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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 %
HG
76
Harbor Group
New Hampshire
$12.1M -$239K -10,095 -2%
LIM
77
Leavell Investment Management
Alabama
$12.1M -$643K -27,171 -5%
FNC
78
First National Corp
Massachusetts
$11.9M +$40.3K +1,701 +0.3%
BFG
79
Bleakley Financial Group
New Jersey
$11.9M +$642K +27,135 +6%
SS
80
Simplicity Solutions
Minnesota
$11.9M +$641K +27,093 +6%
OFG
81
Omega Financial Group
California
$11.8M +$6.39K +270 +0.1%
MIA
82
Milestone Investment Advisors
Wisconsin
$11.8M -$1.82M -76,875 -13%
KBFS
83
Kohmann Bosshard Financial Services
Ohio
$11.5M +$463K +19,572 +4%
TSWM
84
Triangle Securities Wealth Management
North Carolina
$11.5M -$238K -10,062 -2%
Goldman Sachs
85
Goldman Sachs
New York
$11.4M – – –
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$11.2M -$1.87M -79,032 -14%
LFG
87
Larson Financial Group
Missouri
$10.9M -$340K -14,364 -3%
HNW
88
High Note Wealth
Minnesota
$10.9M -$226K -9,534 -2%
SFA
89
Seneca Financial Advisors
New York
$10.9M -$589K -24,861 -5%
CSPIA
90
Cary Street Partners Investment Advisory
Virginia
$10.8M -$6.03M -254,697 -36%
IAS
91
IMA Advisory Services
Colorado
$10.7M -$63.1K -2,664 -0.6%
NFG
92
Northeast Financial Group
Pennsylvania
$10.5M +$852K +35,979 +9%
CPIG
93
Chicago Partners Investment Group
Illinois
$10.4M +$850K +35,034 +9%
JIC
94
Johnson Investment Counsel
Ohio
$10.4M +$453K +19,143 +5%
MML Investors Services
95
MML Investors Services
Massachusetts
$10.4M +$643K +27,162 +7%
AWMG
96
Alliance Wealth Management Group
New Jersey
$10.3M +$34K +1,434 +0.3%
TCM
97
Towercrest Capital Management
Pennsylvania
$10.3M +$34K +1,434 +0.3%
VNA
98
Valley National Advisers
Pennsylvania
$10.3M -$341K -14,421 -3%
PAI
99
Pittenger & Anderson Inc
Nebraska
$10.1M +$146K +6,150 +1%
FTS
100
Fifth Third Securities
Ohio
$9.87M +$53.3K +2,253 +0.5%
2 3
4
5 6