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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
+$136M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$48.3M
3
AWMS
Advocacy Wealth Management Services
Georgia
+$26.9M
4
Morgan Stanley
Morgan Stanley
New York
+$25.8M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$23.8M

Top Sellers

1
HSA
HBK Sorce Advisory
Pennsylvania
-$34.2M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$26.6M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$22.9M
4
Lido Advisors
Lido Advisors
California
-$22.4M
5
BCM
Brookstone Capital Management
Illinois
-$20.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRA
201
Clear Rock Advisors
Texas
$4.44M +$4.44M +175,512 New
PWA
202
Peterson Wealth Advisors
Utah
$4.43M -$572K -22,764 -11%
LNC
203
Lincoln National Corp
Pennsylvania
$4.39M +$1.65M +65,589 +60%
ACA
204
Affinity Capital Advisors
California
$4.28M -$808K -32,172 -16%
Envestnet Portfolio Solutions
205
Envestnet Portfolio Solutions
Illinois
$4.27M +$1.6M +63,534 +60%
TYCC
206
Texas Yale Capital Corp
Florida
$4.27M -$7.91K -315 -0.2%
JWS
207
Juncture Wealth Strategies
Arizona
$4.25M +$2.38M +94,944 +128%
CCWA
208
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.22M -$66K -2,628 -2%
WFAG
209
Wescott Financial Advisory Group
Pennsylvania
$4.18M -$70.3K -2,802 -2%
AWA
210
Acorn Wealth Advisors
Michigan
$4.15M -$461K -18,348 -10%
GG
211
Gleason Group
Kentucky
$4.12M +$323K +12,849 +9%
BBWP
212
Beacon Bridge Wealth Partners
Pennsylvania
$4.07M -$18K -717 -0.4%
Stifel Financial
213
Stifel Financial
Missouri
$4.05M -$42.1K -1,677 -1%
MA
214
Mutual Advisors
Nebraska
$4.03M +$588K +23,415 +17%
MCM
215
Mengis Capital Management
Oregon
$3.99M +$54.7K +2,178 +1%
ACM
216
Arcataur Capital Management
Wisconsin
$3.88M -$14.3K -570 -0.4%
WMG
217
WESCAP Management Group
California
$3.87M -$60.6K -2,415 -2%
SF
218
Safeguard Financial
Wisconsin
$3.81M -$18.2K -723 -0.5%
EFG
219
Everhart Financial Group
Ohio
$3.79M -$137K -5,472 -4%
CWA
220
Carolina Wealth Advisors
South Carolina
$3.76M -$49.8K -1,983 -1%
SCM
221
Steele Capital Management
Iowa
$3.75M +$3.75M +149,229 New
ISWM
222
Independent Solutions Wealth Management
New York
$3.74M +$76.6K +3,051 +2%
AOWM
223
Alpha Omega Wealth Management
Virginia
$3.7M -$75K -2,988 -2%
FVWA
224
Foster Victor Wealth Advisors
South Carolina
$3.7M +$3.7M +148,908 New
KAS
225
Kestra Advisory Services
Texas
$3.66M +$90.9K +3,621 +3%
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