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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

773 hedge funds and large institutions have $6.18B invested in Schwab US Mid-Cap ETF in 2023 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 303 increasing their positions, 301 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
773
Holders Change
-6
Holders Change %
-0.77%
% of All Funds
12.32%
Holding in Top 10
81
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.85%
% of All Funds
1.29%
New
41
Increased
303
Reduced
301
Closed
38
Calls
$1.19M
Puts
$14K
Net Calls
+$1.18M
Net Calls Change
+$507K

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$165M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.39B
3
SIS
Strategic Investment Solutions
Illinois
$16.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$50.6M
5
Lido Advisors
Lido Advisors
California
$22.4M

Top Sellers

1
GI
Gradient Investments
Minnesota
$154K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$51.2M
3
PA
Procyon Advisors
Connecticut
$2.14M
4
RCA
Reitz Capital Advisors
Michigan
$294K
5
PIMG
Patriot Investment Management Group
Tennessee
$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
226
Powers Advisory Group
Illinois
$3.13M +$141K +6,255 +5%
CFG
227
Citizens Financial Group
Rhode Island
$3.11M -$145K -6,408 -4%
BBW
228
Blue Barn Wealth
Utah
$3.1M +$63.4K +2,811 +2%
MA
229
Mutual Advisors
Nebraska
$3.09M +$772K +34,218 +33%
RWM
230
Reston Wealth Management
Virginia
$3.04M -$686K -30,390 -18%
VBWMG
231
Von Berge Wealth Management Group
California
$3.04M -$44.3K -1,965 -1%
SFA
232
Souders Financial Advisors
Ohio
$3.03M +$72.6K +3,219 +2%
LBC
233
Lowe Brockenbrough & Co
Virginia
$3.02M – – –
RC
234
Roundview Capital
New Jersey
$2.97M -$112K -4,944 -4%
RWP
235
Revolve Wealth Partners
New Jersey
$2.94M -$971K -43,062 -25%
NRI
236
NFP Retirement Inc
California
$2.94M -$442K -19,608 -13%
WSTAM
237
Wilbanks Smith & Thomas Asset Management
Virginia
$2.89M -$53K -2,349 -2%
NA
238
NewEdge Advisors
Louisiana
$2.82M +$416K +18,459 +17%
MG
239
Mather Group
Illinois
$2.8M -$154K -6,816 -5%
FC
240
Forte Capital
New York
$2.8M -$18.5K -819 -0.7%
CHA
241
Carmichael Hill & Associates
Maryland
$2.79M +$112K +4,983 +4%
ACA
242
Atlas Capital Advisors
Wyoming
$2.72M – – –
PWM
243
Perigon Wealth Management
California
$2.72M -$47.4K -2,100 -2%
NIM
244
Nicollet Investment Management
Minnesota
$2.68M +$56.8K +2,517 +2%
PIAS
245
PCA Investment Advisory Services
Ohio
$2.68M +$15.8K +699 +0.6%
EW
246
Element Wealth
Mississippi
$2.67M +$9K +399 +0.3%
OFG
247
Orcam Financial Group
California
$2.66M +$3.32K +147 +0.1%
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$2.62M +$33.6K +1,491 +1%
SPP
249
Single Point Partners
Massachusetts
$2.61M +$2.61M +115,884 New
FAG
250
Financial Advisory Group
Texas
$2.6M +$15K +666 +0.6%
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