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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 %
VAG
776
VisionPoint Advisory Group
Texas
$497 +$497 +21 New
FCMT
777
Founders Capital Management (Texas)
Texas
$433 – – –
AWA
778
Alaska Wealth Advisors
Alaska
$213 – – –
LCM
779
Logan Capital Management
Pennsylvania
$48 -$864 -54 -95%
SFMG
780
Sage Financial Management Group
Virginia
– -$5.09M -224,832 Closed
PWA
781
Providence Wealth Advisors
Illinois
– -$3.37M -149,283 Closed
SCI
782
Stableford Capital II
Arizona
– -$3.2M -146,382 Closed
CI
783
CX Institutional
Indiana
– -$3.08M -136,347 Closed
D
784
Diversified
Delaware
– -$2.63M -116,397 Closed
BWM
785
BCS Wealth Management
Tennessee
– -$2.62M -115,956 Closed
SPP
786
Single Point Partners
Massachusetts
– -$2.62M -115,812 Closed
AI
787
Atria Investments
North Carolina
– -$1.25M -55,194 Closed
AG
788
Appleton Group
Wisconsin
– -$1.05M -46,491 Closed
SW
789
SVB Wealth
Massachusetts
– -$1.04M -46,152 Closed
Jane Street
790
Jane Street
New York
– -$917K -40,542 Closed
WWM
791
WT Wealth Management
Arizona
– -$829K -36,660 Closed
BFO
792
Biltmore Family Office
North Carolina
– -$416K -18,402 Closed
DFG
793
Delta Financial Group
New Jersey
– -$378K -16,731 Closed
TSS
794
Two Sigma Securities
New York
– -$376K -16,629 Closed
TI
795
Trexquant Investment
Connecticut
– -$318K -14,055 Closed
RSWM
796
Robertson Stephens Wealth Management
California
– -$316K -13,986 Closed
SCA
797
Stillwater Capital Advisors
Pennsylvania
– -$292K -12,915 Closed
BWA
798
Bordeaux Wealth Advisors
California
– -$280K -12,357 Closed
MPW
799
MGO Private Wealth
California
– -$226K -9,984 Closed
BWP
800
BSW Wealth Partners
Colorado
– -$220K -9,711 Closed
29 30 31
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