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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.

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 %
FMB
776
Field & Main Bank
Kentucky
$882 – – –
GWSG
777
GPS Wealth Strategies Group
Colorado
$679 +$679 +30 New
AWA
778
Alaska Wealth Advisors
Alaska
$204 +$204 +9 New
PWM
779
Provident Wealth Management
Tennessee
$68 – – –
Susquehanna International Group
780
Susquehanna International Group
Pennsylvania
– -$1.63M -74,655 Closed
Renaissance Technologies
781
Renaissance Technologies
New York
– -$755K -34,500 Closed
OWM
782
Opes Wealth Management
California
– -$737K -33,681 Closed
MFG
783
Merit Financial Group
Georgia
– -$636K -29,082 Closed
HHRDM
784
H&H Retirement Design & Management
Nevada
– -$561K -24,033 Closed
CGFA
785
Colton Groome Financial Advisors
North Carolina
– -$470K -21,498 Closed
EFS
786
Econ Financial Services
Pennsylvania
– -$469K -21,456 Closed
ACM
787
Argent Capital Management
Missouri
– -$386K -17,631 Closed
PWM
788
Praetorian Wealth Management
California
– -$355K -16,245 Closed
CCM
789
Crew Capital Management
Ohio
– -$345K -15,768 Closed
RWA
790
Redmont Wealth Advisors
Illinois
– -$328K -15,000 Closed
ODIJL
791
One Day In July LLC
Vermont
– -$227K -10,389 Closed
FVWA
792
Foster Victor Wealth Advisors
South Carolina
– -$202K -9,018 Closed
BL
793
Balentine LLC
Georgia
– -$104K -4,761 Closed
EARNEST Partners
794
EARNEST Partners
Georgia
– -$90.2K -4,125 Closed
USCWA
795
U.S. Capital Wealth Advisors
Texas
– -$48.7K -2,226 Closed
DWP
796
Destiny Wealth Partners
Florida
– -$38.6K -1,767 Closed
CWM
797
Cranbrook Wealth Management
Michigan
– -$36.7K -1,677 Closed
Qube Research & Technologies (QRT)
798
Qube Research & Technologies (QRT)
United Kingdom
– -$27.7K -1,266 Closed
MWM
799
MinichMacGregor Wealth Management
New York
– -$25.1K -1,149 Closed
GT
800
Glenmede Trust
Pennsylvania
– -$24.9K -1,140 Closed
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