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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 %
CPIG
101
Chicago Partners Investment Group
Illinois
$8.85M +$720K +31,965 +9%
DAS
102
Dynamic Advisor Solutions
Arizona
$8.79M +$6.04M +267,261 +220%
BAM
103
Berkshire Asset Management
Pennsylvania
$8.78M +$38.9K +1,719 +0.4%
SJIM
104
St. Johns Investment Management
Florida
$8.77M +$174K +7,695 +2%
SIG
105
Spinnaker Investment Group
California
$8.76M +$142K +6,291 +2%
ACA
106
Affinity Capital Advisors
California
$8.4M -$1.17M -51,825 -12%
PFM
107
Peak Financial Management
Massachusetts
$8.32M +$18.1K +801 +0.2%
VFPW
108
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.27M +$8.27M +365,670 New
CCA
109
Clearwater Capital Advisors
Illinois
$8.24M -$114K -5,022 -1%
RWP
110
Revolve Wealth Partners
New Jersey
$8.11M -$3.78M -166,992 -32%
TPW
111
Tiller Private Wealth
Pennsylvania
$8.1M +$116K +5,151 +1%
NSAM
112
North Star Asset Management
Wisconsin
$7.98M -$187K -8,289 -2%
ATWA
113
Arbor Trust Wealth Advisors
Michigan
$7.89M -$57.1K -2,526 -0.7%
LCC
114
Lincoln Capital Corp
Rhode Island
$7.81M -$10.2K -450 -0.1%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$7.79M +$3.08M +136,347 +65%
HWM
116
HB Wealth Management
Georgia
$7.56M -$357K -15,795 -5%
SC
117
Savant Capital
Illinois
$7.47M -$1.96M -86,736 -21%
AAS
118
Ameritas Advisory Services
Nebraska
$7.45M -$4.09M -180,936 -35%
AIM
119
Anchor Investment Management
South Carolina
$7.42M +$96.5K +4,266 +1%
LF
120
Lee Financial
Texas
$7.31M -$70.4K -3,111 -1%
WTC
121
WhitTier Trust Company
Nevada
$7.25M +$20.8K +918 +0.3%
RWA
122
Rainsberger Wealth Advisors
Colorado
$7.16M +$60.8K +2,688 +0.9%
SWA
123
Sightline Wealth Advisors
Connecticut
$7.16M -$89.8K -3,972 -1%
CAM
124
Cresset Asset Management
Illinois
$7.07M +$40K +1,767 +0.6%
FANJ
125
Financial Architects (New Jersey)
New Jersey
$7.05M +$309K +13,641 +5%
3 4
5
6 7