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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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.33B 18,778,052 +940,800 +5%
Creative Planning
2
Creative Planning
Kansas
$729M 10,267,889 -201,223 -2%
HighTower Advisors
3
HighTower Advisors
Illinois
$245M 3,456,833 +71,247 +2%
PCIA
4
Prime Capital Investment Advisors
Kansas
$124M 1,751,855 +121,431 +7%
MGIA
5
Moneta Group Investment Advisors
Missouri
$124M 1,744,189 +178,888 +11%
UBS Group
6
UBS Group
Switzerland
$115M 1,612,558 -7,656 -0.5%
AA
7
Advisory Alpha
Michigan
$97.7M 1,375,109 +74,083 +6%
LWMT
8
Legacy Wealth Management (Tennessee)
Tennessee
$96.8M 1,362,290 +21,107 +2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$88.2M 1,241,303 +1,265 +0.1%
Cerity Partners
10
Cerity Partners
New York
$86.7M 1,221,045 +243,404 +25%
FFA
11
Fragasso Financial Advisors
Pennsylvania
$71.3M 1,003,401 +40,196 +4%
GI
12
Gradient Investments
Minnesota
$69.8M 982,511 -19,358 -2%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$69.4M 977,114 +5,170 +0.5%
JFG
14
JMG Financial Group
Illinois
$68.6M 966,106 -35,467 -4%
AWS
15
AJ Wealth Strategies
New York
$61.2M 862,311 +27,813 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$60.9M 857,342 -80,162 -9%
HSA
17
HBK Sorce Advisory
Pennsylvania
$50.7M 714,314 +51,885 +8%
LPL Financial
18
LPL Financial
California
$50.1M 705,902 +20,117 +3%
Ameriprise
19
Ameriprise
Minnesota
$47.5M 668,270 -130,414 -16%
OIA
20
OneDigital Investment Advisors
Kansas
$47.1M 662,948 -81,676 -11%
BBA
21
BLB&B Advisors
Pennsylvania
$45.1M 634,745 -66,420 -9%
Mariner
22
Mariner
Kansas
$43.2M 608,793 -6,014 -1%
RWM
23
RKL Wealth Management
Pennsylvania
$41.6M 586,065 +4,175 +0.7%
SFS
24
Summit Financial Strategies
Ohio
$40.4M 568,768 +25,460 +5%
HWA
25
HHM Wealth Advisors
Tennessee
$39.1M 550,597 +17,920 +3%
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