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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 %
LNC
276
Lincoln National Corp
Pennsylvania
$2.23M +$556K +23,475 +33%
SFG
277
Sunburst Financial Group
Alabama
$2.22M +$73.7K +3,111 +3%
JWS
278
Juncture Wealth Strategies
Arizona
$2.22M +$271K +11,466 +14%
IWM
279
IHT Wealth Management
Illinois
$2.21M -$62.5K -2,640 -3%
LCM
280
Leisure Capital Management
California
$2.19M -$27.8K -1,176 -1%
PFT
281
Providence First Trust
Arizona
$2.19M -$38.8K -1,638 -2%
AC
282
Abbrea Capital
California
$2.11M -$71K -3,000 -3%
CFA
283
Cahill Financial Advisors
Minnesota
$2.08M -$55.6K -2,349 -3%
SWM
284
SeaCrest Wealth Management
New York
$2.07M -$10.2K -432 -0.5%
LHEI
285
Leo H. Evart Inc
California
$2.07M -$40.8K -1,722 -2%
JPLA
286
Joseph P. Lucia & Associates
New York
$2.06M -$92.2K -3,894 -4%
Northern Trust
287
Northern Trust
Illinois
$2.05M -$1.62M -68,346 -44%
CA
288
Centerpoint Advisors
Massachusetts
$1.99M – – –
BFA
289
Beaumont Financial Advisors
Massachusetts
$1.95M -$233K -9,822 -11%
SFA
290
Sequoia Financial Advisors
Ohio
$1.91M -$401K -16,950 -17%
WA
291
WBH Advisory
Maryland
$1.91M +$26K +1,098 +1%
ZF
292
Zhang Financial
Michigan
$1.86M -$428 -18 -0%
SWA
293
Sutton Wealth Advisors
Florida
$1.84M +$14.6K +618 +0.8%
FPF
294
First Pacific Financial
Washington
$1.8M -$22.2K -939 -1%
CA
295
Cetera Advisors
Colorado
$1.78M +$5.47K +231 +0.3%
JWA
296
JFS Wealth Advisors
Pennsylvania
$1.78M +$2.13K +90 +0.1%
SFP
297
Strategic Financial Planning
Texas
$1.76M +$144K +6,087 +9%
AIM
298
Athena Investment Management
California
$1.74M +$108K +4,569 +7%
VCM
299
Vivaldi Capital Management
Illinois
$1.72M +$107K +4,518 +7%
SAG
300
SageView Advisory Group
California
$1.71M +$1.15M +48,414 +203%
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