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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.

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 %
LFG
76
Larson Financial Group
Missouri
$12.7M +$1.1M +43,653 +9%
HG
77
Harbor Group
New Hampshire
$12.6M -$132K -5,244 -1%
FC
78
Financial Consulate
Maryland
$12.6M -$9.07M -361,107 -42%
OWA
79
Opal Wealth Advisors
New York
$12.6M -$306K -12,171 -2%
CPIG
80
Chicago Partners Investment Group
Illinois
$12.6M +$1.3M +52,689 +12%
Goldman Sachs
81
Goldman Sachs
New York
$12.5M +$429K +17,082 +4%
PAI
82
Pittenger & Anderson Inc
Nebraska
$12.4M -$45.6K -1,815 -0.4%
KBFS
83
Kohmann Bosshard Financial Services
Ohio
$12.3M -$189K -7,545 -2%
OFG
84
Omega Financial Group
California
$12.2M -$148K -5,907 -1%
TSWM
85
Triangle Securities Wealth Management
North Carolina
$12.1M -$41.5K -1,653 -0.3%
HNW
86
High Note Wealth
Minnesota
$12.1M +$223K +8,883 +2%
BSAM
87
Blue Square Asset Management
New York
$12M +$2.89M +115,107 +32%
JIC
88
Johnson Investment Counsel
Ohio
$12M +$29.1K +1,158 +0.2%
LIM
89
Leavell Investment Management
Alabama
$12M -$335K -13,356 -3%
Osaic Holdings
90
Osaic Holdings
Arizona
$12M -$2.21M -87,978 -16%
EL
91
Essex LLC
Illinois
$11.9M +$4.11M +163,677 +53%
MIA
92
Milestone Investment Advisors
Wisconsin
$11.7M -$655K -26,076 -5%
TLP
93
Trinity Legacy Partners
Texas
$11.6M +$1.58M +62,880 +16%
MML Investors Services
94
MML Investors Services
Massachusetts
$11.5M +$357K +14,232 +3%
SFA
95
Seneca Financial Advisors
New York
$11.5M -$91.2K -3,633 -0.8%
KCPG
96
Kavar Capital Partners Group
Kansas
$11.3M +$6.05M +241,098 +115%
FTS
97
Fifth Third Securities
Ohio
$10.9M +$297K +11,817 +3%
VNA
98
Valley National Advisers
Pennsylvania
$10.9M +$77.8K +3,099 +0.7%
VFPW
99
Vantage Financial Partners (Wisconsin)
Wisconsin
$10.8M +$1.33M +53,172 +14%
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
$10.8M -$1.32M -52,710 -11%
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4
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