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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
$165M
2
Financial Engines Advisors
Financial Engines Advisors
California
$1.39B
3
SIS
Strategic Investment Solutions
Illinois
$16.8M
4
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$50.6M
5
Lido Advisors
Lido Advisors
California
$22.4M

Top Sellers

1
GI
Gradient Investments
Minnesota
$154K
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$51.2M
3
PA
Procyon Advisors
Connecticut
$2.14M
4
RCA
Reitz Capital Advisors
Michigan
$294K
5
PIMG
Patriot Investment Management Group
Tennessee
$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
651
Capital Advisors Ltd
Ohio
$194K – – –
Bank of Montreal
652
Bank of Montreal
Ontario, Canada
$193K -$36.3K -1,536 -16%
FM
653
Family Management
New York
$178K – – –
MFC
654
Morris Financial Concepts
South Carolina
$177K -$56.4K -2,499 -24%
Comerica Bank
655
Comerica Bank
Texas
$174K +$174K +7,731 New
BAAM
656
Baker Avenue Asset Management
California
$169K – – –
SWA
657
SOA Wealth Advisors
New York
$166K +$32.4K +1,434 +24%
AW
658
Avion Wealth
Texas
$158K – – –
GI
659
Gradient Investments
Minnesota
$154K -$66.3M -2,940,696 -100%
MA
660
Montag & Associates
Georgia
$150K – – –
PK
661
Pflug Koory
Nebraska
$129K – – –
KSWA
662
Kathleen S. Wright Associates
Pennsylvania
$127K +$338 +15 +0.3%
FCT
663
First Community Trust
Iowa
$125K – – –
DSC
664
Duncker Streett & Co
Missouri
$122K – – –
RDFA
665
Ritter Daniher Financial Advisory
Ohio
$119K – – –
NG
666
NWK Group
California
$118K – – –
BONH
667
Bank of New Hampshire
New Hampshire
$115K – – –
TSW
668
Thompson Siegel & Walmsley
Virginia
$112K – – –
FFA
669
Farther Finance Advisors
California
$109K -$352K -15,600 -76%
RF
670
Robbins Farley
New Hampshire
$106K +$8.53K +378 +9%
KFI
671
Key Financial Inc
Pennsylvania
$105K – – –
ACA
672
Aptus Capital Advisors
Alabama
$104K -$7.58K -336 -7%
NIC
673
Northwest Investment Counselors
Oregon
$102K -$7.65K -339 -7%
S
674
SignatureFD
Georgia
$92.3K – – –
FCA
675
FinTrust Capital Advisors
South Carolina
$90.3K -$15.2K -672 -14%
25 26
27
28 29