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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 %
CHA
251
Carmichael Hill & Associates
Maryland
$2.81M -$3.34K -141 -0.1%
PIAS
252
PCA Investment Advisory Services
Ohio
$2.8M -$109K -4,584 -4%
EW
253
Element Wealth
Mississippi
$2.79M -$8.95K -378 -0.3%
OFG
254
Orcam Financial Group
California
$2.79M +$3.84K +162 +0.1%
NIM
255
Nicollet Investment Management
Minnesota
$2.76M +$379K +15,993 +16%
BA
256
Bristlecone Advisors
Washington
$2.73M -$9.52K -402 -0.3%
FAG
257
Financial Advisory Group
Texas
$2.72M +$227K +9,594 +9%
Cetera Investment Advisers
258
Cetera Investment Advisers
Illinois
$2.71M -$11.4K -480 -0.4%
RDWM
259
Red Door Wealth Management
Tennessee
$2.71M -$813K -34,344 -23%
KF
260
Krilogy Financial
Missouri
$2.7M -$435K -18,354 -14%
CFS
261
CRA Financial Services
New Jersey
$2.53M +$76.1K +3,216 +3%
NA
262
NewEdge Advisors
Louisiana
$2.52M -$1.38M -58,101 -35%
WANY
263
Wealthspire Advisors (New York)
New York
$2.52M -$49.1K -2,073 -2%
RWA
264
River Wealth Advisors
Pennsylvania
$2.52M +$12.1K +513 +0.5%
TWM
265
Tradition Wealth Management
Minnesota
$2.48M -$10.5K -444 -0.4%
SAF
266
Smith Anglin Financial
Texas
$2.44M -$216K -9,105 -8%
MA
267
Mutual Advisors
Nebraska
$2.44M -$370K -15,612 -13%
UIA
268
Ulland Investment Advisors
Minnesota
$2.43M -$44.7K -1,890 -2%
CAG
269
Compass Advisory Group
New York
$2.38M -$55.1K -2,328 -2%
WP
270
WealthShield Partners
North Carolina
$2.33M +$49.3K +2,082 +2%
HA
271
HC Advisors
Georgia
$2.32M +$46.5K +1,965 +2%
BCWM
272
Bartlett & Co Wealth Management
Ohio
$2.28M +$70K +2,955 +3%
BC
273
Bartlett & Co
Ohio
$2.28M +$70K +2,955 +3%
JCIA
274
Jackson Creek Investment Advisors
Colorado
$2.26M -$2.63K -111 -0.1%
CFO
275
Collective Family Office
Pennsylvania
$2.25M +$341K +14,391 +18%
9 10
11
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