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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 %
MA
401
MCF Advisors
Kentucky
$1.01M -$589K -24,897 -37%
LJAC
402
L.J. Altfest & Co
New York
$1M -$53.1K -2,241 -5%
Prudential Financial
403
Prudential Financial
New Jersey
$996K +$25.9K +1,092 +3%
BWL
404
Bogart Wealth LLC
Virginia
$993K +$19.5K +825 +2%
PFC
405
Phocas Financial Corp
California
$988K +$299K +12,645 +43%
NWMG
406
National Wealth Management Group
Ohio
$985K -$120K -4,983 -11%
TFS
407
Thoroughbred Financial Services
Tennessee
$980K -$130K -5,508 -12%
CIR
408
Clear Investment Research
Georgia
$972K +$66.1K +2,790 +7%
LTL
409
Lowery Thomas LLC
California
$967K -$16.1K -678 -2%
MCM
410
Mitchell Capital Management
Kansas
$966K -$105K -4,431 -10%
NGA
411
Naples Global Advisors
Florida
$961K -$8.03K -339 -0.8%
BIA
412
Bigelow Investment Advisors
Maine
$938K -$38.5K -1,626 -4%
SF
413
Summit Financial
New Jersey
$929K +$191K +8,076 +26%
DI
414
Diligent Investors
California
$915K +$56.1K +2,370 +7%
SAM
415
Sawgrass Asset Management
Florida
$894K +$15.1K +636 +2%
PVI
416
Pine Valley Investments
New Jersey
$889K +$889K +37,563 New
SIC
417
Sigma Investment Counselors
Michigan
$888K +$4.12K +174 +0.5%
RWP
418
RWA Wealth Partners
Massachusetts
$887K +$887K +37,443 New
CWM
419
Cedar Wealth Management
California
$882K +$51K +2,154 +6%
LWM
420
Laidlaw Wealth Management
New York
$877K +$568 +24 +0.1%
CP
421
Capital Planning
Washington
$876K +$167K +7,035 +23%
Fidelity Investments
422
Fidelity Investments
Massachusetts
$871K -$107K -4,509 -11%
AA
423
Alesco Advisors
New York
$866K +$71 +3 +0%
PSF
424
Pacific Sun Financial
California
$861K +$861K +38,076 New
FT
425
Fiduciary Trust
Massachusetts
$845K -$7.1K -300 -0.8%
15 16
17
18 19