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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 %
VCM
301
Vision Capital Management
Oregon
$1.68M -$27.3K -1,152 -2%
CS
302
Crescent Sterling
Louisiana
$1.67M -$137K -5,778 -8%
CWM
303
Chesapeake Wealth Management
Virginia
$1.66M -$87.7K -3,705 -5%
SCA
304
STALEY CAPITAL ADVISERS
Pennsylvania
$1.65M -$7.03K -297 -0.4%
NCM
305
Novare Capital Management
North Carolina
$1.64M -$44.8K -1,893 -3%
LF
306
LifeSteps Financial
California
$1.64M +$16.8K +708 +1%
CL
307
Choreo LLC
Illinois
$1.64M -$5.7M -240,774 -78%
IWP
308
IAG Wealth Partners
Wisconsin
$1.64M -$128K -5,409 -7%
SHJ
309
Sharkey, Howes & Javer
Colorado
$1.63M -$114K -4,833 -7%
MMHP
310
Murphy Middleton Hinkle & Parker
Georgia
$1.62M +$497 +21 +0%
ES
311
ETF Store
Kansas
$1.61M +$75.4K +3,084 +5%
KIA
312
KCM Investment Advisors
California
$1.6M -$831K -35,088 -34%
IWMA
313
Ironwood Wealth Management (Arizona)
Arizona
$1.6M +$7.17K +303 +0.5%
EFG
314
Ethos Financial Group
Pennsylvania
$1.58M – – –
RW
315
Rede Wealth
Virginia
$1.58M -$120K -5,055 -7%
AWC
316
Adamsbrown Wealth Consultants
Kansas
$1.57M -$321K -13,557 -17%
WW
317
Waterfront Wealth
Kansas
$1.56M -$51.6K -2,109 -3%
AIA
318
Armor Investment Advisors
North Carolina
$1.56M -$5.75K -243 -0.4%
NHC
319
Nicholas Hoffman & Company
Georgia
$1.56M +$19.3K +816 +1%
GRP
320
Global Retirement Partners
California
$1.55M +$15.3K +645 +1%
IF
321
Ironwood Financial
Arizona
$1.54M +$23.1K +975 +2%
SIA
322
Sage Investment Advisers
New York
$1.52M -$157K -6,639 -9%
FBB
323
Fulton Breakefield Broenniman
Maryland
$1.52M -$2.84K -120 -0.2%
AGC
324
Aspen Grove Capital
Colorado
$1.49M +$1.49M +62,928 New
JPMorgan Chase & Co
325
JPMorgan Chase & Co
New York
$1.48M +$982K +41,478 +198%
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