SCHM icon

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 %
CCWA
201
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.18M -$7.6K -321 -0.2%
GVAG
202
Great Valley Advisor Group
Delaware
$4.17M +$107K +4,536 +3%
CCM
203
Coldstream Capital Management
Washington
$4.15M -$376K -15,879 -8%
RWP
204
Revolve Wealth Partners
New Jersey
$4.11M -$4.39M -185,229 -52%
WFAG
205
Wescott Financial Advisory Group
Pennsylvania
$4.09M -$274K -11,589 -6%
TW
206
Transform Wealth
Colorado
$4.08M -$66.1K -2,790 -2%
YIA
207
YHB Investment Advisors
Connecticut
$4.01M +$44.1K +1,863 +1%
RWM
208
Reston Wealth Management
Virginia
$3.91M +$161K +6,789 +4%
EFG
209
Everhart Financial Group
Ohio
$3.89M -$217K -9,162 -5%
Stifel Financial
210
Stifel Financial
Missouri
$3.88M -$112K -4,740 -3%
CWA
211
Carolina Wealth Advisors
South Carolina
$3.84M +$45.6K +1,926 +1%
WMG
212
WESCAP Management Group
California
$3.77M -$190K -8,043 -5%
SOS
213
Silver Oak Securities
Tennessee
$3.77M +$751K +31,740 +25%
MCM
214
Mengis Capital Management
Oregon
$3.7M +$45.6K +1,926 +1%
FCAG
215
First Capital Advisors Group
New Jersey
$3.69M +$1.42M +60,108 +63%
SIA
216
SkyView Investment Advisors
New Jersey
$3.69M +$1.42M +60,108 +63%
AFO
217
Arrowroot Family Office
California
$3.69M +$53.6K +2,265 +1%
ACM
218
Arcataur Capital Management
Wisconsin
$3.69M +$3.69M +155,667 New
H
219
HoyleCohen
California
$3.63M +$612K +25,866 +20%
Royal Bank of Canada
220
Royal Bank of Canada
Ontario, Canada
$3.62M -$322K -13,620 -8%
WAP
221
Wealthcare Advisory Partners
Pennsylvania
$3.55M +$1.9M +80,316 +115%
NRI
222
NFP Retirement Inc
California
$3.55M -$588K -24,822 -14%
SF
223
Safeguard Financial
Wisconsin
$3.52M +$177K +7,497 +5%
AAS
224
Ameritas Advisory Services
Nebraska
$3.51M -$4.24M -180,354 -55%
PSIWM
225
Paradigm Strategies in Wealth Management
Minnesota
$3.5M +$370K +15,612 +12%
7 8
9
10 11