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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 %
ICG
376
InterOcean Capital Group
Tennessee
$1.09M -$49.2K -2,181 -4%
EWA
377
EP Wealth Advisors
California
$1.08M +$503K +22,284 +86%
SAM
378
S.A. Mason
Michigan
$1.08M -$42.4K -1,878 -4%
BRWA
379
B. Riley Wealth Advisors
Florida
$1.08M +$5.75K +255 +0.5%
FHA
380
Flagship Harbor Advisors
Massachusetts
$1.07M +$41.3K +1,830 +4%
QCG
381
Quadrant Capital Group
Ohio
$1.07M -$79.7K -3,531 -7%
AllianceBernstein
382
AllianceBernstein
Tennessee
$1.06M +$14.8K +654 +1%
EL
383
EWA LLC
Pennsylvania
$1.06M +$38.5K +1,758 +4%
HI
384
Harbour Investments
Wisconsin
$1.03M +$30.8K +1,365 +3%
KWM
385
Kingsview Wealth Management
Oregon
$1.02M -$70.4K -3,120 -6%
LB
386
Legacy Bridge
Iowa
$1.02M – – –
WCM
387
Wisconsin Capital Management
Wisconsin
$1.02M – – –
SFG
388
StrategIQ Financial Group
Indiana
$1.01M – – –
PFC
389
Phocas Financial Corp
California
$1.01M +$68K +3,015 +7%
SPC
390
Sigma Planning Corp
Michigan
$1.01M -$17.7K -783 -2%
BWL
391
Bogart Wealth LLC
Virginia
$1M +$57.7K +2,559 +6%
PA
392
PFG Advisors
Arizona
$1M -$4.4K -195 -0.4%
PCM
393
Parsons Capital Management
Rhode Island
$994K +$1.35K +60 +0.1%
CWM
394
Cedar Wealth Management
California
$993K +$153K +6,786 +18%
FLPIM
395
F.L. Putnam Investment Management
Massachusetts
$981K -$6.77K -300 -0.7%
GB
396
Goepper Burkhardt
South Carolina
$980K -$8.12K -360 -0.8%
HP
397
Hilltop Partners
Indiana
$971K -$89.6K -3,972 -8%
MA
398
MCF Advisors
Kentucky
$970K +$5.55K +246 +0.6%
OIM
399
Orca Investment Management
Oregon
$970K -$5.69K -252 -0.6%
LJAC
400
L.J. Altfest & Co
New York
$964K +$7.99K +354 +0.8%
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16
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