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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 %
MS
501
Madden Securities
Texas
$515K -$6.84K -303 -1%
Bank of New York Mellon
502
Bank of New York Mellon
New York
$512K +$32.1K +1,422 +7%
BL
503
BCWM LLC
Kansas
$512K +$27.1K +1,203 +6%
Brown Advisory
504
Brown Advisory
Maryland
$505K – – –
GC
505
Grimes & Company
Massachusetts
$505K -$4.74K -210 -0.9%
BI
506
Berkeley Inc
Idaho
$504K -$5.08K -225 -1%
VC
507
Vicus Capital
Pennsylvania
$490K +$1.15K +51 +0.2%
MA
508
Modus Advisors
Minnesota
$489K -$880 -39 -0.2%
WF
509
Whelan Financial
California
$486K -$47.4K -2,103 -9%
WSWA
510
Warren Street Wealth Advisors
California
$482K -$27.8K -1,233 -5%
FRA
511
Front Row Advisors
California
$479K -$474 -21 -0.1%
CIBC Private Wealth Group
512
CIBC Private Wealth Group
Georgia
$477K +$284K +12,609 +148%
EWM
513
Empirical Wealth Management
Washington
$476K -$132K -5,847 -22%
WPC
514
Wedmont Private Capital
Pennsylvania
$476K +$67 +3 +0%
CNFG
515
Creegan & Nassoura Financial Group
New Hampshire
$466K – – –
WT
516
Whittier Trust
California
$463K -$1.9K -84 -0.4%
OPWM
517
Oakwell Private Wealth Management
Texas
$460K – – –
SCM
518
Stordahl Capital Management
Colorado
$459K -$880 -39 -0.2%
HIF
519
Hill Island Financial
Michigan
$459K – – –
APW
520
Aurora Private Wealth
New Jersey
$447K -$4.26K -189 -0.9%
CS
521
Comerica Securities
Michigan
$444K -$24.4K -1,080 -5%
MWP
522
Madison Wealth Partners
Wisconsin
$444K +$34.9K +1,548 +9%
APSI
523
Asset Planning Services Inc
Louisiana
$440K +$2.71K +120 +0.6%
TCM
524
Twele Capital Management
Minnesota
$435K -$880 -39 -0.2%
HI
525
Hendershot Investments
Virginia
$431K +$8.39K +372 +2%
19 20
21
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