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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.

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

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
$20.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$47.9M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$33.2M
4
Lido Advisors
Lido Advisors
California
$0
5
BCM
Brookstone Capital Management
Illinois
$4.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
GBT
751
Grove Bank & Trust
Florida
$76.1K – – –
CMP
752
Coston McIsaac & Partners
Maine
$76K – – –
MBFW
753
Morton Brown Family Wealth
Pennsylvania
$72.3K +$72.3K +2,880 New
ADL
754
Asset Dedication LLC
California
$72K +$3.29K +132 +5%
IPW
755
Impact Partnership Wealth
Georgia
$69.9K -$6.25K -249 -8%
RG
756
Retirement Group
California
$69.1K +$226 +9 +0.3%
AA
757
Addison Advisors
Vermont
$67.3K – – –
MIM
758
Macroview Investment Management
Maryland
$66K +$2.49K +99 +4%
CP
759
Castleview Partners
Texas
$63.7K +$50.7K +2,019 +389%
SC
760
Stephens Consulting
Michigan
$63.5K +$1.36K +54 +2%
BTI
761
Blue Trust Inc
Georgia
$63K – – –
GWS
762
Glassman Wealth Services
Virginia
$60.5K – – –
M
763
MOTCO
Texas
$60.3K – – –
HC
764
Hoese & Co
Minnesota
$55.7K – – –
AAMA
765
Advanced Asset Management Advisors
Ohio
$55.1K +$301 +12 +0.5%
LWA
766
Lowe Wealth Advisors
Maryland
$53.3K +$53.3K +2,124 New
CIM
767
Contravisory Investment Management
Massachusetts
$50.9K – – –
PCA
768
Providence Capital Advisors
North Carolina
$48.2K -$22.4K -894 -32%
AC
769
AlphaCore Capital
California
$45.9K -$2.41K -96 -5%
PO
770
Private Ocean
California
$45.1K +$4.07K +162 +10%
GWSA
771
Global Wealth Strategies & Associates
Colorado
$43.2K – – –
JHCP
772
Jackson Hole Capital Partners
Oklahoma
$41.4K – – –
KSWA
773
Kathleen S. Wright Associates
Pennsylvania
$40.6K -$100K -3,993 -71%
MWM
774
Mascoma Wealth Management
New Hampshire
$39.3K – – –
GWM
775
Geneos Wealth Management
Colorado
$39.2K – – –
29 30
31
32 33