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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 %
BFG
551
Bouchey Financial Group
New York
$373K – – –
TFP
552
Tilia Fiduciary Partners
North Carolina
$373K -$994 -42 -0.3%
PFO
553
Pathstone Family Office
New Jersey
$366K +$71 +3 +0%
AF
554
Advisornet Financial
Minnesota
$362K -$9.66K -408 -3%
SWM
555
Stockman Wealth Management
Montana
$362K -$27.8K -1,173 -7%
HCA
556
Harbour Capital Advisors
Virginia
$357K -$70.4K -2,964 -16%
RPA
557
Rock Point Advisors
Vermont
$357K -$2.84K -120 -0.8%
PAMG
558
Patton Albertson Miller Group
Tennessee
$357K -$436K -18,414 -55%
LAIC
559
Lederer & Associates Investment Counsel
California
$356K -$29.3K -1,236 -8%
AIM
560
Acropolis Investment Management
Missouri
$355K – – –
BAM
561
Bosun Asset Management
Illinois
$355K – – –
WF
562
Williams Financial
Vermont
$352K +$12.3K +519 +4%
CCB
563
Country Club Bank
Missouri
$352K – – –
PFS
564
Prospera Financial Services
Texas
$351K -$3.21K -135 -0.9%
FPAS
565
Focus Partners Advisor Solutions
Missouri
$347K -$26.8K -1,131 -7%
PL
566
Plancorp LLC
Missouri
$344K +$213 +9 +0.1%
ACA
567
Aspire Capital Advisors
Washington
$343K -$36.1K -1,524 -10%
AP
568
Appleton Partners
Massachusetts
$341K – – –
PAM
569
Peak Asset Management
Colorado
$341K +$18.5K +780 +6%
GG
570
Greenwood Gearhart
Arkansas
$340K +$11.2K +471 +3%
VWA
571
Visionary Wealth Advisors
Illinois
$339K -$5.54K -234 -2%
HNB
572
Huntington National Bank
Ohio
$335K -$320K – –
RWM
573
Revisor Wealth Management
Ohio
$330K +$71 +3 +0%
PI
574
PFG Investments
New York
$324K +$324K +13,701 New
FWS
575
FinDec Wealth Services
California
$323K -$180K -7,593 -36%
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