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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 %
PFA
176
Pure Financial Advisors
California
$4.99M -$35.5K -1,569 -0.7%
SWM
177
Sculati Wealth Management
Michigan
$4.99M -$76.1K -3,363 -2%
PVAMC
178
PPS&V Asset Management Consultants
Michigan
$4.95M +$44.2K +1,953 +0.9%
SDWMA
179
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.95M +$60.6K +2,679 +1%
CIA
180
Cape Investment Advisory
Georgia
$4.93M +$4.93M +218,151 New
LA
181
LexAurum Advisors
Kansas
$4.9M +$92.1K +4,074 +2%
NCM
182
Northwest Capital Management
Oregon
$4.88M -$42.4K -1,875 -0.9%
SAM
183
Smithbridge Asset Management
Pennsylvania
$4.77M +$35.8K +1,584 +0.8%
CCM
184
Colorado Capital Management
Colorado
$4.75M -$59.9K -2,649 -1%
FSWA
185
Financial Synergies Wealth Advisors
Texas
$4.74M -$10K -444 -0.2%
AWG
186
Altus Wealth Group
Colorado
$4.65M -$2.38K -105 -0.1%
PAG
187
Private Advisor Group
New Jersey
$4.62M +$226K +9,996 +5%
MTIC
188
Missouri Trust & Investment Company
Missouri
$4.6M +$517K +22,869 +13%
MAM
189
McCarthy Asset Management
California
$4.59M +$22.9K +1,011 +0.5%
HWA
190
Hilltop Wealth Advisors
North Carolina
$4.58M -$118K -5,202 -3%
BFG
191
Berger Financial Group
Minnesota
$4.56M -$7.44M -328,932 -62%
GCP
192
Gill Capital Partners
Colorado
$4.47M +$24K +1,062 +0.5%
MSFS
193
Main Street Financial Solutions
Pennsylvania
$4.43M +$44K +1,947 +1%
SS
194
Sunbelt Securities
Texas
$4.39M +$242K +10,878 +6%
CA
195
Clearstead Advisors
Ohio
$4.38M +$6.45K +285 +0.1%
Rockefeller Capital Management
196
Rockefeller Capital Management
New York
$4.37M -$378K -16,710 -8%
PTCG
197
Pring Turner Capital Group
California
$4.36M +$4.36M +192,651 New
CCM
198
Coldstream Capital Management
Washington
$4.33M +$86.6K +3,831 +2%
BP
199
Broadleaf Partners
Ohio
$4.31M +$416K +18,387 +11%
FIC
200
Family Investment Center
Missouri
$4.26M -$30.1K -1,332 -0.7%
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