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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.

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

Top Sellers

1
BBA
BLB&B Advisors
Pennsylvania
$47.6M
2
HSA
HBK Sorce Advisory
Pennsylvania
$44.9M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$35.6M
4
Creative Planning
Creative Planning
Kansas
$710M
5
Ameriprise
Ameriprise
Minnesota
$54.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
126
Choreo LLC
Illinois
$7.01M +$7.01M +310,095 New
PA
127
Procyon Advisors
Connecticut
$6.96M +$176K +7,779 +3%
CMP
128
Courage Miller Partners
Virginia
$6.95M -$26.9K -1,188 -0.4%
NYLIM
129
New York Life Investment Management
New York
$6.91M -$2.17M -95,817 -24%
MWP
130
Meridian Wealth Partners
Pennsylvania
$6.88M -$79K -3,492 -1%
RRC
131
Relaxing Retirement Coach
Massachusetts
$6.86M -$56.8K -2,511 -0.8%
NCMW
132
Northern Capital Management (Washington)
Washington
$6.8M +$43.4K +1,917 +0.6%
VFIC
133
Valley Forge Investment Consultants
Pennsylvania
$6.73M -$25.2K -1,116 -0.4%
GG
134
Gleason Group
Kentucky
$6.66M -$1.69M -74,700 -20%
AWM
135
Avior Wealth Management
Nebraska
$6.64M +$222K +9,825 +3%
EE
136
EWG Elevate
California
$6.6M -$721K -31,881 -10%
SFWC
137
Strategic Family Wealth Counselors
New Jersey
$6.5M -$49.2K -2,175 -0.8%
GCA
138
Gradient Capital Advisors
California
$6.4M +$53.5K +2,364 +0.8%
AWM
139
Apollon Wealth Management
South Carolina
$6.38M +$3.6M +159,051 +129%
FCM
140
Fortis Capital Management
Washington
$6.37M +$1.18M +52,014 +23%
BFEC
141
Benjamin F. Edwards & Company
Missouri
$6.34M -$174K -7,710 -3%
BSW
142
Buckingham Strategic Wealth
Missouri
$6.28M – – –
CWM
143
Congress Wealth Management
Massachusetts
$6.2M +$146K +6,453 +2%
ECM
144
Exchange Capital Management
Michigan
$6.16M -$122K -5,385 -2%
DFA
145
DHJJ Financial Advisors
Illinois
$6.13M +$206K +9,090 +3%
RDIA
146
RE Dickinson Investment Advisors
Iowa
$6.12M -$2.83M -125,346 -32%
BDF
147
Black Diamond Financial
Maryland
$6.04M +$45.1K +1,995 +0.8%
HFS
148
Horizon Financial Services
North Carolina
$6.03M -$1.55M -68,676 -20%
JWBC
149
John W. Brooker & Co
California
$5.96M -$406 -18 -0%
CF
150
Cantor Fitzgerald
New York
$5.93M +$196K +8,682 +3%
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