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
12.32%
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 %
BFG
551
Bouchey Financial Group
New York
$355K – – –
FPAS
552
Focus Partners Advisor Solutions
Missouri
$350K +$18.7K +831 +6%
PFGIA
553
Patriot Financial Group Insurance Agency
Massachusetts
$349K -$51.5K -2,283 -13%
HWM
554
Heirloom Wealth Management
Colorado
$347K -$218K -9,663 -39%
CCB
555
Country Club Bank
Missouri
$339K – – –
WF
556
Williams Financial
Vermont
$339K +$3.45K +153 +1%
FIA
557
Foundations Investment Advisors
Arizona
$339K +$339K +15,006 New
AIM
558
Acropolis Investment Management
Missouri
$338K – – –
BAM
559
Bosun Asset Management
Illinois
$338K – – –
GG
560
Greenwood Gearhart
Arkansas
$335K +$11.5K +510 +4%
RPA
561
Rock Point Advisors
Vermont
$334K -$6.09K -270 -2%
RIA
562
Regal Investment Advisors
Michigan
$334K +$110K +4,857 +49%
PFO
563
Pathstone Family Office
New Jersey
$329K -$19.8K -879 -6%
PL
564
Plancorp LLC
Missouri
$328K +$203 +9 +0.1%
MCM
565
Mendel Capital Management
Arkansas
$325K +$63.3K +2,808 +24%
PAM
566
Peak Asset Management
Colorado
$324K -$880 -39 -0.3%
KPWS
567
Kestra Private Wealth Services
Texas
$324K -$34.9K -1,548 -10%
VWA
568
Visionary Wealth Advisors
Illinois
$322K -$1.08K -48 -0.3%
FFA
569
Fortune Financial Advisors
Kansas
$321K +$20K +885 +7%
PAMG
570
Patton Albertson Miller Group
Tennessee
$319K -$20.8K -921 -6%
CFO
571
CVA Family Office
Colorado
$319K +$24.5K +1,086 +8%
HNB
572
Huntington National Bank
Ohio
$319K -$335K – –
Empower Advisory Group
573
Empower Advisory Group
Colorado
$319K -$53.3K -2,364 -14%
FWM
574
Fingerlakes Wealth Management
New York
$317K -$53.2K -2,358 -14%
PFS
575
Prospera Financial Services
Texas
$313K -$22.1K -975 -7%
21 22
23
24 25