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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 %
WPW
476
Watershed Private Wealth
Illinois
$606K – – –
TA
477
TrueWealth Advisors
Alabama
$601K -$29.2K -1,293 -5%
JF
478
Joule Financial
Kentucky
$595K -$12.8K -567 -2%
CWA
479
Continuum Wealth Advisors
New York
$594K -$677 -30 -0.1%
TAM
480
Townsend Asset Management
North Carolina
$593K +$1.15K +51 +0.2%
CG
481
Colony Group
Massachusetts
$586K -$23.6K -1,047 -4%
FNBT
482
FineMark National Bank & Trust
Florida
$581K -$93.8K -4,158 -14%
RJT
483
Raymond James Trust
Florida
$576K – – –
CM
484
Columbus Macro
Pennsylvania
$575K -$55.7K -2,469 -9%
BCA
485
Bay Colony Advisors
Massachusetts
$574K -$19.2K -852 -3%
MF
486
Meridian Financial
Massachusetts
$572K +$7.78K +345 +1%
WKSWA
487
White Knight Strategic Wealth Advisors
New Jersey
$569K -$469K -20,787 -45%
HIC
488
Holderness Investments Company
North Carolina
$569K +$50.5K +2,238 +10%
TPA
489
Trivium Point Advisory
Connecticut
$565K +$87.5K +3,993 +18%
UB
490
UMB Bank
Missouri
$565K +$535K +23,700 +1,791%
AGA
491
Arkos Global Advisors
Texas
$564K -$11.6K -513 -2%
CFGSD
492
Compass Financial Group (South Dakota)
South Dakota
$563K +$76.7K +3,399 +16%
SPIA
493
Steward Partners Investment Advisory
New York
$562K +$203 +9 +0%
PTC
494
Private Trust Company
Ohio
$560K +$4.67K +207 +0.8%
SF
495
Synovus Financial
Georgia
$559K -$38K -1,683 -6%
CHA
496
Cooper/Haims Advisors
New York
$554K -$87.5K -3,879 -14%
RA
497
Ruggaard & Associates
Ohio
$530K -$23.5K -1,041 -4%
EWM
498
Evermay Wealth Management
Virginia
$525K -$36.1K -1,602 -6%
OPA
499
Old Port Advisors
Maine
$518K +$518K +22,965 New
AIM
500
Aspen Investment Management
Michigan
$515K +$5.14K +228 +1%
18 19
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