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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 %
CAG
526
Curtis Advisory Group
California
$425K -$12.3K -546 -3%
WDL
527
Well Done LLC
Michigan
$420K – – –
DFG
528
Delta Financial Group
New Jersey
$419K +$419K +18,564 New
HTC
529
Haverford Trust Company
Pennsylvania
$418K – – –
PNC Financial Services Group
530
PNC Financial Services Group
Pennsylvania
$416K +$31.1K +1,380 +8%
MWM
531
MBE Wealth Management
Wisconsin
$413K +$1.02K +45 +0.2%
IAA
532
Independent Advisor Alliance
North Carolina
$407K -$63.1K -2,796 -13%
GAM
533
Garrison Asset Management
Arkansas
$404K +$48.3K +2,142 +14%
PI
534
Pachira Investments
California
$399K +$1.56K +69 +0.4%
FCI
535
Financial Counselors Inc
Kansas
$398K -$20.3K -900 -5%
FPCG
536
Fort Pitt Capital Group
Pennsylvania
$397K +$22.1K +981 +6%
CWM
537
Castle Wealth Management
Florida
$392K -$9.48K -420 -2%
AWE
538
Avidian Wealth Enterprises
Texas
$390K -$70.7K -3,132 -15%
CIS
539
Continental Investors Services
Washington
$390K -$389K -17,235 -50%
JFGIW
540
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$388K -$103K -4,554 -21%
HT
541
Heritage Trust
Oklahoma
$386K – – –
DBRC
542
D.B. Root & Company
Pennsylvania
$385K +$338 +15 +0.1%
AF
543
Advisornet Financial
Minnesota
$380K +$34.9K +1,548 +10%
FPCP
544
Fort Point Capital Partners
California
$373K +$373K +16,545 New
CIC
545
Carnegie Investment Counsel
Ohio
$370K +$68 +3 +0%
ACA
546
Aspire Capital Advisors
Washington
$367K +$39.5K +1,752 +12%
TWM
547
Triton Wealth Management
Arizona
$366K -$64.4K -2,886 -15%
BF
548
Blankinship & Foster
California
$365K +$1.02K +45 +0.3%
WC
549
Waterloo Capital
Texas
$363K -$54.5K -2,418 -13%
TFP
550
Tilia Fiduciary Partners
North Carolina
$355K +$474 +21 +0.1%
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