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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 %
CMP
126
Courage Miller Partners
Virginia
$7.2M -$77.5K -3,273 -1%
MCC
127
Money Concepts Capital
Florida
$7.19M -$26.1M -1,100,514 -78%
CAM
128
Cresset Asset Management
Illinois
$7.17M -$229K -9,657 -3%
TLP
129
Trinity Legacy Partners
Texas
$7.17M +$1.14M +48,159 +19%
RRC
130
Relaxing Retirement Coach
Massachusetts
$7.15M -$31K -1,311 -0.4%
MWP
131
Meridian Wealth Partners
Pennsylvania
$7.07M -$129K -5,463 -2%
FCM
132
Fortis Capital Management
Washington
$7.03M +$363K +15,318 +5%
BSW
133
Buckingham Strategic Wealth
Missouri
$6.99M +$182K +7,707 +3%
NCMW
134
Northern Capital Management (Washington)
Washington
$6.96M -$162K -6,825 -2%
VFIC
135
Valley Forge Investment Consultants
Pennsylvania
$6.88M -$166K -7,020 -2%
SFWC
136
Strategic Family Wealth Counselors
New Jersey
$6.86M +$54.7K +2,310 +0.8%
GCA
137
Gradient Capital Advisors
California
$6.85M +$152K +6,423 +2%
BFEC
138
Benjamin F. Edwards & Company
Missouri
$6.79M +$147K +6,204 +2%
EL
139
Essex LLC
Illinois
$6.74M +$627K +26,475 +10%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$6.7M +$989K +41,775 +17%
ACA
141
Affinity Capital Advisors
California
$6.6M -$2.19M -92,679 -25%
DFA
142
DHJJ Financial Advisors
Illinois
$6.58M +$168K +7,083 +3%
HFS
143
Horizon Financial Services
North Carolina
$6.5M +$189K +7,980 +3%
RDIA
144
RE Dickinson Investment Advisors
Iowa
$6.46M +$54.5K +2,301 +0.9%
BSAM
145
Blue Square Asset Management
New York
$6.46M +$2.47M +104,451 +62%
ECM
146
Exchange Capital Management
Michigan
$6.29M -$152K -6,438 -2%
CWM
147
Congress Wealth Management
Massachusetts
$6.28M -$212K -8,937 -3%
JWBC
148
John W. Brooker & Co
California
$6.26M +$1.28K +54 +0%
BDF
149
Black Diamond Financial
Maryland
$6.26M -$65.3K -2,760 -1%
NDSI
150
Newman Dignan & Sheerar Inc
Rhode Island
$6.18M +$8.52K +360 +0.1%
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