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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.

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
1
Cerity Partners
New York
$145M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.59B
3
AWMS
3
Advocacy Wealth Management Services
Georgia
$26.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$51.1M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$120M

Top Sellers

1
HSA
1
HBK Sorce Advisory
Pennsylvania
$20.8M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$47.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$33.2M
4
Lido Advisors
4
Lido Advisors
California
$0
5
BCM
5
Brookstone Capital Management
Illinois
$4.64M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.59B 21,134,065 +641,494 +3%
Creative Planning
2
Creative Planning
Kansas
$773M 10,259,228 +25,791 +0.3%
HighTower Advisors
3
HighTower Advisors
Illinois
$274M 3,635,515 +59,301 +2%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$165M 2,190,208 -254,537 -10%
MGIA
5
Moneta Group Investment Advisors
Missouri
$150M 1,995,865 +154,062 +8%
Cerity Partners
6
Cerity Partners
New York
$145M 18,943,319 +17,766,110 +1,509%
PCIA
7
Prime Capital Investment Advisors
Kansas
$129M 1,718,778 +5,820 +0.3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$120M 1,586,559 +316,042 +25%
UBS Group
9
UBS Group
Switzerland
$118M 1,570,981 -37,437 -2%
AA
10
Advisory Alpha
Michigan
$115M 1,530,160 +47,415 +3%
LWMT
11
Legacy Wealth Management (Tennessee)
Tennessee
$106M 1,401,284 +30,241 +2%
JFG
12
JMG Financial Group
Illinois
$75.6M 1,003,645 +54,379 +6%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$72M 956,470 -59,669 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$55.4M 736,006 -21,192 -3%
LPL Financial
15
LPL Financial
California
$53.1M 704,723 -33,230 -5%
Ameriprise
16
Ameriprise
Minnesota
$51.9M 688,651 -91,019 -12%
Mariner
17
Mariner
Kansas
$51.1M 678,733 +4,391 +0.7%
Morgan Stanley
18
Morgan Stanley
New York
$51.1M 678,064 +343,156 +102%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$47.9M 635,622 -352,587 -36%
SFS
20
Summit Financial Strategies
Ohio
$45.7M 607,323 +21,030 +4%
RWM
21
RKL Wealth Management
Pennsylvania
$44.2M 587,211 -1,774 -0.3%
BPA
22
Beacon Pointe Advisors
California
$43M 571,417 -6,881 -1%
BBA
23
BLB&B Advisors
Pennsylvania
$42.4M 562,315 -43,274 -7%
HWA
24
HHM Wealth Advisors
Tennessee
$41.7M 553,938 -20,081 -3%
Mercer Global Advisors
25
Mercer Global Advisors
Colorado
$39.2M 519,919 -4,126 -0.8%
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