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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 %
NSIM
776
North Star Investment Management
Illinois
$39.1K +$39.1K +1,557 New
ITIM
777
Indiana Trust & Investment Management
Indiana
$38.4K – – –
GWM
778
Guardian Wealth Management
Illinois
$38.4K +$75 +3 +0.2%
Fifth Third Bancorp
779
Fifth Third Bancorp
Ohio
$36.5K – – –
HR
780
Howe & Rusling
New York
$32.6K +$2.34K +93 +8%
Citigroup
781
Citigroup
New York
$32.5K -$46.5K -1,851 -59%
ASN
782
Advisory Services Network
Georgia
$31.7K +$31.7K +1,263 New
GCM
783
Gables Capital Management
Florida
$29.5K – – –
BCM
784
Blume Capital Management
California
$26.4K – – –
EWM
785
EPG Wealth Management
Georgia
$24.7K – – –
TC
786
Truvestments Capital
Florida
$24.7K – – –
HIA
787
Harbor Investment Advisory
Maryland
$24.6K -$4.22K -168 -15%
HPC
788
HM Payson & Co
Maine
$22.5K -$29.8K -1,188 -57%
BBHC
789
Brown Brothers Harriman & Co
New York
$21.8K – – –
CAS
790
Coppell Advisory Solutions
Texas
$20.5K +$15.1K +600 +278%
WT
791
Washington Trust
Rhode Island
$20.4K – – –
MFA
792
McClarren Financial Advisors
Pennsylvania
$19K +$154 +6 +0.8%
SVCP
793
Silicon Valley Capital Partners
California
$18.7K +$150 +6 +0.8%
CT
794
Clearstead Trust
Maine
$18.2K – – –
NSG
795
Nalls Sherbakoff Group
Tennessee
$18.1K +$75 +3 +0.4%
NS
796
NBC Securities
Alabama
$18K -$21.2K -888 -54%
VWM
797
Valley Wealth Managers
New Jersey
$16.5K -$1.43K -57 -8%
HBW
798
Hazlett, Burt & Watson
West Virginia
$16K – – –
MSG
799
Main Street Group
Virginia
$15.8K +$15.8K +627 New
RFG
800
REAP Financial Group
Texas
$15.7K +$15.7K +627 New
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