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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 %
GA
626
Goldstein Advisors
Wisconsin
$244K – – –
UW
627
Unique Wealth
Florida
$242K – – –
Betterment LLC
628
Betterment LLC
New York
$239K -$29.1K -1,290 -11%
CIAS
629
Capital Investment Advisory Services
North Carolina
$238K +$68 +3 +0%
ACA
630
Ascension Capital Advisors
Texas
$233K – – –
KAS
631
KPP Advisory Services
Kentucky
$233K +$233K +10,320 New
HIC
632
Hartline Investment Corp
Illinois
$233K – – –
SSB
633
Sandy Spring Bank
Maryland
$232K -$6.36K -282 -3%
William Blair & Company
634
William Blair & Company
Illinois
$232K – – –
EWP
635
Elevation Wealth Partners
California
$231K -$2.64K -117 -1%
G
636
Gainplan
Michigan
$229K -$10.8K -477 -4%
AA
637
Ancora Advisors
Ohio
$227K +$68 +3 +0%
MCCP
638
Mission Creek Capital Partners
California
$226K – – –
TBWA
639
Three Bridge Wealth Advisors
California
$223K -$1.9K -84 -0.8%
LWM
640
Ledge Wealth Management
Minnesota
$222K +$677 +30 +0.3%
OIA
641
Optimum Investment Advisors
Illinois
$218K +$2.57K +114 +1%
CF
642
Centaurus Financial
California
$211K +$39K +1,725 +23%
CSIC
643
Clifford Swan Investment Counsel
California
$211K -$1.69K -75 -0.8%
AR
644
Apeiron RIA
Texas
$210K – – –
TW
645
TrinityPoint Wealth
Connecticut
$209K +$68 +3 +0%
AC
646
AWM Capital
Arizona
$209K – – –
GWM
647
Gray Wealth Management
Maine
$208K – – –
KeyBank National Association
648
KeyBank National Association
Ohio
$208K -$948 -42 -0.5%
FNBOMD
649
First National Bank of Mount Dora
Florida
$203K – – –
HCM
650
Hengehold Capital Management
Ohio
$201K +$203 +9 +0.1%
24 25
26
27 28