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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
+$144M
2
Financial Engines Advisors
Financial Engines Advisors
California
+$116M
3
SIS
Strategic Investment Solutions
Illinois
+$16.6M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$16.1M
5
Lido Advisors
Lido Advisors
California
+$13.3M

Top Sellers

1
GI
Gradient Investments
Minnesota
-$66.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.78M
3
PA
Procyon Advisors
Connecticut
-$5.28M
4
RCA
Reitz Capital Advisors
Michigan
-$5.12M
5
PIMG
Patriot Investment Management Group
Tennessee
-$5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SHJ
326
Sharkey, Howes & Javer
Colorado
$1.41M -$139K -6,153 -9%
Citadel Advisors
327
Citadel Advisors
Florida
$1.39M +$1.18M +52,161 +557%
CS
328
Crescent Sterling
Louisiana
$1.37M -$224K -9,951 -14%
AL
329
ACAS LLC
California
$1.35M -$12.5K -555 -0.9%
FA
330
Fagan Associates
New York
$1.35M +$3.18K +141 +0.2%
BL
331
BFSG LLC
California
$1.33M +$41.9K +1,857 +3%
KHC
332
Koesten Hirschmann & Crabtree
Kansas
$1.33M – – –
IAN
333
Integrated Advisors Network
Texas
$1.33M -$73.4K -3,252 -5%
BCI
334
Brinker Capital Investments
Pennsylvania
$1.32M -$51.7K -2,292 -4%
OPS
335
Orion Portfolio Solutions
Nebraska
$1.32M -$51.7K -2,292 -4%
SMC
336
Smith, Moore & Co
Missouri
$1.31M +$40K +1,794 +3%
CA
337
Continuum Advisory
Idaho
$1.3M -$42.4K -1,881 -3%
ECG
338
Edge Capital Group
Georgia
$1.3M – – –
SLT
339
St Louis Trust
Missouri
$1.3M – – –
BCM
340
Boltwood Capital Management
California
$1.29M +$85.8K +3,804 +7%
BMCM
341
Burns Matteson Capital Management
New York
$1.28M -$4.74K -210 -0.4%
SWM
342
Spire Wealth Management
Virginia
$1.28M -$23.9K -1,059 -2%
DWMG
343
DB Wealth Management Group
California
$1.27M +$143K +6,360 +13%
AWC
344
Adamsbrown Wealth Consultants
Kansas
$1.25M -$241K -10,698 -16%
AFG
345
Arkansas Financial Group
Arkansas
$1.25M – – –
1WM
346
1900 Wealth Management
Texas
$1.23M -$2.1K -93 -0.2%
IWMA
347
Ironwood Wealth Management (Arizona)
Arizona
$1.23M -$294K -13,053 -19%
CBFP
348
Cedar Brook Financial Partners
Ohio
$1.21M +$78.8K +3,492 +7%
Lazard Asset Management
349
Lazard Asset Management
New York
$1.21M – – –
LC
350
LTG Capital
Massachusetts
$1.2M +$1.02K +45 +0.1%
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14
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