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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

779 hedge funds and large institutions have $5.99B invested in Schwab US Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 280 increasing their positions, 326 reducing their positions, and 35 closing their positions.

Holders
779
Holders Change
+5
Holders Change %
+0.65%
% of All Funds
12.47%
Holding in Top 10
82
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.75%
% of All Funds
1.31%
New
57
Increased
280
Reduced
326
Closed
35
Calls
$801K
Puts
$75K
Net Calls
+$726K
Net Calls Change
-$888K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.21B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$230M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$106M
4
Morgan Stanley
4
Morgan Stanley
New York
$40.3M
5
SS
5
Simplicity Solutions
Minnesota
$10.7M

Top Sellers

1
BBA
1
BLB&B Advisors
Pennsylvania
$47.6M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$44.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$35.6M
4
Creative Planning
4
Creative Planning
Kansas
$710M
5
Ameriprise
5
Ameriprise
Minnesota
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWP
76
FAS Wealth Partners
Kansas
$12.1M +$63.5K +2,808 +0.5%
OWA
77
Opal Wealth Advisors
New York
$11.8M +$340K +15,033 +3%
HG
78
Harbor Group
New Hampshire
$11.8M -$187K -8,256 -2%
FNC
79
First National Corp
Massachusetts
$11.3M -$197K -8,715 -2%
OFG
80
Omega Financial Group
California
$11.3M +$762K +33,672 +7%
TSWM
81
Triangle Securities Wealth Management
North Carolina
$11.2M -$175K -7,740 -2%
SFA
82
Seneca Financial Advisors
New York
$11M -$321K -14,202 -3%
Goldman Sachs
83
Goldman Sachs
New York
$10.9M +$66.6K +2,943 +0.6%
LFG
84
Larson Financial Group
Missouri
$10.8M -$245K -10,848 -2%
BFG
85
Bleakley Financial Group
New Jersey
$10.7M +$706K +31,236 +7%
SS
86
Simplicity Solutions
Minnesota
$10.7M +$10.7M +474,327 New
HNW
87
High Note Wealth
Minnesota
$10.6M +$16.4K +723 +0.2%
KBFS
88
Kohmann Bosshard Financial Services
Ohio
$10.5M +$159K +7,008 +2%
MMA
89
Miracle Mile Advisors
California
$10.4M -$52.2K -2,307 -0.5%
Truist Financial
90
Truist Financial
North Carolina
$10.3M -$30.9K -1,368 -0.3%
IAS
91
IMA Advisory Services
Colorado
$10.3M +$32.1K +1,419 +0.3%
VNA
92
Valley National Advisers
Pennsylvania
$10.1M -$635K -28,197 -6%
AWMG
93
Alliance Wealth Management Group
New Jersey
$9.79M -$149K -6,600 -2%
TCM
94
Towercrest Capital Management
Pennsylvania
$9.79M -$149K -6,600 -2%
NFG
95
Northeast Financial Group
Pennsylvania
$9.73M -$74K -3,084 -0.8%
PWA
96
Pillar Wealth Advisors
Pennsylvania
$9.64M -$117K -5,190 -1%
PAI
97
Pittenger & Anderson Inc
Nebraska
$9.5M +$321K +14,187 +3%
JIC
98
Johnson Investment Counsel
Ohio
$9.47M -$646K -28,554 -6%
FTS
99
Fifth Third Securities
Ohio
$9.38M +$5.1M +225,591 +119%
MML Investors Services
100
MML Investors Services
Massachusetts
$9.28M -$204K -9,021 -2%
2 3
4
5 6