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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 %
VVP
426
Venture Visionary Partners
Ohio
$791K +$24.2K +1,071 +3%
PVI
427
Pine Valley Investments
New Jersey
$789K -$58.8K -2,607 -7%
ANTB
428
AMG National Trust Bank
Colorado
$782K – – –
SFWA
429
Summit Financial Wealth Advisors
Louisiana
$781K – – –
AWM
430
AE Wealth Management
Kansas
$779K +$275K +12,204 +55%
Renaissance Technologies
431
Renaissance Technologies
New York
$778K +$372K +16,500 +92%
GBWM
432
Granite Bay Wealth Management
New Hampshire
$778K +$778K +32,817 New
MCM
433
Mitchell Capital Management
Kansas
$775K -$145K -6,444 -16%
GIA
434
GHP Investment Advisors
Colorado
$775K +$1.73K +78 +0.2%
AWS
435
Atria Wealth Solutions
New York
$769K -$1.49K -66 -0.2%
FFA
436
First Foundation Advisors
California
$769K +$769K +34,071 New
US Bancorp
437
US Bancorp
Minnesota
$767K -$3.72K -165 -0.5%
FT
438
Fiduciary Trust
Massachusetts
$766K -$39.9K -1,767 -5%
AA
439
Alesco Advisors
New York
$758K -$66.7K -2,955 -8%
PA
440
Parallel Advisors
California
$757K +$381K +16,893 +101%
PRS
441
Pinkerton Retirement Specialists
Idaho
$741K -$29.6K -1,311 -4%
CWM
442
Cornerstone Wealth Management
Missouri
$740K -$2.3K -102 -0.3%
IWC
443
Integrated Wealth Concepts
Massachusetts
$739K -$3.79K -168 -0.5%
PSCM
444
Per Stirling Capital Management
Texas
$730K +$56.8K +2,517 +8%
LFAS
445
Level Four Advisory Services
Texas
$727K +$67.5K +2,991 +10%
OCM
446
One Capital Management
California
$722K – – –
NL
447
NWAM LLC
Washington
$718K +$125K +5,550 +21%
PA
448
Planning Alternatives
Michigan
$711K -$4.81K -213 -0.7%
RZH
449
Relyea Zuckerberg Hanson
Connecticut
$700K +$2.64K +117 +0.4%
RPGK
450
Retirement Planning Group (Kansas)
Kansas
$699K +$169K +7,497 +32%
16 17
18
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