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

Top Sellers

1
MCC
Money Concepts Capital
Florida
$7.19M
2
Morgan Stanley
Morgan Stanley
New York
$23.8M
3
NFG
Nadler Financial Group
Illinois
$12.2M
4
Creative Planning
Creative Planning
Kansas
$729M
5
CAN
Cetera Advisor Networks
California
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAM
751
Delta Asset Management
Tennessee
$8.17K +$8.17K +345 New
TCM
752
TD Capital Management
Tennessee
$6.11K – – –
IFAM
753
Institutional & Family Asset Management
Colorado
$5.11K – – –
CAS
754
Coppell Advisory Solutions
Texas
$5.08K +$5.08K +216 New
PIP
755
Peachtree Investment Partners
Florida
$5.04K – – –
APW
756
Atlantic Private Wealth
North Carolina
$4.99K +$4.99K +210 New
GI
757
GS Investments
Minnesota
$4.95K – – –
BAM
758
Bellevue Asset Management
Washington
$4.83K – – –
EL
759
EMFO LLC
Florida
$4.13K – – –
CPG
760
Cornerstone Planning Group
New Jersey
$3.77K +$3.77K +159 New
CSB
761
City State Bank
Iowa
$3K +$3K +126 New
JWM
762
Janiczek Wealth Management
Colorado
$2.77K – – –
Fifth Third Bancorp
763
Fifth Third Bancorp
Ohio
$2.49K -$233K -9,834 -99%
IPW
764
Impact Partnership Wealth
Georgia
$2.49K +$2.49K +105 New
CWP
765
Concord Wealth Partners
Virginia
$2.05K – – –
EK
766
Evensky & Katz
Florida
$2K – – –
HFS
767
Hantz Financial Services
Michigan
$2K – – –
Russell Investments Group
768
Russell Investments Group
United Kingdom
$1.86K – – –
DI
769
Disciplined Investments
Oklahoma
$1.85K – – –
AIC
770
Archer Investment Corporation
Indiana
$1.42K – – –
LFA
771
LGT Financial Advisors
Texas
$1.25K +$1.25K +54 New
HDIM
772
Hanson & Doremus Investment Management
Vermont
$1K – – –
JFA
773
JNBA Financial Advisors
Minnesota
$995 – – –
AWM
774
Abound Wealth Management
Tennessee
$761 -$94.8K -4,110 -99%
GWSG
775
GPS Wealth Strategies Group
Colorado
$710 – – –
29 30
31
32 33