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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 %
NDSI
151
Newman Dignan & Sheerar Inc
Rhode Island
$5.9M -$22.3K -984 -0.4%
BAMG
152
Brand Asset Management Group
Missouri
$5.85M -$884K -39,105 -13%
M1FG
153
Mach-1 Financial Group
Arkansas
$5.77M +$5.77M +255 New
TLP
154
Trinity Legacy Partners
Texas
$5.76M -$214K -9,447 -4%
MCM
155
MAI Capital Management
Ohio
$5.75M -$794K -35,097 -12%
B
156
Bensler
Washington
$5.72M -$271K -12,000 -5%
Baird Financial Group
157
Baird Financial Group
Wisconsin
$5.68M -$2.6M -114,774 -31%
EL
158
Essex LLC
Illinois
$5.65M – – –
Lido Advisors
159
Lido Advisors
California
$5.63M +$4.7M +207,987 +507%
TYCC
160
Texas Yale Capital Corp
Florida
$5.58M +$12.9K +570 +0.2%
MA
161
MBA Advisors
Pennsylvania
$5.55M +$127K +5,598 +2%
MCC
162
Money Concepts Capital
Florida
$5.54M +$4.37M +1,108,341 +375%
Carson Wealth (CWM LLC)
163
Carson Wealth (CWM LLC)
Nebraska
$5.46M +$5.39M +238,278 +7,966%
LIM
164
Lathrop Investment Management
Arkansas
$5.45M -$156K -6,900 -3%
KCPG
165
Kavar Capital Partners Group
Kansas
$5.44M -$90.2K -3,987 -2%
AFP
166
Ausdal Financial Partners
Iowa
$5.43M -$157K -6,939 -3%
SPA
167
Sentinel Pension Advisors
Massachusetts
$5.35M +$1.2M +54,156 +29%
CA
168
Capital Advantage
California
$5.29M +$102K +4,575 +2%
JJBC
169
James J. Burns & Company
New York
$5.22M +$1.88M +82,929 +56%
AF
170
Allworth Financial
California
$5.14M -$149K -6,609 -3%
BBWP
171
Beacon Bridge Wealth Partners
Pennsylvania
$5.11M -$998K -44,127 -16%
PSP
172
Pacific Sage Partners
Washington
$5.11M -$54.7K -2,418 -1%
SFMG
173
Sage Financial Management Group
Virginia
$5.09M -$681K -30,102 -12%
MWM
174
Meridian Wealth Management
Kentucky
$5.08M +$79.9K +3,531 +2%
SA
175
Scarborough Advisors
Maryland
$5.03M -$86.4K -3,822 -2%
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7
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