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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 %
NL
476
NWAM LLC
Washington
$622K +$57.4K +2,424 +10%
OBWG
477
Onyx Bridge Wealth Group
New York
$622K +$2.56K +108 +0.4%
TAM
478
Townsend Asset Management
North Carolina
$621K -$4.62K -195 -0.7%
AAS
479
Avantax Advisory Services
Texas
$618K -$8.67K -366 -1%
AGA
480
Arkos Global Advisors
Texas
$604K -$59.2K -2,499 -9%
RJT
481
Raymond James Trust
Florida
$604K +$74.6K +3,150 +14%
JWCA
482
J.W. Cole Advisors
Florida
$602K +$56.1K +2,370 +10%
HWM
483
Heirloom Wealth Management
Colorado
$593K -$83.2K -3,513 -12%
MF
484
Meridian Financial
Massachusetts
$592K +$10.9K +459 +2%
SPIA
485
Steward Partners Investment Advisory
New York
$589K -$52.5K -2,217 -8%
EWM
486
Evermay Wealth Management
Virginia
$589K +$923 +39 +0.2%
SWA
487
Stratos Wealth Advisors
Ohio
$586K -$115K -4,854 -16%
PTC
488
Private Trust Company
Ohio
$583K -$6.89K -291 -1%
FC
489
FCA Corp
Texas
$581K -$72K -3,042 -11%
RA
490
Ruggaard & Associates
Ohio
$581K -$20.6K -870 -3%
SBH
491
Segall Bryant & Hamill
Illinois
$563K +$14.2K +600 +3%
WF
492
Whelan Financial
California
$560K -$15.8K -669 -3%
RPGK
493
Retirement Planning Group (Kansas)
Kansas
$556K +$246K +10,404 +80%
MS
494
Madden Securities
Texas
$547K +$6.82K +288 +1%
HIC
495
Holderness Investments Company
North Carolina
$544K +$55.6K +2,349 +11%
AIM
496
Aspen Investment Management
Michigan
$536K +$3.84K +162 +0.7%
WSWA
497
Warren Street Wealth Advisors
California
$535K +$6.32K +267 +1%
BI
498
Berkeley Inc
Idaho
$535K +$497 +21 +0.1%
GC
499
Grimes & Company
Massachusetts
$535K -$189K -7,977 -26%
Brown Advisory
500
Brown Advisory
Maryland
$530K -$2.49K -105 -0.5%
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