SCHM icon

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 %
RFA
601
Resurgent Financial Advisors
Georgia
$284K -$14.1K -597 -5%
FCM
602
Firestone Capital Management
Florida
$282K +$801 +33 +0.3%
Betterment LLC
603
Betterment LLC
New York
$282K +$282K +11,898 New
RFC
604
Regions Financial Corp
Alabama
$280K -$1.85K -78 -0.7%
ACM
605
Armbruster Capital Management
New York
$280K +$1.78K +75 +0.6%
ONB
606
Old National Bancorp
Indiana
$280K +$280K +11,805 New
BF
607
Brogan Financial
Tennessee
$277K +$4.05K +171 +1%
KFS
608
Kaizen Financial Strategies
California
$277K +$1.16K +48 +0.4%
MCM
609
Mendel Capital Management
Arkansas
$274K +$274K +11,586 New
HIM
610
Harbour Investment Management
Washington
$274K – – –
RBCM
611
Raub Brock Capital Management
California
$272K +$1.14K +48 +0.4%
WCF
612
West Coast Financial
California
$270K +$270K +11,400 New
BJL
613
Brighton Jones LLC
Washington
$259K +$14.3K +603 +6%
GA
614
Goldstein Advisors
Wisconsin
$256K +$256K +10,830 New
UW
615
Unique Wealth
Florida
$254K +$254K +10,734 New
G
616
Gainplan
Michigan
$252K -$5.97K -252 -2%
BW
617
BIP Wealth
Georgia
$252K -$60K -2,532 -19%
SSB
618
Sandy Spring Bank
Maryland
$250K +$426 +18 +0.2%
CIAS
619
Capital Investment Advisory Services
North Carolina
$250K -$20K -843 -7%
SIS
620
Strategic Investment Solutions
Illinois
$247K – – –
IC
621
IEQ Capital
California
$246K +$246K +10,401 New
MFC
622
Morris Financial Concepts
South Carolina
$245K -$725K -30,618 -75%
EWP
623
Elevation Wealth Partners
California
$245K +$213 +9 +0.1%
ACA
624
Ascension Capital Advisors
Texas
$245K – – –
HIC
625
Hartline Investment Corp
Illinois
$244K -$24.9K -1,050 -9%
23 24
25
26 27