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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 %
PFT
276
Providence First Trust
Arizona
$2.08M – – –
IWM
277
IHT Wealth Management
Illinois
$2.07M -$37.8K -1,674 -2%
TW
278
Transform Wealth
Colorado
$2.05M -$1.83M -81,261 -47%
SWM
279
SeaCrest Wealth Management
New York
$2.01M +$37.9K +1,680 +2%
IAIM
280
International Assets Investment Management
Florida
$1.96M +$1.96M +108,360 New
SFA
281
Sequoia Financial Advisors
Ohio
$1.95M +$129K +5,697 +7%
JPLA
282
Joseph P. Lucia & Associates
New York
$1.95M -$17.3K -768 -0.9%
AC
283
Abbrea Capital
California
$1.94M -$72.8K -3,225 -4%
LHEI
284
Leo H. Evart Inc
California
$1.93M -$42.2K -1,869 -2%
CA
285
Centerpoint Advisors
Massachusetts
$1.9M – – –
WA
286
WBH Advisory
Maryland
$1.89M +$75.5K +3,348 +4%
EFS
287
Econ Financial Services
Pennsylvania
$1.86M +$1.86M +82,371 New
VCM
288
Vivaldi Capital Management
Illinois
$1.85M +$205K +9,096 +13%
CFA
289
Cahill Financial Advisors
Minnesota
$1.82M -$167K -7,395 -8%
DWM
290
Dakota Wealth Management
Florida
$1.77M +$539K +23,901 +44%
CA
291
Cetera Advisors
Colorado
$1.77M +$71.9K +3,186 +4%
BFA
292
Beaumont Financial Advisors
Massachusetts
$1.73M -$129K -5,709 -7%
SWA
293
Sutton Wealth Advisors
Florida
$1.73M -$24.4K -1,080 -1%
AGC
294
Aspen Grove Capital
Colorado
$1.72M +$296K +13,113 +21%
Northern Trust
295
Northern Trust
Illinois
$1.7M -$246K -10,893 -13%
SFP
296
Strategic Financial Planning
Texas
$1.69M +$20.8K +921 +1%
FPF
297
First Pacific Financial
Washington
$1.69M -$22.9K -1,017 -1%
LF
298
LifeSteps Financial
California
$1.68M +$110K +4,884 +7%
JWS
299
Juncture Wealth Strategies
Arizona
$1.67M -$439K -19,449 -21%
ZF
300
Zhang Financial
Michigan
$1.66M -$108K -4,770 -6%
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