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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 %
Lido Advisors
851
Lido Advisors
California
– -$22.4M -993,468 Closed
IAS
852
IMA Advisory Services
Colorado
– -$10.2M -450,000 Closed
NYLIM
853
New York Life Investment Management
New York
– -$6.49M -287,865 Closed
CF
854
Cantor Fitzgerald
New York
– -$5.67M -251,538 Closed
IAIM
855
International Assets Investment Management
Florida
– -$1.96M -108,360 Closed
PFC
856
Phocas Financial Corp
California
– -$1.01M -44,736 Closed
CI
857
CX Institutional
Indiana
– -$915K -40,551 Closed
Natixis Advisors
858
Natixis Advisors
Massachusetts
– -$849K -37,635 Closed
Renaissance Technologies
859
Renaissance Technologies
New York
– -$778K -34,500 Closed
FFA
860
First Foundation Advisors
California
– -$769K -34,071 Closed
FIA
861
Foundations Investment Advisors
Arizona
– -$339K -15,006 Closed
ECM
862
Evergreen Capital Management
Washington
– -$280K -12,414 Closed
EWM
863
Elmwood Wealth Management
California
– -$279K -12,378 Closed
PIA
864
Pinion Investment Advisors
Kansas
– -$251K -11,127 Closed
GM
865
GeoWealth Management
Illinois
– -$248K -10,989 Closed
KAS
866
KPP Advisory Services
Kentucky
– -$233K -10,320 Closed
KeyBank National Association
867
KeyBank National Association
Ohio
– -$208K -9,204 Closed
BAAM
868
Baker Avenue Asset Management
California
– -$169K -7,470 Closed
NIC
869
Northwest Investment Counselors
Oregon
– -$102K -4,536 Closed
PR
870
Payden & Rygel
California
– -$77K -3,390 Closed
SCA
871
Stonebridge Capital Advisors
Minnesota
– -$45.3K -2,010 Closed
Bessemer Group
872
Bessemer Group
New Jersey
– -$45K -1,992 Closed
WFA
873
WestHill Financial Advisors
California
– -$27.8K -1,233 Closed
AWM
874
Aspire Wealth Management
Massachusetts
– -$26.7K -1,182 Closed
CPA
875
Cardiff Park Advisors
California
– -$16.9K -750 Closed
32 33 34
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