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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

779 hedge funds and large institutions have $6.27B invested in Schwab US Mid-Cap ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 314 increasing their positions, 308 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
779
Holders Change
–
Holders Change %
0%
% of All Funds
12.29%
Holding in Top 10
78
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.88%
% of All Funds
1.23%
New
50
Increased
314
Reduced
308
Closed
43
Calls
$1.05M
Puts
$376K
Net Calls
+$670K
Net Calls Change
-$56K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$1.33B
2
MWM
Modera Wealth Management
New Jersey
$24.6M
3
Cerity Partners
Cerity Partners
New York
$86.7M
4
MGIA
Moneta Group Investment Advisors
Missouri
$124M
5
PCIA
Prime Capital Investment Advisors
Kansas
$124M

Top Sellers

1
MCC
Money Concepts Capital
Florida
$7.19M
2
Morgan Stanley
Morgan Stanley
New York
$23.8M
3
NFG
Nadler Financial Group
Illinois
$12.2M
4
Creative Planning
Creative Planning
Kansas
$729M
5
CAN
Cetera Advisor Networks
California
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOWM
226
Alpha Omega Wealth Management
Virginia
$3.49M -$15.1K -636 -0.4%
BBPWM
227
Blue Bell Private Wealth Management
Pennsylvania
$3.44M -$17.6K -744 -0.5%
UCFA
228
United Capital Financial Advisors
Texas
$3.44M -$414K -17,466 -11%
BBWP
229
Beacon Bridge Wealth Partners
Pennsylvania
$3.44M -$1.92M -80,955 -36%
CFG
230
Citizens Financial Group
Rhode Island
$3.42M +$41.9K +1,770 +1%
PMFA
231
Plante Moran Financial Advisors
Michigan
$3.42M -$106K -4,458 -3%
MAM
232
Marquette Asset Management
Minnesota
$3.36M -$127K -5,355 -4%
PA
233
Pinnacle Associates
New York
$3.33M +$489K +20,643 +17%
MAS
234
Madden Advisory Services
Florida
$3.32M +$56.9K +2,403 +2%
KAS
235
Kestra Advisory Services
Texas
$3.32M +$3.69K +156 +0.1%
RC
236
Roundview Capital
New Jersey
$3.24M -$51.9K -2,190 -2%
VBWMG
237
Von Berge Wealth Management Group
California
$3.23M +$13.3K +561 +0.4%
BBW
238
Blue Barn Wealth
Utah
$3.19M +$90.9K +3,840 +3%
GG
239
Gleason Group
Kentucky
$3.19M -$3.78M -159,615 -54%
LBC
240
Lowe Brockenbrough & Co
Virginia
$3.16M -$37.3K -1,575 -1%
PAG
241
Powers Advisory Group
Illinois
$3.14M +$88.1K +3,723 +3%
SFA
242
Souders Financial Advisors
Ohio
$3.11M -$43.2K -1,824 -1%
MG
243
Mather Group
Illinois
$3.1M -$6.96K -294 -0.2%
WSTAM
244
Wilbanks Smith & Thomas Asset Management
Virginia
$3.09M -$73.6K -3,108 -2%
ISWM
245
Independent Solutions Wealth Management
New York
$3.04M +$125K +5,259 +4%
PWMAG
246
Pinnacle Wealth Management Advisory Group
New Jersey
$3.03M +$482K +20,355 +19%
CCFM
247
Clear Creek Financial Management
Washington
$2.97M +$110K +4,638 +4%
FC
248
Forte Capital
New York
$2.96M +$115K +4,854 +4%
PWM
249
Perigon Wealth Management
California
$2.9M -$6.11K -258 -0.2%
ACA
250
Atlas Capital Advisors
Wyoming
$2.86M +$144K +6,078 +5%
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