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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 %
William Blair & Company
626
William Blair & Company
Illinois
$243K +$209K +8,832 +616%
PIA
627
Pinion Investment Advisors
Kansas
$240K -$70K -2,958 -23%
AA
628
Ancora Advisors
Ohio
$238K – – –
MCCP
629
Mission Creek Capital Partners
California
$237K – – –
TBWA
630
Three Bridge Wealth Advisors
California
$236K -$10.4K -438 -4%
RIA
631
Regal Investment Advisors
Michigan
$235K +$235K +9,936 New
LWM
632
Ledge Wealth Management
Minnesota
$232K +$10.3K +435 +5%
Bank of Montreal
633
Bank of Montreal
Ontario, Canada
$230K -$12.9K -546 -5%
OIA
634
Optimum Investment Advisors
Illinois
$226K +$6.68K +282 +3%
CSIC
635
Clifford Swan Investment Counsel
California
$223K +$3.98K +168 +2%
MA
636
MONECO Advisors
Connecticut
$222K -$13.9K -588 -6%
Citadel Advisors
637
Citadel Advisors
Florida
$222K -$1.65M -69,585 -88%
AR
638
Apeiron RIA
Texas
$221K +$2.27K +96 +1%
TW
639
TrinityPoint Wealth
Connecticut
$219K +$71 +3 +0%
AC
640
AWM Capital
Arizona
$219K – – –
KeyBank National Association
641
KeyBank National Association
Ohio
$219K +$219K +9,246 New
GWM
642
Gray Wealth Management
Maine
$218K – – –
FNBOMD
643
First National Bank of Mount Dora
Florida
$213K -$2.13K -90 -1%
HCM
644
Hengehold Capital Management
Ohio
$210K -$284 -12 -0.1%
RWM
645
Ritholtz Wealth Management
New York
$209K +$209K +8,826 New
SCP
646
Stevens Capital Partners
Nebraska
$206K +$206K +8,718 New
HI
647
Human Investing
Oregon
$204K +$204K +8,634 New
CAL
648
Capital Advisors Ltd
Ohio
$203K +$31.9K +1,350 +19%
CIBC Private Wealth Group
649
CIBC Private Wealth Group
Georgia
$202K +$202K +8,514 New
FM
650
Family Management
New York
$187K – – –
24 25
26
27 28