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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 %
HP
376
Hilltop Partners
Indiana
$1.11M -$234K -9,903 -17%
CCM
377
Condor Capital Management
New Jersey
$1.11M -$28.6K -1,209 -3%
EL
378
EWA LLC
Pennsylvania
$1.1M +$9.16K +387 +0.8%
EWA
379
EP Wealth Advisors
California
$1.1M -$365K -8,529 -25%
AllianceBernstein
380
AllianceBernstein
Tennessee
$1.1M +$75.8K +3,201 +7%
CG
381
Cynosure Group
Utah
$1.09M +$1.09M +46,203 New
WOSD
382
WFA of San Diego
California
$1.09M -$40.5K -1,710 -4%
WKSWA
383
White Knight Strategic Wealth Advisors
New Jersey
$1.09M -$201K -8,478 -16%
FHA
384
Flagship Harbor Advisors
Massachusetts
$1.08M +$151K +6,360 +16%
WAM
385
Worth Asset Management
Texas
$1.07M +$745K +31,479 +226%
SPC
386
Sigma Planning Corp
Michigan
$1.07M +$10.4K +438 +1%
EH
387
Equitable Holdings
New York
$1.07M +$18.9K +798 +2%
LB
388
Legacy Bridge
Iowa
$1.07M -$5.33K -225 -0.5%
WCM
389
Wisconsin Capital Management
Wisconsin
$1.07M – – –
SFG
390
StrategIQ Financial Group
Indiana
$1.06M -$12.4K -525 -1%
PA
391
PFG Advisors
Arizona
$1.06M +$116K +4,884 +12%
PFM
392
Phillips Financial Management
Indiana
$1.05M -$85.4K -3,606 -7%
FTUS
393
Flow Traders U.S.
New York
$1.05M +$1.05M +44,352 New
HI
394
Harbour Investments
Wisconsin
$1.04M -$22K -930 -2%
PCM
395
Parsons Capital Management
Rhode Island
$1.04M +$20.6K +870 +2%
FLPIM
396
F.L. Putnam Investment Management
Massachusetts
$1.04M – – –
GB
397
Goepper Burkhardt
South Carolina
$1.04M -$14.2K -600 -1%
PCMC
398
Private Capital Management (Colorado)
Colorado
$1.03M -$84.1K -3,552 -8%
OIM
399
Orca Investment Management
Oregon
$1.02M +$11.9K +501 +1%
CAG
400
Csenge Advisory Group
Florida
$1.02M +$83.9K +3,543 +9%
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