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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 %
EP
451
Eudaimonia Partners
Tennessee
$715K -$66.4K -2,805 -8%
SSWG
452
Seven Springs Wealth Group
Tennessee
$711K – – –
FNBT
453
FineMark National Bank & Trust
Florida
$708K +$18.2K +768 +3%
PSCM
454
Per Stirling Capital Management
Texas
$706K +$155K +6,549 +28%
Calamos Advisors
455
Calamos Advisors
Illinois
$701K -$36.7K -1,551 -5%
VAF
456
Values Added Financial
District of Columbia
$696K +$696K +29,391 New
LFAS
457
Level Four Advisory Services
Texas
$692K +$471K +19,875 +212%
PFBT
458
Parkside Financial Bank & Trust
Missouri
$689K -$42.7K -1,803 -6%
TRCT
459
Tower Research Capital (TRC)
New York
$681K -$587K -24,786 -46%
FHB
460
First Hawaiian Bank
Hawaii
$674K – – –
CHA
461
Cooper/Haims Advisors
New York
$673K -$23.9K -1,011 -3%
AAG
462
Armstrong Advisory Group
Massachusetts
$668K -$29.6K -1,251 -4%
CM
463
Columbus Macro
Pennsylvania
$662K -$26K -1,098 -4%
TA
464
TrueWealth Advisors
Alabama
$661K +$92.1K +3,888 +16%
WBCM
465
Wilson & Boucher Capital Management
California
$656K – – –
WCM
466
Wealthcare Capital Management
Virginia
$644K +$141K +5,961 +28%
CG
467
Colony Group
Massachusetts
$640K -$13.9K -585 -2%
Kovitz Investment Group Partners
468
Kovitz Investment Group Partners
Illinois
$640K -$12.4K -525 -2%
EWM
469
Empirical Wealth Management
Washington
$638K +$121K +5,112 +23%
PP
470
Pegasus Partners
Wisconsin
$638K – – –
JF
471
Joule Financial
Kentucky
$638K -$71 -3 -0%
WPW
472
Watershed Private Wealth
Illinois
$636K – – –
SF
473
Synovus Financial
Georgia
$626K +$71.4K +3,015 +13%
CWA
474
Continuum Wealth Advisors
New York
$624K – – –
BCA
475
Bay Colony Advisors
Massachusetts
$623K -$6.25K -264 -1%
17 18
19
20 21