SCHM icon

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 %
CAM
426
Cozad Asset Management
Illinois
$841K – – –
GIA
427
GHP Investment Advisors
Colorado
$839K +$66.3K +2,763 +9%
SFWA
428
Summit Financial Wealth Advisors
Louisiana
$839K – – –
CIS
429
Continental Investors Services
Washington
$834K +$438K +18,108 +110%
SCA
430
Snowden Capital Advisors
New York
$834K +$3.05K +129 +0.4%
SQA
431
Simon Quick Advisors
New Jersey
$827K -$7.81K -330 -0.9%
ANTB
432
AMG National Trust Bank
Colorado
$820K -$10.7K -450 -1%
US Bancorp
433
US Bancorp
Minnesota
$809K -$124K -5,223 -13%
PRS
434
Pinkerton Retirement Specialists
Idaho
$809K – – –
AWS
435
Atria Wealth Solutions
New York
$809K +$54.6K +2,304 +7%
PAM
436
Pegasus Asset Management
New York
$808K +$77.4K +3,270 +11%
VVP
437
Venture Visionary Partners
Ohio
$805K +$142 +6 +0%
IWC
438
Integrated Wealth Concepts
Massachusetts
$780K +$73.4K +3,099 +10%
CWM
439
Cornerstone Wealth Management
Missouri
$780K -$4.62K -195 -0.6%
SWM
440
Selective Wealth Management
Virginia
$760K +$760K +31,941 New
OCM
441
One Capital Management
California
$758K -$60.4K -2,550 -7%
PA
442
Planning Alternatives
Michigan
$751K -$132K -5,568 -15%
PGAM
443
Princeton Global Asset Management
New Jersey
$749K +$852 +36 +0.1%
FAG
444
Fortitude Advisory Group
Washington
$739K -$94.2K -3,978 -11%
RZH
445
Relyea Zuckerberg Hanson
Connecticut
$732K +$3.2K +135 +0.4%
GT
446
Greenleaf Trust
Michigan
$731K – – –
HA
447
Harfst & Associates
Wyoming
$725K -$20.6K -870 -3%
EFM
448
Eley Financial Management
Vermont
$722K +$5.54K +234 +0.8%
SCM
449
SOL Capital Management
Maryland
$717K -$48.3K -2,040 -6%
ACI
450
Alpha Cubed Investments
California
$717K -$77.4K -3,267 -10%
16 17
18
19 20