467K -18,597 -3%
TPI
54
Trust Point Inc
Wisconsin
$16.6M +$16.6M +661,551 New
BSB
55
Bangor Savings Bank
Maine
$16.5M +$31.9K +1,272 +0.2%
Jones Financial Companies
56
Jones Financial Companies
Missouri
$16.3M +$280K +11,148 +2%
RCM
57
Richardson Capital Management
Wisconsin
$16M +$16M +441 New
NFG
58
Northeast Financial Group
Pennsylvania
$15.7M +$1.76M +70,143 +13%
MFGP
59
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.6M +$103K +4,101 +0.7%
MI
60
Moneywise Inc
Virginia
$15.5M -$2.46M -98,112 -14%
DP
61
Denver PWM
Colorado
$15.4M +$2.75M +112,626 +22%
LFS
62
Lutz Financial Services
Nebraska
$15.3M +$1.56M +62,238 +11%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$14.9M +$13.1M +523,119 +755%
BFG
64
Bleakley Financial Group
New Jersey
$14.8M +$714K +28,437 +5%
SS
65
Simplicity Solutions
Minnesota
$14.8M +$718K +28,599 +5%
AMG
66
Asset Management Group
Connecticut
$14.6M -$108K -4,305 -0.7%
Wells Fargo
67
Wells Fargo
California
$14.2M -$4.11M -163,797 -22%
AAIM
68
Asset Advisors Investment Management
Georgia
$14M -$358K -14,277 -2%
SC
69
Savant Capital
Illinois
$13.9M -$944K -37,611 -6%
CFMC
70
Curbstone Financial Management Corp
New Hampshire
$13.8M -$24.1K -960 -0.2%
FWP
71
FAS Wealth Partners
Kansas
$13.4M +$90.8K +3,615 +0.7%
RJA
72
Raymond James & Associates
Florida
$13.3M -$4.57M -181,836 -26%
FFN
73
Focus Financial Network
Minnesota
$12.9M -$1.93M -76,677 -13%
FNC
74
First National Corp
Massachusetts
$12.8M -$234K -9,324 -2%
BAM
75
Berkshire Asset Management
Pennsylvania
$12.7M +$1.76M +70,281 +16%
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