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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 %
GT
451
Greenleaf Trust
Michigan
$697K – – –
PAM
452
Pegasus Asset Management
New York
$696K -$73.8K -3,270 -10%
HA
453
Harfst & Associates
Wyoming
$689K -$1.69K -75 -0.2%
JWCA
454
J.W. Cole Advisors
Florida
$685K +$111K +4,902 +19%
SCM
455
SOL Capital Management
Maryland
$683K +$68 +3 +0%
EP
456
Eudaimonia Partners
Tennessee
$681K – – –
CFB
457
Cullen/Frost Bankers
Texas
$681K +$681K +30,198 New
SSWG
458
Seven Springs Wealth Group
Tennessee
$677K – – –
PGAM
459
Princeton Global Asset Management
New Jersey
$672K -$42.2K -1,869 -6%
VAF
460
Values Added Financial
District of Columbia
$670K +$7.17K +318 +1%
SWM
461
Selective Wealth Management
Virginia
$667K -$37K -1,680 -5%
ACI
462
Alpha Cubed Investments
California
$667K -$16.1K -714 -2%
CG
463
Cynosure Group
Utah
$659K -$383K -16,971 -37%
SWA
464
Stratos Wealth Advisors
Ohio
$646K +$88K +3,900 +16%
EFM
465
Eley Financial Management
Vermont
$643K -$46.8K -2,067 -7%
FHB
466
First Hawaiian Bank
Hawaii
$642K – – –
OBWG
467
Onyx Bridge Wealth Group
New York
$640K +$47.7K +2,115 +8%
WBCM
468
Wilson & Boucher Capital Management
California
$631K +$6.77K +300 +1%
FC
469
FCA Corp
Texas
$629K +$75.3K +3,336 +14%
PFBT
470
Parkside Financial Bank & Trust
Missouri
$626K -$30.3K -1,341 -5%
AAG
471
Armstrong Advisory Group
Massachusetts
$625K -$11.8K -522 -2%
Calamos Advisors
472
Calamos Advisors
Illinois
$620K -$48.7K -2,160 -7%
FAG
473
Fortitude Advisory Group
Washington
$612K -$91.8K -4,071 -13%
Kovitz Investment Group Partners
474
Kovitz Investment Group Partners
Illinois
$609K +$68 +3 +0%
PP
475
Pegasus Partners
Wisconsin
$608K – – –
17 18
19
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