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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 %
BA
251
Bristlecone Advisors
Washington
$2.59M -$8.19K -363 -0.3%
CFO
252
Collective Family Office
Pennsylvania
$2.58M +$431K +19,089 +20%
KF
253
Krilogy Financial
Missouri
$2.55M -$24.6K -1,092 -1%
MAM
254
Marquette Asset Management
Minnesota
$2.49M -$719K -31,851 -22%
LNC
255
Lincoln National Corp
Pennsylvania
$2.47M +$339K +15,012 +16%
CFS
256
CRA Financial Services
New Jersey
$2.41M +$3.25K +144 +0.1%
Envestnet Portfolio Solutions
257
Envestnet Portfolio Solutions
Illinois
$2.41M +$2.41M +106,692 New
RDWM
258
Red Door Wealth Management
Tennessee
$2.4M -$181K -8,022 -7%
WANY
259
Wealthspire Advisors (New York)
New York
$2.39M -$9.75K -432 -0.4%
UIA
260
Ulland Investment Advisors
Minnesota
$2.35M +$33.7K +1,494 +1%
RWA
261
River Wealth Advisors
Pennsylvania
$2.35M -$47.3K -2,097 -2%
TWM
262
Tradition Wealth Management
Minnesota
$2.31M -$43.6K -1,935 -2%
AAS
263
Avantax Advisory Services
Texas
$2.26M +$1.67M +74,070 +284%
CAG
264
Compass Advisory Group
New York
$2.24M -$35.5K -1,575 -2%
WP
265
WealthShield Partners
North Carolina
$2.22M -$3.18K -141 -0.1%
BWM
266
BCS Wealth Management
Tennessee
$2.2M +$2.2M +97,680 New
HA
267
HC Advisors
Georgia
$2.2M -$12.9K -570 -0.6%
NP
268
NorthRock Partners
Minnesota
$2.18M +$2.18M +96,657 New
JCIA
269
Jackson Creek Investment Advisors
Colorado
$2.17M +$17K +753 +0.8%
SAF
270
Smith Anglin Financial
Texas
$2.14M -$186K -8,223 -8%
PA
271
Procyon Advisors
Connecticut
$2.14M -$5.28M -233,841 -71%
BC
272
Bartlett & Co
Ohio
$2.11M -$63K -2,790 -3%
BCWM
273
Bartlett & Co Wealth Management
Ohio
$2.11M -$62.9K -2,790 -3%
LCM
274
Leisure Capital Management
California
$2.1M +$13.5K +597 +0.6%
SFG
275
Sunburst Financial Group
Alabama
$2.09M -$22.9K -1,014 -1%
9 10
11
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