SCHM icon

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
12.33%
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
1
Wealth Enhancement Advisory Services
Minnesota
$165M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.39B
3
SIS
3
Strategic Investment Solutions
Illinois
$16.8M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$50.6M
5
Lido Advisors
5
Lido Advisors
California
$22.4M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$154K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$51.2M
3
PA
3
Procyon Advisors
Connecticut
$2.14M
4
RCA
4
Reitz Capital Advisors
Michigan
$294K
5
PIMG
5
Patriot Investment Management Group
Tennessee
$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
26
HHM Wealth Advisors
Tennessee
$38.8M +$1.59M +70,266 +4%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$35.5M -$995K -44,124 -3%
GAM
28
Gemmer Asset Management
California
$31.1M +$500K +22,164 +2%
DC
29
Davenport & Co
Virginia
$25.2M +$1.16M +51,384 +5%
BCMO
30
Buckingham Capital Management (Ohio)
Ohio
$25M -$324K -14,340 -1%
SAM
31
Summit Asset Management
Tennessee
$23.6M +$270K +11,955 +1%
NFW
32
Noble Family Wealth
Florida
$22.9M -$75.3K -3,336 -0.3%
Morgan Stanley
33
Morgan Stanley
New York
$22.7M +$18.8K +834 +0.1%
MWM
34
Modera Wealth Management
New Jersey
$22.5M -$902K -39,963 -4%
Lido Advisors
35
Lido Advisors
California
$22.4M +$13.3M +587,604 +145%
BCM
36
Brookstone Capital Management
Illinois
$22.2M -$2.54M -116,274 -10%
CWM
37
Curi Wealth Management
North Carolina
$20.8M -$3.21M -142,299 -13%
MFT
38
Moisand Fitzgerald Tamayo
Florida
$20.8M -$83.7K -3,708 -0.4%
MAG
39
Mokosak Advisory Group
Iowa
$20.8M +$359K +15,906 +2%
EGWAG
40
Elwood & Goetz Wealth Advisory Group
Georgia
$20.7M -$826K -36,597 -4%
MF
41
Manchester Financial
California
$19.8M +$264K +11,718 +1%
FC
42
Financial Consulate
Maryland
$19.5M +$408K +18,093 +2%
PMG
43
ProVise Management Group
Florida
$19.2M -$1.87M -82,716 -9%
EWA
44
Exencial Wealth Advisors
Oklahoma
$18.9M +$1.6M +71,052 +9%
SIC
45
Salem Investment Counselors
North Carolina
$17.6M +$13.2K +585 +0.1%
CWM
46
Campbell Wealth Management
Virginia
$17.3M -$397K -17,589 -2%
CAN
47
Cetera Advisor Networks
California
$17.2M +$997K +44,214 +6%
DAS
48
Dynamic Advisor Solutions
Arizona
$16.9M +$2.35M +104,133 +16%
SIS
49
Strategic Investment Solutions
Illinois
$16.8M +$16.6M +699,162 +6,233%
IA
50
IFP Advisors
Florida
$16.7M +$474K +20,994 +3%
1
2
3 4 5