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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.

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
1
Financial Engines Advisors
California
$1.33B
2
MWM
2
Modera Wealth Management
New Jersey
$24.6M
3
Cerity Partners
3
Cerity Partners
New York
$86.7M
4
MGIA
4
Moneta Group Investment Advisors
Missouri
$124M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$124M

Top Sellers

1
MCC
1
Money Concepts Capital
Florida
$7.19M
2
Morgan Stanley
2
Morgan Stanley
New York
$23.8M
3
NFG
3
Nadler Financial Group
Illinois
$12.2M
4
Creative Planning
4
Creative Planning
Kansas
$729M
5
CAN
5
Cetera Advisor Networks
California
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
51
Cetera Advisor Networks
California
$17M -$13.6M -574,413 -44%
IA
52
IFP Advisors
Florida
$17M +$223K +9,411 +1%
Wells Fargo
53
Wells Fargo
California
$16.8M +$229K +9,675 +1%
DP
54
Denver PWM
Colorado
$16.8M +$221K +9,387 +1%
Corient Private Wealth
55
Corient Private Wealth
Florida
$16.3M -$324K -13,686 -2%
SFG
56
Sage Financial Group
Pennsylvania
$15.9M +$808K +34,137 +5%
BSB
57
Bangor Savings Bank
Maine
$15.6M -$435K -18,378 -3%
Osaic Holdings
58
Osaic Holdings
Arizona
$15.6M -$5.27M -222,366 -25%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$15.5M +$743K +31,377 +5%
DAS
60
Dynamic Advisor Solutions
Arizona
$15.2M +$6.03M +254,769 +66%
NOI
61
Newton One Investments
Delaware
$15.2M +$276K +11,667 +2%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$15.1M +$213K +8,988 +1%
MFGP
63
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.9M +$45.5K +1,923 +0.3%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$14.8M +$921K +38,889 +7%
AMG
65
Asset Management Group
Connecticut
$14.1M -$37.1K -1,569 -0.3%
FFN
66
Focus Financial Network
Minnesota
$13.8M +$129K +5,442 +0.9%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$13.7M -$941K -39,753 -6%
AAIM
68
Asset Advisors Investment Management
Georgia
$13.6M -$293K -12,354 -2%
Bank of America
69
Bank of America
North Carolina
$13.5M +$656K +27,696 +5%
PIMG
70
Patriot Investment Management Group
Tennessee
$13M -$136K -5,727 -1%
LFS
71
Lutz Financial Services
Nebraska
$12.9M -$253K -10,668 -2%
CFMC
72
Curbstone Financial Management Corp
New Hampshire
$12.9M -$45.7K -1,929 -0.4%
OWA
73
Opal Wealth Advisors
New York
$12.7M +$310K +13,074 +3%
FWP
74
FAS Wealth Partners
Kansas
$12.6M -$45K -1,899 -0.4%
NFG
75
Nadler Financial Group
Illinois
$12.2M -$14.9M -629,949 -55%
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