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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 %
BW
601
BIP Wealth
Georgia
$275K +$34.9K +1,548 +15%
KWS
602
Keystone Wealth Services
California
$274K -$6.63K -294 -2%
HL
603
HeadInvest LLC
Maine
$272K – – –
LBA
604
Lowell Blake & Associates
Massachusetts
$271K – – –
AFG
605
Albion Financial Group
Utah
$270K -$12.5K -555 -4%
HIM
606
Harbour Investment Management
Washington
$268K +$6.77K +300 +3%
ACM
607
Armbruster Capital Management
New York
$267K – – –
ONB
608
Old National Bancorp
Indiana
$266K – – –
RFA
609
Resurgent Financial Advisors
Georgia
$266K -$4.67K -207 -2%
FCM
610
Firestone Capital Management
Florida
$263K +$677 +30 +0.3%
RFC
611
Regions Financial Corp
Alabama
$262K -$5.55K -246 -2%
RBCM
612
Raub Brock Capital Management
California
$261K +$1.9K +84 +0.7%
SWM
613
Stockman Wealth Management
Montana
$261K -$84.5K -3,747 -24%
BA
614
Ballast Advisors
Minnesota
$260K -$44.1K -1,953 -15%
KFS
615
Kaizen Financial Strategies
California
$257K -$135 -6 -0.1%
WCF
616
West Coast Financial
California
$257K – – –
LFG
617
Leverty Financial Group
Wisconsin
$257K -$21.7K -960 -8%
IF
618
Intrua Financial
Texas
$257K -$33.8K -1,500 -12%
FWS
619
FinDec Wealth Services
California
$256K -$51.6K -2,289 -17%
PIA
620
Pinion Investment Advisors
Kansas
$251K +$22.7K +1,005 +10%
RA
621
RFG Advisory
Alabama
$250K +$250K +11,103 New
GM
622
GeoWealth Management
Illinois
$248K +$248K +10,989 New
BJL
623
Brighton Jones LLC
Washington
$248K +$745 +33 +0.3%
National Bank of Canada
624
National Bank of Canada
Quebec, Canada
$247K +$133K +5,691 +118%
VCA
625
Verdence Capital Advisors
Maryland
$245K +$245K +10,872 New
23 24
25
26 27