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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 %
Lazard Asset Management
351
Lazard Asset Management
New York
$1.27M – – –
BCM
352
Boltwood Capital Management
California
$1.26M +$80.8K +3,414 +7%
LC
353
LTG Capital
Massachusetts
$1.26M -$2.7K -114 -0.2%
CAM
354
Chandler Asset Management
California
$1.24M +$5.33K +225 +0.4%
KLI
355
Kelman-Lazarov Inc
Tennessee
$1.21M +$107K +4,500 +10%
QCG
356
Quadrant Capital Group
Ohio
$1.21M -$47.2K -1,995 -4%
PWM
357
Prentice Wealth Management
New York
$1.2M +$223K +9,423 +23%
KTC
358
Kistler-Tiffany Companies
Pennsylvania
$1.19M -$148K -6,231 -11%
IFS
359
Ifrah Financial Services
Arkansas
$1.19M +$27.1K +1,146 +2%
ICG
360
InterOcean Capital Group
Tennessee
$1.19M -$186K -7,836 -13%
CBFP
361
Cedar Brook Financial Partners
Ohio
$1.19M +$2.27K +96 +0.2%
DWMG
362
DB Wealth Management Group
California
$1.18M -$52.9K -2,235 -4%
PWM
363
Paulson Wealth Management
Illinois
$1.18M +$1.18M +50,001 New
AFA
364
Arlington Financial Advisors
California
$1.18M +$52.8K +2,229 +5%
Susquehanna International Group
365
Susquehanna International Group
Pennsylvania
$1.17M +$1.17M +49,557 New
BWM
366
Benchmark Wealth Management
Connecticut
$1.17M +$71 +3 +0%
PCM
367
Pennsylvania Capital Management
Pennsylvania
$1.17M +$42.1K +1,776 +4%
AL
368
Aspiriant LLC
California
$1.16M -$76.8K -3,243 -6%
CA
369
Cambridge Advisors
Nebraska
$1.16M -$3.34K -141 -0.3%
FI
370
FIDELIS iM
Oregon
$1.15M – – –
KWM
371
Kingsview Wealth Management
Oregon
$1.15M -$6.11K -258 -0.5%
MWA
372
Motive Wealth Advisors
Michigan
$1.13M – – –
WF
373
Warner Financial
Maryland
$1.13M +$13.5K +570 +1%
SAM
374
S.A. Mason
Michigan
$1.13M – – –
BRWA
375
B. Riley Wealth Advisors
Florida
$1.12M +$6.39K +270 +0.6%
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