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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 %
PWA
201
Peterson Wealth Advisors
Utah
$4.21M +$113K +5,004 +3%
WFAG
202
Wescott Financial Advisory Group
Pennsylvania
$4.17M -$70.2K -3,105 -2%
AMM
203
American Money Management
California
$4.14M +$616K +27,234 +17%
VA
204
Valmark Advisers
Ohio
$4.06M +$334K +14,748 +9%
CCWA
205
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4M -$59.4K -2,625 -1%
TW
206
Transform Wealth
Colorado
$3.96M +$1.95M +86,145 +97%
AWA
207
Acorn Wealth Advisors
Michigan
$3.96M +$6.31K +279 +0.2%
NRI
208
NFP Retirement Inc
California
$3.95M +$371K +16,422 +10%
EFG
209
Everhart Financial Group
Ohio
$3.93M -$28.4K -1,257 -0.7%
GVAG
210
Great Valley Advisor Group
Delaware
$3.88M +$142K +6,288 +4%
Stifel Financial
211
Stifel Financial
Missouri
$3.81M +$182K +8,043 +5%
BSAM
212
Blue Square Asset Management
New York
$3.81M +$132K +5,853 +4%
YIA
213
YHB Investment Advisors
Connecticut
$3.79M +$105K +4,653 +3%
WMG
214
WESCAP Management Group
California
$3.78M -$446K -19,728 -11%
Royal Bank of Canada
215
Royal Bank of Canada
Ontario, Canada
$3.77M +$422K +18,654 +13%
UCFA
216
United Capital Financial Advisors
Texas
$3.68M -$252K -11,133 -6%
NA
217
NewEdge Advisors
Louisiana
$3.64M +$429K +19,413 +13%
CWA
218
Carolina Wealth Advisors
South Carolina
$3.62M -$37.5K -1,656 -1%
RWM
219
Reston Wealth Management
Virginia
$3.58M +$45.8K +2,025 +1%
Northern Trust
220
Northern Trust
Illinois
$3.5M +$942K +41,664 +37%
MCM
221
Mengis Capital Management
Oregon
$3.49M +$28.7K +1,269 +0.8%
AFO
222
Arrowroot Family Office
California
$3.48M +$3.48M +153,675 New
PWA
223
Providence Wealth Advisors
Illinois
$3.37M -$127K -5,610 -4%
RDWM
224
Red Door Wealth Management
Tennessee
$3.37M -$1.36M -60,273 -29%
PMFA
225
Plante Moran Financial Advisors
Michigan
$3.36M -$15K -663 -0.4%
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