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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 %
M&T Bank
576
M&T Bank
New York
$310K -$47K -2,082 -13%
PFP
577
Pinnacle Financial Partners
Tennessee
$307K +$880 +39 +0.3%
CG
578
Caprock Group
Idaho
$307K +$1.08K +48 +0.4%
BF
579
Brogan Financial
Tennessee
$305K +$41.1K +1,821 +16%
OSAM
580
O'Shaughnessy Asset Management
Connecticut
$304K – – –
AP
581
Appleton Partners
Massachusetts
$303K -$22K -972 -7%
RWM
582
RBA Wealth Management
California
$302K +$16.6K +738 +6%
HCA
583
Harbour Capital Advisors
Virginia
$300K -$39.5K -1,752 -12%
FRA
584
Frank Rimerman Advisors
California
$296K – – –
GJIA
585
Glass Jacobson Investment Advisors
Maryland
$295K +$198K +8,754 +202%
PWMG
586
Prestige Wealth Management Group
New Jersey
$295K – – –
RCA
587
Reitz Capital Advisors
Michigan
$294K -$5.12M -231,519 -95%
MIP
588
Marietta Investment Partners
Wisconsin
$293K -$14.6K -645 -5%
GWAM
589
Guardian Wealth Advisors (Minnesota)
Minnesota
$292K -$8.93K -396 -3%
ZIM
590
Zacks Investment Management
Illinois
$288K -$7.92K -351 -3%
TWP
591
Total Wealth Planning
Ohio
$287K -$4.6K -204 -2%
PI
592
PFG Investments
New York
$284K -$24.6K -1,092 -8%
AT
593
American Trust
Kentucky
$284K -$936K -41,469 -77%
BB
594
Busey Bank
Illinois
$281K – – –
ECM
595
Evergreen Capital Management
Washington
$280K +$280K +12,414 New
TC
596
Telemus Capital
Michigan
$280K -$81.8K -3,627 -23%
EWM
597
Elmwood Wealth Management
California
$279K -$1.69K -75 -0.6%
LAIC
598
Lederer & Associates Investment Counsel
California
$279K -$60.2K -2,667 -18%
PIM
599
Penobscot Investment Management
Massachusetts
$278K – – –
VPIM
600
Vanguard Personalized Indexing Management
California
$277K – – –
22 23
24
25 26