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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 %
APW
826
Atlantic Private Wealth
North Carolina
$5.34K – – –
GI
827
GS Investments
Minnesota
$5.25K – – –
BAM
828
Bellevue Asset Management
Washington
$5.12K – – –
EL
829
EMFO LLC
Florida
$4.42K +$75 +3 +2%
CPG
830
Cornerstone Planning Group
New Jersey
$3.99K – – –
BGAI
831
Bruce G. Allen Investments
Colorado
$3.47K +$3.47K +138 New
SIS
832
Sound Income Strategies
Florida
$3.24K -$32.2K -1,284 -91%
CJ
833
Caitlin John
Michigan
$2.86K +$2.86K +114 New
VAG
834
VisionPoint Advisory Group
Texas
$2.26K -$56K -2,232 -96%
EK
835
Evensky & Katz
Florida
$2K – – –
HFS
836
Hantz Financial Services
Michigan
$2K – – –
Russell Investments Group
837
Russell Investments Group
United Kingdom
$1.99K – – –
AIC
838
Archer Investment Corporation
Indiana
$1.51K – – –
JFA
839
JNBA Financial Advisors
Minnesota
$1.06K – – –
HDIM
840
Hanson & Doremus Investment Management
Vermont
$1K – – –
NC
841
NewSquare Capital
Pennsylvania
$904 -$3.01K -120 -77%
AWM
842
Abound Wealth Management
Tennessee
$813 – – –
GWSG
843
GPS Wealth Strategies Group
Colorado
$753 – – –
DWM
844
Dogwood Wealth Management
Kansas
$695 +$695 +27 New
VWA
845
Valued Wealth Advisors
Utah
$685 +$685 +30 New
BNP Paribas Financial Markets
846
BNP Paribas Financial Markets
France
$452 +$452 +18 New
First Manhattan
847
First Manhattan
New York
$376 +$376 +15 New
AWM
848
Able Wealth Management
New Jersey
$248 +$248 +9 New
AWA
849
Alaska Wealth Advisors
Alaska
$226 – – –
HWP
850
Highline Wealth Partners
California
$151 – – –
32 33
34
35 36