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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.

New
Increased
Maintained
Reduced
Closed
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
Cerity Partners
New York
$145M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.59B
3
AWMS
Advocacy Wealth Management Services
Georgia
$26.9M
4
Morgan Stanley
Morgan Stanley
New York
$51.1M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$120M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
$20.8M
2
RJFSA
Raymond James Financial Services Advisors
Florida
$47.9M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$33.2M
4
Lido Advisors
Lido Advisors
California
$0
5
BCM
Brookstone Capital Management
Illinois
$4.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFP
151
Ausdal Financial Partners
Iowa
$6.57M +$221K +8,790 +3%
NDSI
152
Newman Dignan & Sheerar Inc
Rhode Island
$6.54M +$4.44K +177 +0.1%
JWBC
153
John W. Brooker & Co
California
$6.46M -$9.11K -363 -0.1%
CCFM
154
Clear Creek Financial Management
Washington
$6.42M +$1.66M +65,964 +35%
ECM
155
Exchange Capital Management
Michigan
$6.37M -$124K -4,929 -2%
CA
156
Capital Advantage
California
$6.21M +$150K +5,970 +2%
AF
157
Allworth Financial
California
$6.13M +$601K +23,955 +11%
SDWMA
158
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.11M +$376K +14,958 +7%
MWM
159
Meridian Wealth Management
Kentucky
$6.02M -$6.11M -243,468 -50%
WT
160
Whittier Trust
California
$6M +$5.48M +218,334 +1,064%
VAMG
161
Voisard Asset Management Group
Michigan
$5.89M +$5.89M +234,678 New
MMA
162
Miracle Mile Advisors
California
$5.86M -$1.4M -55,857 -19%
CCM
163
Colorado Capital Management
Colorado
$5.83M +$384K +15,276 +7%
NCM
164
Northwest Capital Management
Oregon
$5.81M +$411K +16,374 +8%
LA
165
LexAurum Advisors
Kansas
$5.81M +$211K +8,397 +4%
EE
166
EWG Elevate
California
$5.81M -$243K -9,681 -4%
CA
167
Clearstead Advisors
Ohio
$5.8M -$4.76M -189,399 -45%
SS
168
Sunbelt Securities
Texas
$5.78M +$182K +7,239 +3%
PVAMC
169
PPS&V Asset Management Consultants
Michigan
$5.76M +$442K +17,613 +8%
AMM
170
American Money Management
California
$5.76M +$858K +34,161 +18%
SA
171
Scarborough Advisors
Maryland
$5.75M +$96K +3,825 +2%
MSFS
172
Main Street Financial Solutions
Pennsylvania
$5.75M +$207K +8,238 +4%
PFA
173
Pure Financial Advisors
California
$5.71M +$406K +16,179 +8%
MBI
174
May Barnhard Investments
Maryland
$5.7M +$5.7M +226,854 New
JJBC
175
James J. Burns & Company
New York
$5.59M -$26.3K -1,047 -0.5%
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