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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 %
WDL
526
Well Done LLC
Michigan
$440K – – –
FCI
527
Financial Counselors Inc
Kansas
$439K +$21.3K +900 +5%
HTC
528
Haverford Trust Company
Pennsylvania
$439K – – –
WC
529
Waterloo Capital
Texas
$438K -$232K -9,804 -35%
MWM
530
MBE Wealth Management
Wisconsin
$433K – – –
MWP
531
Madison Wealth Partners
Wisconsin
$429K +$7.81K +330 +2%
Renaissance Technologies
532
Renaissance Technologies
New York
$426K +$426K +18,000 New
CWM
533
Castle Wealth Management
Florida
$422K -$36.7K -1,548 -8%
PFGIA
534
Patriot Financial Group Insurance Agency
Massachusetts
$420K -$6.89K -291 -2%
PI
535
Pachira Investments
California
$417K -$5.26K -222 -1%
AIM
536
Avity Investment Management
Connecticut
$413K -$44.7K -1,890 -10%
HT
537
Heritage Trust
Oklahoma
$405K +$405K +17,100 New
DBRC
538
D.B. Root & Company
Pennsylvania
$404K -$852 -36 -0.2%
PNC Financial Services Group
539
PNC Financial Services Group
Pennsylvania
$404K +$10.5K +444 +3%
PA
540
Parallel Advisors
California
$394K -$23.6K -996 -6%
HF
541
Halpern Financial
Virginia
$394K +$394K +16,650 New
FPCG
542
Fort Pitt Capital Group
Pennsylvania
$393K -$100K -4,224 -20%
Empower Advisory Group
543
Empower Advisory Group
Colorado
$390K +$128K +5,409 +49%
FWM
544
Fingerlakes Wealth Management
New York
$389K -$10.8K -456 -3%
CIC
545
Carnegie Investment Counsel
Ohio
$388K -$7.1K -300 -2%
BF
546
Blankinship & Foster
California
$382K -$3.98K -168 -1%
TC
547
Telemus Capital
Michigan
$380K -$12.4K -525 -3%
KPWS
548
Kestra Private Wealth Services
Texas
$376K +$144K +6,078 +62%
M&T Bank
549
M&T Bank
New York
$375K +$6.82K +288 +2%
GAM
550
Garrison Asset Management
Arkansas
$374K -$42.9K -1,812 -10%
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