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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 %
S
676
SignatureFD
Georgia
$96.9K -$284 -12 -0.3%
WPA
677
West Paces Advisors
Georgia
$92.3K -$434K -18,330 -82%
GWANC
678
Guardian Wealth Advisors (North Carolina)
North Carolina
$87.2K +$284 +12 +0.3%
OC
679
Oakworth Capital
Alabama
$86K – – –
OP
680
ORG Partners
Indiana
$82.6K +$82.6K +3,477 New
PR
681
Payden & Rygel
California
$80K – – –
OA
682
Operose Advisors
Wisconsin
$75.4K +$284 +12 +0.4%
ADL
683
Asset Dedication LLC
California
$74K – – –
CMP
684
Coston McIsaac & Partners
Maine
$72K – – –
GBT
685
Grove Bank & Trust
Florida
$71.7K – – –
HPC
686
HM Payson & Co
Maine
$71.1K -$18.6K -786 -21%
GWM
687
GSB Wealth Management
Connecticut
$68.4K +$1.42K +60 +2%
FA
688
Fiduciary Alliance
South Carolina
$68K +$68K +2,874 New
BTI
689
Blue Trust Inc
Georgia
$64K +$64K +2,814 New
AA
690
Addison Advisors
Vermont
$63.5K – – –
OHWP
691
Oak Harbor Wealth Partners
North Carolina
$59.9K +$20.5K +864 +52%
MIM
692
Macroview Investment Management
Maryland
$59.6K +$497 +21 +0.8%
SC
693
Stephens Consulting
Michigan
$58.6K +$1.21K +51 +2%
M
694
MOTCO
Texas
$56.8K – – –
HC
695
Hoese & Co
Minnesota
$56.8K – – –
AssetMark Inc
696
AssetMark Inc
California
$56.6K +$55.3K +2,334 +4,095%
FFL
697
Financial Freedom LLC
Ohio
$52.3K +$284 +12 +0.5%
AAMA
698
Advanced Asset Management Advisors
Ohio
$51.5K +$213 +9 +0.4%
SCA
699
Stonebridge Capital Advisors
Minnesota
$47.6K +$9.38K +396 +25%
Bessemer Group
700
Bessemer Group
New Jersey
$47K -$78.2K -3,315 -62%
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