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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 %
B
176
Birchbrook
Maine
$5.51M +$5.51M +219,351 New
LIM
177
Lathrop Investment Management
Arkansas
$5.46M -$483K -19,254 -8%
VFIC
178
Valley Forge Investment Consultants
Pennsylvania
$5.42M -$1.74M -69,462 -24%
AWG
179
Altus Wealth Group
Colorado
$5.39M -$51.6K -2,055 -0.9%
SWM
180
Sculati Wealth Management
Michigan
$5.38M -$72.2K -2,877 -1%
CIA
181
Cape Investment Advisory
Georgia
$5.31M -$67.9K -2,706 -1%
BP
182
Broadleaf Partners
Ohio
$5.26M -$26.8K -1,068 -0.5%
PAG
183
Private Advisor Group
New Jersey
$5.26M +$23.4K +933 +0.4%
Royal Bank of Canada
184
Royal Bank of Canada
Ontario, Canada
$5.25M +$1.39M +55,302 +36%
WAP
185
Wealthcare Advisory Partners
Pennsylvania
$5.23M +$912K +36,306 +21%
HWA
186
Hilltop Wealth Advisors
North Carolina
$5.17M +$27.8K +1,107 +0.5%
GCP
187
Gill Capital Partners
Colorado
$5.12M +$219K +8,742 +4%
H
188
HoyleCohen
California
$5.08M +$533K +21,225 +12%
CWM
189
Congress Wealth Management
Massachusetts
$4.98M -$129K -5,124 -3%
OFS
190
OneAscent Financial Services
Alabama
$4.97M -$24.2K -963 -0.5%
B
191
Bensler
Washington
$4.96M -$509K -20,265 -9%
VA
192
Valmark Advisers
Ohio
$4.9M +$134K +5,319 +3%
MTIC
193
Missouri Trust & Investment Company
Missouri
$4.85M +$155K +6,192 +3%
SOS
194
Silver Oak Securities
Tennessee
$4.8M +$777K +30,963 +19%
FIC
195
Family Investment Center
Missouri
$4.77M +$109K +4,329 +2%
BCM
196
Brookstone Capital Management
Illinois
$4.64M -$20.9M -831,321 -82%
FSWA
197
Financial Synergies Wealth Advisors
Texas
$4.59M -$508K -23,235 -10%
LBC
198
Lowe Brockenbrough & Co
Virginia
$4.59M +$1.23M +49,059 +37%
GVAG
199
Great Valley Advisor Group
Delaware
$4.52M -$13.6K -543 -0.3%
MAM
200
McCarthy Asset Management
California
$4.45M -$119K -4,722 -3%
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