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Schwab US Mid-Cap ETF
SCHM

782 hedge funds and large institutions have $6.28B 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, 309 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $376K

16% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 43

1.08% more ownership

Funds ownership: 191.31% → 192.39% (+1.1%)

5% more capital invested

Capital invested by funds: $5.99B → $6.28B (+$282M)

2% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 309

0% more funds holding

Funds holding: 782 → 782 (0)

5% less funds holding in top 10

Funds holding in top 10: 82 → 78 (-4)

Holders
782
Holders Change
–
Holders Change %
0%
% of All Funds
12.28%
Holding in Top 10
78
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.88%
% of All Funds
1.22%
New
50
Increased
314
Reduced
309
Closed
43
Calls
$1.05M
Puts
$376K
Net Calls
+$670K
Net Calls Change
-$56K

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$63.6M
2
MWM
Modera Wealth Management
New Jersey
+$23.4M
3
Cerity Partners
Cerity Partners
New York
+$16.5M
4
MGIA
Moneta Group Investment Advisors
Missouri
+$12.1M
5
PG
Prostatis Group
Maryland
+$11M

Top Sellers

Rank Fund Capital Flow
1
MCC
Money Concepts Capital
Florida
-$24.8M
2
Morgan Stanley
Morgan Stanley
New York
-$17.5M
3
NFG
Nadler Financial Group
Illinois
-$14.2M
4
Creative Planning
Creative Planning
Kansas
-$13.6M
5
CAN
Cetera Advisor Networks
California
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
751
Basso Capital Management
Connecticut
$9.02K +$8.59K +381 New
HCM
752
Horrell Capital Management
Arkansas
$9K – – –
HS
753
Horan Securities
United States
$8.88K – – –
DAM
754
Delta Asset Management
Tennessee
$8.17K +$7.78K +345 New
TCM
755
TD Capital Management
Tennessee
$6.11K – – –
IFAM
756
Institutional & Family Asset Management
Colorado
$5.11K – – –
CAS
757
Coppell Advisory Solutions
Texas
$5.08K +$4.87K +216 New
PIP
758
Peachtree Investment Partners
Florida
$5.04K – – –
APW
759
Atlantic Private Wealth
North Carolina
$4.99K +$4.73K +210 New
GI
760
GS Investments
Minnesota
$4.95K – – –
BAM
761
Bellevue Asset Management
Washington
$4.83K – – –
EL
762
EMFO LLC
Florida
$4.13K – – –
CPG
763
Cornerstone Planning Group
New Jersey
$3.77K +$3.58K +159 New
CSB
764
City State Bank
Iowa
$3K +$2.84K +126 New
JWM
765
Janiczek Wealth Management
Colorado
$2.77K – – –
Fifth Third Bancorp
766
Fifth Third Bancorp
Ohio
$2.49K -$222K -9,834 -99%
IPW
767
Impact Partnership Wealth
Georgia
$2.49K +$2.37K +105 New
CWP
768
Concord Wealth Partners
Virginia
$2.05K – – –
EK
769
Evensky & Katz
Florida
$2K – – –
HFS
770
Hantz Financial Services
Michigan
$2K – – –
Russell Investments Group
771
Russell Investments Group
United Kingdom
$1.86K – – –
DI
772
Disciplined Investments
Oklahoma
$1.85K – – –
AIC
773
Archer Investment Corporation
Indiana
$1.42K – – –
LFA
774
LGT Financial Advisors
Texas
$1.25K +$1.22K +54 New
HDIM
775
Hanson & Doremus Investment Management
Vermont
$1K – – –
29 30
31
32 33

SCHM Hedge Fund Activity: Q2 2023 in Review

782 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q2 2023, worth a combined $6.28B — up 4.7% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new SCHM positions and 43 closed out — a net gain of 7 holders — while 314 added to existing stakes and 309 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $63.6M. The largest seller was Money Concepts Capital, cutting an estimated $24.8M.

  • 782 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $6.28B of Schwab US Mid-Cap ETF stock for Q2 2023, up 4.7% quarter-over-quarter.
  • 50 funds opened new Schwab US Mid-Cap ETF positions in Q2 2023 and 43 closed out, a net change of +7 holders.
  • The largest Schwab US Mid-Cap ETF buyer in Q2 2023 was Financial Engines Advisors, an estimated $63.6M added.
  • The largest Schwab US Mid-Cap ETF seller in Q2 2023 was Money Concepts Capital, an estimated $24.8M sold.

Based on aggregated 13F filings for Q2 2023.