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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 %
TFS
401
Thoroughbred Financial Services
Tennessee
$958K +$24.2K +1,071 +3%
NGA
402
Naples Global Advisors
Florida
$957K +$40.9K +1,815 +4%
WOSD
403
WFA of San Diego
California
$947K -$91.3K -4,047 -9%
LTL
404
Lowery Thomas LLC
California
$946K +$24K +1,062 +3%
Prudential Financial
405
Prudential Financial
New Jersey
$932K -$17.1K -756 -2%
CAG
406
Csenge Advisory Group
Florida
$929K -$45.9K -2,034 -5%
Fidelity Investments
407
Fidelity Investments
Massachusetts
$928K +$98.8K +4,380 +12%
CIR
408
Clear Investment Research
Georgia
$928K +$1.29K +57 +0.1%
CI
409
CX Institutional
Indiana
$915K +$915K +40,551 New
NWMG
410
National Wealth Management Group
Ohio
$911K -$13.3K -591 -1%
SQA
411
Simon Quick Advisors
New Jersey
$909K +$121K +5,376 +15%
SIC
412
Sigma Investment Counselors
Michigan
$908K +$61.9K +2,745 +7%
CP
413
Capital Planning
Washington
$895K +$60.1K +2,664 +7%
BIA
414
Bigelow Investment Advisors
Maine
$893K -$609 -27 -0.1%
SF
415
Summit Financial
New Jersey
$887K +$1.83K +81 +0.2%
PCMC
416
Private Capital Management (Colorado)
Colorado
$880K -$105K -4,662 -11%
HF
417
Halpern Financial
Virginia
$870K +$495K +21,930 +132%
MWA
418
Motive Wealth Advisors
Michigan
$869K -$213K -9,420 -20%
SAM
419
Sawgrass Asset Management
Florida
$862K +$10.2K +450 +1%
DCM
420
Donaldson Capital Management
Indiana
$862K +$862K +38,196 New
Natixis Advisors
421
Natixis Advisors
Massachusetts
$849K +$849K +37,635 New
RWP
422
RWA Wealth Partners
Massachusetts
$845K +$135 +6 +0%
PSF
423
Pacific Sun Financial
California
$842K -$16.9K -750 -2%
CAM
424
Cozad Asset Management
Illinois
$802K – – –
DI
425
Diligent Investors
California
$801K -$71.4K -3,165 -8%
15 16
17
18 19