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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 %
PWA
101
Pillar Wealth Advisors
Pennsylvania
$9.75M -$347K -14,637 -3%
SJIM
102
St. Johns Investment Management
Florida
$9.6M +$417K +17,622 +5%
BAM
103
Berkshire Asset Management
Pennsylvania
$9.58M +$389K +16,410 +4%
SIG
104
Spinnaker Investment Group
California
$9.33M +$133K +5,616 +1%
PFM
105
Peak Financial Management
Massachusetts
$8.7M -$4.19K -177 -0%
CCA
106
Clearwater Capital Advisors
Illinois
$8.7M +$68.8K +2,904 +0.8%
VFPW
107
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.66M +$6.39K +270 +0.1%
MMA
108
Miracle Mile Advisors
California
$8.58M -$2.32M -97,872 -21%
NSAM
109
North Star Asset Management
Wisconsin
$8.54M +$187K +7,914 +2%
TPW
110
Tiller Private Wealth
Pennsylvania
$8.4M -$76.9K -3,249 -0.9%
Lido Advisors
111
Lido Advisors
California
$8.38M +$3.24M +156,822 +63%
ATWA
112
Arbor Trust Wealth Advisors
Michigan
$8.29M +$30.2K +1,275 +0.4%
LCC
113
Lincoln Capital Corp
Rhode Island
$8.24M +$65.5K +2,766 +0.8%
CAPTRUST Financial Advisors
114
CAPTRUST Financial Advisors
North Carolina
$8.18M +$17.3K +729 +0.2%
SC
115
Savant Capital
Illinois
$8.03M +$207K +8,757 +3%
Truist Financial
116
Truist Financial
North Carolina
$7.88M -$2.91M -122,838 -27%
HWM
117
HB Wealth Management
Georgia
$7.87M -$47.3K -1,998 -0.6%
PA
118
Procyon Advisors
Connecticut
$7.78M +$487K +20,562 +7%
AIM
119
Anchor Investment Management
South Carolina
$7.76M -$6.25K -264 -0.1%
LF
120
Lee Financial
Texas
$7.73M +$80.1K +3,381 +1%
WTC
121
WhitTier Trust Company
Nevada
$7.59M -$6.04K -255 -0.1%
FANJ
122
Financial Architects (New Jersey)
New Jersey
$7.47M +$96.5K +4,074 +1%
SWA
123
Sightline Wealth Advisors
Connecticut
$7.28M +$117K +5,184 +2%
RWA
124
Rainsberger Wealth Advisors
Colorado
$7.25M -$247K -10,413 -3%
AWM
125
Avior Wealth Management
Nebraska
$7.21M +$253K +10,701 +4%
3 4
5
6 7