SCHM icon

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.

New
Increased
Maintained
Reduced
Closed
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
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 %
GWANC
726
Guardian Wealth Advisors (North Carolina)
North Carolina
$156K +$85.8K +3,417 +122%
PK
727
Pflug Koory
Nebraska
$143K – – –
DSC
728
Duncker Streett & Co
Missouri
$136K – – –
RDFA
729
Ritter Daniher Financial Advisory
Ohio
$132K – – –
NG
730
NWK Group
California
$131K – – –
BONH
731
Bank of New Hampshire
New Hampshire
$128K – – –
DCM
732
Davis Capital Management
Florida
$125K +$125K +4,998 New
TSW
733
Thompson Siegel & Walmsley
Virginia
$124K – – –
RF
734
Robbins Farley
New Hampshire
$121K +$3.16K +126 +3%
GI
735
Gradient Investments
Minnesota
$121K -$50.7K -2,019 -30%
KFI
736
Key Financial Inc
Pennsylvania
$117K – – –
AssetMark Inc
737
AssetMark Inc
California
$116K +$98.7K +3,933 +558%
FG
738
Fairman Group
Pennsylvania
$115K +$115K +4,581 New
EA
739
Evolution Advisers
Virginia
$105K +$105K +4,191 New
S
740
SignatureFD
Georgia
$103K – – –
FCA
741
FinTrust Capital Advisors
South Carolina
$101K +$75 +3 +0.1%
OP
742
ORG Partners
Indiana
$97.2K +$97.2K +3,870 New
FCT
743
First Community Trust
Iowa
$96K -$42.9K -1,710 -31%
OC
744
Oakworth Capital
Alabama
$91.2K – – –
BFO
745
Biltmore Family Office
North Carolina
$90.5K -$9.87K -393 -10%
BEI
746
Benjamin Edwards Inc
Missouri
$87K +$10.4K +414 +14%
IRC
747
Investors Research Corp
Georgia
$83.5K – – –
BF
748
BOK Financial
Oklahoma
$82.4K +$82.4K +3,282 New
OA
749
Operose Advisors
Wisconsin
$80.6K +$452 +18 +0.6%
OHWP
750
Oak Harbor Wealth Partners
North Carolina
$78K +$36.2K +1,443 +87%
28 29
30
31 32