SCHM icon

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.

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

Top Sellers

1
BBA
BLB&B Advisors
Pennsylvania
$47.6M
2
HSA
HBK Sorce Advisory
Pennsylvania
$44.9M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$35.6M
4
Creative Planning
Creative Planning
Kansas
$710M
5
Ameriprise
Ameriprise
Minnesota
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
751
Cambridge Trust
Massachusetts
$10.2K – – –
HS
752
Horan Securities
United States
$8.48K – – –
HCM
753
Horrell Capital Management
Arkansas
$8K – – –
TCM
754
TD Capital Management
Tennessee
$5.81K +$68 +3 +1%
IHWM
755
Iron Horse Wealth Management
Iowa
$5.29K +$5.29K +234 New
MAWA
756
Moss Adams Wealth Advisors
Washington
$5.09K – – –
IFAM
757
Institutional & Family Asset Management
Colorado
$4.89K +$4.89K +216 New
PIP
758
Peachtree Investment Partners
Florida
$4.8K +$68 +3 +1%
GI
759
GS Investments
Minnesota
$4.73K – – –
BAM
760
Bellevue Asset Management
Washington
$4.61K – – –
GA
761
GoalVest Advisory
New York
$4.42K +$4.42K +195 New
CSWM
762
Cassady Schiller Wealth Management
Ohio
$4.07K +$136 +6 +3%
EL
763
EMFO LLC
Florida
$3.93K – – –
WC
764
Wealth CMT
New Jersey
$3K +$3K +144 New
JWM
765
Janiczek Wealth Management
Colorado
$2.62K – – –
HFS
766
Hantz Financial Services
Michigan
$2K -$61 -3 -3%
EK
767
Evensky & Katz
Florida
$2K – – –
CWP
768
Concord Wealth Partners
Virginia
$1.95K – – –
Russell Investments Group
769
Russell Investments Group
United Kingdom
$1.77K +$1.77K +78 New
DI
770
Disciplined Investments
Oklahoma
$1.76K – – –
AIC
771
Archer Investment Corporation
Indiana
$1.36K – – –
AssetMark Inc
772
AssetMark Inc
California
$1.29K -$9.23K -408 -88%
LCM
773
Logan Capital Management
Pennsylvania
$1.27K -$4.8K -216 -79%
HDIM
774
Hanson & Doremus Investment Management
Vermont
$1K – – –
JFA
775
JNBA Financial Advisors
Minnesota
$950 – – –
29 30
31
32 33