SCHM icon

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.

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
1
Financial Engines Advisors
California
$1.21B
2
HighTower Advisors
2
HighTower Advisors
Illinois
$230M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$106M
4
NFW
4
Noble Family Wealth
Florida
$22.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$40.3M

Top Sellers

1
BBA
1
BLB&B Advisors
Pennsylvania
$47.6M
2
HSA
2
HBK Sorce Advisory
Pennsylvania
$44.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$35.6M
4
Creative Planning
4
Creative Planning
Kansas
$710M
5
Ameriprise
5
Ameriprise
Minnesota
$54.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.21B 17,837,252 +1,073,616 +6%
Creative Planning
2
Creative Planning
Kansas
$710M 10,469,112 -294,677 -3%
HighTower Advisors
3
HighTower Advisors
Illinois
$230M 3,385,586 +435,368 +15%
PCIA
4
Prime Capital Investment Advisors
Kansas
$111M 1,630,424 -80,904 -5%
UBS Group
5
UBS Group
Switzerland
$110M 1,620,214 -35,166 -2%
MGIA
6
Moneta Group Investment Advisors
Missouri
$106M 1,565,301 +389,418 +33%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$91M 1,341,183 -2,867 -0.2%
AA
8
Advisory Alpha
Michigan
$88.3M 1,301,026 -72,776 -5%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$84.1M 1,240,038 -46,853 -4%
GI
10
Gradient Investments
Minnesota
$68M 1,001,869 -27,636 -3%
JFG
11
JMG Financial Group
Illinois
$68M 1,001,573 -13,391 -1%
Cerity Partners
12
Cerity Partners
New York
$67.7M 977,641 +14,224 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$65.9M 971,944 +8,841 +0.9%
FFA
14
Fragasso Financial Advisors
Pennsylvania
$65.4M 963,205 +16,932 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$63.6M 937,504 -27,129 -3%
AWS
16
AJ Wealth Strategies
New York
$56.6M 834,498 +30,214 +4%
Ameriprise
17
Ameriprise
Minnesota
$54.2M 798,684 -259,224 -25%
OIA
18
OneDigital Investment Advisors
Kansas
$50.5M 744,624 -141,581 -16%
BBA
19
BLB&B Advisors
Pennsylvania
$47.6M 701,165 -793,818 -53%
LPL Financial
20
LPL Financial
California
$46.5M 685,785 +32,475 +5%
HSA
21
HBK Sorce Advisory
Pennsylvania
$44.9M 662,429 -645,833 -49%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$43.5M 641,189 -45,059 -7%
Mariner
23
Mariner
Kansas
$41.7M 614,807 -5,867 -0.9%
Morgan Stanley
24
Morgan Stanley
New York
$40.3M 593,398 +203,156 +52%
RWM
25
RKL Wealth Management
Pennsylvania
$39.5M 581,890 +356 +0.1%
1
2 3 4 5