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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
1
Financial Engines Advisors
California
$1.33B
2
MWM
2
Modera Wealth Management
New Jersey
$24.6M
3
Cerity Partners
3
Cerity Partners
New York
$86.7M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$124M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$124M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$7.19M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.8M
3
NFG
3
Nadler Financial Group
Illinois
$12.2M
4
Creative Planning
4
Creative Planning
Kansas
$729M
5
CAN
5
Cetera Advisor Networks
California
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
26
Mercer Global Advisors
Colorado
$38.3M -$7.28M -307,308 -16%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$35.9M -$1.69M -71,874 -4%
BPA
28
Beacon Pointe Advisors
California
$34.3M -$2.97M -125,361 -8%
GAM
29
Gemmer Asset Management
California
$32.1M +$1.75M +73,872 +6%
BCM
30
Brookstone Capital Management
Illinois
$26.6M -$1.39M -58,902 -5%
BCMO
31
Buckingham Capital Management (Ohio)
Ohio
$26.5M +$667K +28,152 +3%
CWM
32
Curi Wealth Management
North Carolina
$25.2M +$161K +6,804 +0.6%
DC
33
Davenport & Co
Virginia
$25.2M -$1.62M -68,586 -6%
MWM
34
Modera Wealth Management
New Jersey
$24.6M +$24.6M +1,037,187 New
SAM
35
Summit Asset Management
Tennessee
$24.5M -$43.9K -1,854 -0.2%
NFW
36
Noble Family Wealth
Florida
$24.1M +$808K +34,131 +3%
Morgan Stanley
37
Morgan Stanley
New York
$23.8M -$18.4M -776,304 -44%
EGWAG
38
Elwood & Goetz Wealth Advisory Group
Georgia
$22.6M +$712K +30,072 +3%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$22.3M -$70.8K -2,991 -0.3%
PMG
40
ProVise Management Group
Florida
$22.1M -$1.42M -60,183 -6%
MFT
41
Moisand Fitzgerald Tamayo
Florida
$21.9M +$631K +26,637 +3%
MAG
42
Mokosak Advisory Group
Iowa
$21.4M +$733K +30,966 +4%
MF
43
Manchester Financial
California
$20.5M +$263K +11,088 +1%
FC
44
Financial Consulate
Maryland
$20M +$1.02M +43,080 +5%
CWM
45
Campbell Wealth Management
Virginia
$18.6M +$702K +29,628 +4%
MI
46
Moneywise Inc
Virginia
$18.5M -$1.71M -72,417 -8%
SIC
47
Salem Investment Counselors
North Carolina
$18.4M -$2.77K -117 -0%
EWA
48
Exencial Wealth Advisors
Oklahoma
$18.2M +$1.66M +69,963 +10%
BWM
49
BerganKDV Wealth Management
Minnesota
$17.9M +$50.8K +2,145 +0.3%
RJA
50
Raymond James & Associates
Florida
$17.6M +$659K +27,837 +4%
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