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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 %
TPCW
801
TD Private Client Wealth
New York
$15.4K +$15.4K +615 New
IGWM
802
ICA Group Wealth Management
Colorado
$15.1K +$15.1K +600 New
CG
803
Cutler Group
California
$15K +$15K +600 New
HCM
804
Hollencrest Capital Management
California
$14.8K -$75 -3 -0.5%
EWA
805
EverSource Wealth Advisors
Alabama
$14.7K – – –
HGERS
806
Householder Group Estate & Retirement Specialist
Arizona
$14K -$745 -30 -5%
TAM
807
Tucker Asset Management
Colorado
$13.8K – – –
Qube Research & Technologies (QRT)
808
Qube Research & Technologies (QRT)
United Kingdom
$13.6K +$13.6K +540 New
MRCM
809
M&R Capital Management
New Jersey
$13.3K – – –
LPP
810
Life Planning Partners
Florida
$13K +$13K +519 New
BFPW
811
BOK Financial Private Wealth
Colorado
$12.5K – – –
FFA
812
Fairfield Financial Advisors
Massachusetts
$12.5K +$75 +3 +0.6%
JFG
813
JDM Financial Group
Texas
$12.1K – – –
ME
814
McIlrath & Eck
Washington
$9.94K -$1.58K -63 -14%
AEPWM
815
Atlantic Edge Private Wealth Management
Florida
$9.87K +$9.87K +393 New
TVAMP
816
Tennessee Valley Asset Management Partners
Tennessee
$9.64K +$9.64K +384 New
PIS
817
POM Investment Strategies
North Carolina
$9.42K +$9.42K +375 New
HCM
818
Horrell Capital Management
Arkansas
$9K – – –
FHA
819
First Horizon Advisors
Tennessee
$8.51K -$15.4K -615 -64%
AAP
820
Arax Advisory Partners
Colorado
$8.35K +$75 +3 +0.9%
RA
821
Rise Advisors
New York
$7.53K +$7.53K +300 New
AWM
822
Atticus Wealth Management
Florida
$7.47K -$6.04K -240 -45%
SL
823
Salomon & Ludwin
Virginia
$6.97K – – –
IFAM
824
Institutional & Family Asset Management
Colorado
$5.42K – – –
PIP
825
Peachtree Investment Partners
Florida
$5.39K +$75 +3 +1%
31 32
33
34 35