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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 %
MIP
576
Marietta Investment Partners
Wisconsin
$323K +$1.14K +48 +0.4%
PFP
577
Pinnacle Financial Partners
Tennessee
$321K +$994 +42 +0.3%
CG
578
Caprock Group
Idaho
$321K -$278K -11,724 -46%
BA
579
Ballast Advisors
Minnesota
$319K -$33.2K -1,404 -9%
OSAM
580
O'Shaughnessy Asset Management
Connecticut
$319K +$51K +2,154 +19%
GWAM
581
Guardian Wealth Advisors (Minnesota)
Minnesota
$316K +$2.42K +102 +0.8%
FFA
582
Fortune Financial Advisors
Kansas
$316K +$316K +13,341 New
FRA
583
Frank Rimerman Advisors
California
$311K – – –
PFA
584
Pinnacle Family Advisors
Missouri
$311K -$23K -972 -7%
ZIM
585
Zacks Investment Management
Illinois
$311K +$3.27K +138 +1%
PWMG
586
Prestige Wealth Management Group
New Jersey
$310K – – –
CFO
587
CVA Family Office
Colorado
$309K +$284 +12 +0.1%
TWP
588
Total Wealth Planning
Ohio
$306K +$426 +18 +0.1%
IF
589
Intrua Financial
Texas
$305K -$10.7K -450 -3%
RWM
590
RBA Wealth Management
California
$300K -$22.7K -957 -7%
AFG
591
Albion Financial Group
Utah
$297K -$7.32K -309 -2%
KWS
592
Keystone Wealth Services
California
$295K +$142 +6 +0%
EWM
593
Elmwood Wealth Management
California
$295K +$71 +3 +0%
BB
594
Busey Bank
Illinois
$294K – – –
HL
595
HeadInvest LLC
Maine
$293K – – –
LFG
596
Leverty Financial Group
Wisconsin
$292K -$28.1K -1,188 -9%
PIM
597
Penobscot Investment Management
Massachusetts
$292K -$10.6K -447 -3%
VPIM
598
Vanguard Personalized Indexing Management
California
$291K – – –
TC
599
Tenret Company
Florida
$284K – – –
LBA
600
Lowell Blake & Associates
Massachusetts
$284K – – –
22 23
24
25 26