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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 %
SAM
176
Smithbridge Asset Management
Pennsylvania
$5.17M +$175K +7,401 +4%
CCM
177
Colorado Capital Management
Colorado
$5.15M +$178K +7,527 +4%
PVAMC
178
PPS&V Asset Management Consultants
Michigan
$5.14M +$169K +7,464 +3%
CIA
179
Cape Investment Advisory
Georgia
$5.13M -$34K -1,437 -0.7%
PFA
180
Pure Financial Advisors
California
$5.1M -$122K -5,136 -2%
NCM
181
Northwest Capital Management
Oregon
$5.1M -$2.42K -102 -0%
PAG
182
Private Advisor Group
New Jersey
$4.98M +$90.6K +3,789 +2%
SS
183
Sunbelt Securities
Texas
$4.95M +$272K +11,499 +6%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$4.92M +$280K +11,823 +6%
AWG
185
Altus Wealth Group
Colorado
$4.91M +$37.7K +1,593 +0.8%
HWA
186
Hilltop Wealth Advisors
North Carolina
$4.86M +$59.5K +2,511 +1%
CA
187
Clearstead Advisors
Ohio
$4.86M +$267K +11,265 +6%
AWM
188
Apollon Wealth Management
South Carolina
$4.82M -$1.86M -78,627 -28%
GCP
189
Gill Capital Partners
Colorado
$4.76M +$88.6K +3,744 +2%
PTCG
190
Pring Turner Capital Group
California
$4.67M +$108K +4,575 +2%
BP
191
Broadleaf Partners
Ohio
$4.62M +$116K +4,887 +3%
MAM
192
McCarthy Asset Management
California
$4.54M -$271K -11,436 -6%
PWA
193
Peterson Wealth Advisors
Utah
$4.49M +$60.8K +2,562 +1%
LPAM
194
Lodestar Private Asset Management
California
$4.44M +$1.39M +58,680 +46%
AMM
195
American Money Management
California
$4.4M +$66.1K +2,790 +2%
VA
196
Valmark Advisers
Ohio
$4.39M +$137K +5,787 +3%
FIC
197
Family Investment Center
Missouri
$4.38M -$75.6K -3,192 -2%
TYCC
198
Texas Yale Capital Corp
Florida
$4.35M -$1.49M -62,973 -26%
MTIC
199
Missouri Trust & Investment Company
Missouri
$4.33M -$486K -20,511 -10%
AWA
200
Acorn Wealth Advisors
Michigan
$4.21M +$69.2K +2,922 +2%
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