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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 %
AWM
501
AE Wealth Management
Kansas
$529K +$40.7K +1,719 +8%
TPA
502
Trivium Point Advisory
Connecticut
$516K +$212K +8,961 +70%
JFGIW
503
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$515K -$131K -5,544 -20%
MA
504
Modus Advisors
Minnesota
$514K -$1.63K -69 -0.3%
VC
505
Vicus Capital
Pennsylvania
$513K +$1.42K +60 +0.3%
WPC
506
Wedmont Private Capital
Pennsylvania
$513K +$72 +3 +0%
CFGSD
507
Compass Financial Group (South Dakota)
South Dakota
$510K +$135K +5,706 +36%
BL
508
BCWM LLC
Kansas
$508K +$94.1K +3,978 +23%
FRA
509
Front Row Advisors
California
$504K -$21.3K -900 -4%
Bank of New York Mellon
510
Bank of New York Mellon
New York
$504K -$1.31M -55,125 -72%
IAA
511
Independent Advisor Alliance
North Carolina
$493K -$60.2K -2,541 -11%
CS
512
Comerica Securities
Michigan
$491K +$30K +1,266 +6%
CNFG
513
Creegan & Nassoura Financial Group
New Hampshire
$489K – – –
WT
514
Whittier Trust
California
$488K -$193K -8,166 -28%
AWE
515
Avidian Wealth Enterprises
Texas
$484K +$68.5K +2,895 +17%
FFA
516
Farther Finance Advisors
California
$483K -$10.4K -438 -2%
OPWM
517
Oakwell Private Wealth Management
Texas
$483K -$17.9K -756 -4%
SCM
518
Stordahl Capital Management
Colorado
$483K -$4.26K -180 -0.9%
HIF
519
Hill Island Financial
Michigan
$481K – – –
APW
520
Aurora Private Wealth
New Jersey
$474K +$47.9K +2,022 +11%
TWM
521
Triton Wealth Management
Arizona
$468K +$728 +30 +0.2%
APSI
522
Asset Planning Services Inc
Louisiana
$459K +$32.3K +1,365 +8%
CAG
523
Curtis Advisory Group
California
$459K -$26.6K -1,125 -5%
TCM
524
Twele Capital Management
Minnesota
$458K +$1.99K +84 +0.4%
HI
525
Hendershot Investments
Virginia
$444K +$32.7K +1,380 +8%
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