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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
1
Cerity Partners
New York
$145M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.59B
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$26.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$51.1M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$120M

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$20.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$47.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$33.2M
4
Lido Advisors
4
Lido Advisors
California
$0
5
BCM
5
Brookstone Capital Management
Illinois
$4.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
876
TD Capital Management
Tennessee
– -$16.8K -747 Closed
GA
877
GoalVest Advisory
New York
– -$11.7K -516 Closed
MAWA
878
Moss Adams Wealth Advisors
Washington
– -$3.92K -174 Closed
JWM
879
Janiczek Wealth Management
Colorado
– -$2.65K -117 Closed
LCM
880
Logan Capital Management
Pennsylvania
– -$45 -3 Closed
32 33 34 35
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