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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 %
MA
151
MBA Advisors
Pennsylvania
$6.18M +$370K +15,645 +6%
CF
152
Cantor Fitzgerald
New York
$6.12M -$90.7K -3,831 -1%
RCA
153
Reitz Capital Advisors
Michigan
$6.12M +$4.54M +181,578 +287%
BAMG
154
Brand Asset Management Group
Missouri
$6.08M -$44.6K -1,884 -0.7%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$6.03M +$86K +3,633 +1%
AFP
156
Ausdal Financial Partners
Iowa
$5.89M +$212K +8,952 +4%
SPA
157
Sentinel Pension Advisors
Massachusetts
$5.89M +$150K +6,354 +3%
CA
158
Capital Advantage
California
$5.79M +$141K +5,931 +2%
EE
159
EWG Elevate
California
$5.76M -$1.15M -48,513 -17%
LIM
160
Lathrop Investment Management
Arkansas
$5.69M -$10.7K -453 -0.2%
MCM
161
MAI Capital Management
Ohio
$5.67M -$347K -14,640 -6%
NYLIM
162
New York Life Investment Management
New York
$5.62M -$1.61M -68,016 -22%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$5.58M +$1.19M +52,071 +27%
FSWA
164
Financial Synergies Wealth Advisors
Texas
$5.48M +$522K +22,029 +11%
B
165
Bensler
Washington
$5.47M -$513K -21,660 -9%
MWM
166
Meridian Wealth Management
Kentucky
$5.46M +$135K +5,718 +3%
JJBC
167
James J. Burns & Company
New York
$5.4M -$56K -2,364 -1%
AF
168
Allworth Financial
California
$5.37M -$6.32K -267 -0.1%
LA
169
LexAurum Advisors
Kansas
$5.35M +$224K +9,474 +4%
PSP
170
Pacific Sage Partners
Washington
$5.34M -$7.53K -318 -0.1%
SA
171
Scarborough Advisors
Maryland
$5.31M +$47.7K +2,016 +0.9%
KCPG
172
Kavar Capital Partners Group
Kansas
$5.31M -$392K -16,566 -7%
BFG
173
Berger Financial Group
Minnesota
$5.28M +$512K +21,618 +11%
SDWMA
174
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.28M +$95.2K +4,020 +2%
SWM
175
Sculati Wealth Management
Michigan
$5.2M -$19.9K -840 -0.4%
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