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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 %
AWM
351
Apollon Wealth Management
South Carolina
$1.2M -$3.39M -150,306 -74%
CAM
352
Chandler Asset Management
California
$1.19M +$4.54K +201 +0.4%
DWM
353
Destination Wealth Management
California
$1.19M -$155K -6,864 -12%
CA
354
Cambridge Advisors
Nebraska
$1.18M +$78K +3,456 +7%
PWM
355
Prentice Wealth Management
New York
$1.18M +$34.4K +1,524 +3%
OFG
356
Oxford Financial Group
Indiana
$1.18M +$1.18M +52,299 New
GWWM
357
Great Waters Wealth Management
Minnesota
$1.18M -$53.5K -2,409 -4%
AFA
358
Arlington Financial Advisors
California
$1.17M +$47K +2,085 +4%
ML
359
McAdam LLC
Pennsylvania
$1.17M -$136K -6,021 -10%
SFC
360
SYM Financial Corp
Indiana
$1.17M +$1.17M +51,765 New
PIA
361
Panoramic Investment Advisors
Colorado
$1.16M +$1.16M +51,606 New
OFS
362
Oldfather Financial Services
Nebraska
$1.16M -$102K -4,536 -8%
PWM
363
Paulson Wealth Management
Illinois
$1.15M +$22.6K +1,002 +2%
GL
364
Graypoint LLC
New York
$1.14M +$1.14M +50,712 New
Janney Montgomery Scott
365
Janney Montgomery Scott
Pennsylvania
$1.14M -$85.5K -3,789 -7%
PCM
366
Pennsylvania Capital Management
Pennsylvania
$1.14M +$28.2K +1,248 +3%
IFS
367
Ifrah Financial Services
Arkansas
$1.13M -$8.05K -357 -0.7%
WF
368
Warner Financial
Maryland
$1.12M +$45.1K +2,001 +4%
KLI
369
Kelman-Lazarov Inc
Tennessee
$1.12M -$36K -1,596 -3%
BWM
370
Benchmark Wealth Management
Connecticut
$1.11M – – –
AL
371
Aspiriant LLC
California
$1.11M -$1.9K -84 -0.2%
WCM
372
Wealthcare Capital Management
Virginia
$1.1M +$491K +21,762 +80%
FI
373
FIDELIS iM
Oregon
$1.1M – – –
PFM
374
Phillips Financial Management
Indiana
$1.09M +$84.2K +3,732 +8%
CCM
375
Condor Capital Management
New Jersey
$1.09M +$29K +1,287 +3%
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