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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 %
TCM
101
Towercrest Capital Management
Pennsylvania
$10.6M +$119K +4,743 +1%
AWMG
102
Alliance Wealth Management Group
New Jersey
$10.5M +$10.5M +420,003 New
CMP
103
Courage Miller Partners
Virginia
$10.2M +$430K +17,127 +4%
SIG
104
Spinnaker Investment Group
California
$10M -$91.2K -3,633 -0.9%
SJIM
105
St. Johns Investment Management
Florida
$9.98M -$128K -5,085 -1%
PSP
106
Pacific Sage Partners
Washington
$9.9M +$675K +26,874 +7%
WTC
107
WhitTier Trust Company
Nevada
$9.54M +$1.41M +56,052 +17%
CCA
108
Clearwater Capital Advisors
Illinois
$9.42M +$179K +7,146 +2%
BIG
109
Bush Investment Group
Georgia
$9.35M +$9.35M +376,059 New
PFM
110
Peak Financial Management
Massachusetts
$9.24M -$139K -5,556 -1%
ATWA
111
Arbor Trust Wealth Advisors
Michigan
$9.24M +$216K +8,595 +2%
PWA
112
Pillar Wealth Advisors
Pennsylvania
$9.21M -$771K -30,693 -8%
NSAM
113
North Star Asset Management
Wisconsin
$9.16M +$106K +4,212 +1%
TPW
114
Tiller Private Wealth
Pennsylvania
$9.07M +$41K +1,635 +0.5%
CKAIS
115
Christensen King & Associates Investment Services
Washington
$8.87M +$8.87M +353,448 New
NFG
116
Nadler Financial Group
Illinois
$8.87M +$91K +3,624 +1%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$8.79M +$131K +5,223 +2%
LCC
118
Lincoln Capital Corp
Rhode Island
$8.6M +$52.3K +2,082 +0.6%
LF
119
Lee Financial
Texas
$8.53M +$482K +19,203 +6%
SF
120
Schaeffer Financial
Maryland
$8.45M +$8.45M +336,606 New
HWM
121
HB Wealth Management
Georgia
$8.33M -$18.6K -741 -0.2%
FCM
122
Fortis Capital Management
Washington
$8.29M +$118K +4,713 +1%
AIM
123
Anchor Investment Management
South Carolina
$8.17M +$21.7K +864 +0.3%
SWA
124
Sightline Wealth Advisors
Connecticut
$8.14M +$154K +6,150 +2%
PIMG
125
Patriot Investment Management Group
Tennessee
$8.12M -$126K -5,007 -2%
3 4
5
6 7