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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
+$66.8M
2
MWM
Modera Wealth Management
New Jersey
+$24.6M
3
Cerity Partners
Cerity Partners
New York
+$17.3M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$12.7M
5
PCIA
Prime Capital Investment Advisors
Kansas
+$8.63M

Top Sellers

1
MCC
Money Concepts Capital
Florida
-$26.1M
2
Morgan Stanley
Morgan Stanley
New York
-$18.4M
3
NFG
Nadler Financial Group
Illinois
-$14.9M
4
Creative Planning
Creative Planning
Kansas
-$14.3M
5
CAN
Cetera Advisor Networks
California
-$13.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAN
326
Integrated Advisors Network
Texas
$1.47M -$30.8K -1,299 -2%
SSWM
327
Sheets Smith Wealth Management
North Carolina
$1.47M +$85K +3,591 +6%
BCI
328
Brinker Capital Investments
Pennsylvania
$1.44M -$36.7K -1,548 -2%
OPS
329
Orion Portfolio Solutions
Nebraska
$1.44M -$36.7K -1,548 -2%
AL
330
ACAS LLC
California
$1.43M -$23.1K -975 -2%
DWM
331
Destination Wealth Management
California
$1.41M -$475K -20,064 -25%
CA
332
Continuum Advisory
Idaho
$1.41M +$19.2K +813 +1%
FA
333
Fagan Associates
New York
$1.41M -$37.3K -1,575 -3%
KHC
334
Koesten Hirschmann & Crabtree
Kansas
$1.4M -$15.4K -651 -1%
BAM
335
Belpointe Asset Management
Nevada
$1.39M +$1.05M +44,169 +303%
ML
336
McAdam LLC
Pennsylvania
$1.37M -$334K -14,094 -20%
SWM
337
Spire Wealth Management
Virginia
$1.36M +$3.98K +168 +0.3%
ECG
338
Edge Capital Group
Georgia
$1.36M – – –
SLT
339
St Louis Trust
Missouri
$1.36M +$563K +23,760 +70%
BL
340
BFSG LLC
California
$1.35M -$29.8K -1,260 -2%
BMCM
341
Burns Matteson Capital Management
New York
$1.35M -$114K -4,836 -8%
SMC
342
Smith, Moore & Co
Missouri
$1.34M -$21.9K -936 -2%
OFS
343
Oldfather Financial Services
Nebraska
$1.33M +$98.9K +4,179 +8%
GWWM
344
Great Waters Wealth Management
Minnesota
$1.31M -$79.6K -3,360 -6%
AFG
345
Arkansas Financial Group
Arkansas
$1.31M – – –
1WM
346
1900 Wealth Management
Texas
$1.29M -$107K -4,506 -8%
DWM
347
Dakota Wealth Management
Florida
$1.29M +$71.5K +3,021 +6%
Janney Montgomery Scott
348
Janney Montgomery Scott
Pennsylvania
$1.29M +$145K +6,117 +13%
SP
349
SWS Partners
Ohio
$1.29M -$56.1K -2,370 -4%
AT
350
American Trust
Kentucky
$1.28M +$2.42K +102 +0.2%
12 13
14
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