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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 %
BFO
676
Biltmore Family Office
North Carolina
$90.2K +$90.2K +3,996 New
WPA
677
West Paces Advisors
Georgia
$88K – – –
OC
678
Oakworth Capital
Alabama
$82K – – –
PR
679
Payden & Rygel
California
$77K – – –
PRIG
680
Payden & Rygel Investment Group
California
$77K +$77K +3,390 New
IRC
681
Investors Research Corp
Georgia
$75K -$23.1K -1,023 -24%
OA
682
Operose Advisors
Wisconsin
$72.1K +$271 +12 +0.4%
Citigroup
683
Citigroup
New York
$70.9K +$56.6K +2,511 +397%
CMP
684
Coston McIsaac & Partners
Maine
$69K – – –
BEI
685
Benjamin Edwards Inc
Missouri
$69K +$34.6K +1,527 +101%
IPW
686
Impact Partnership Wealth
Georgia
$68.4K +$66.1K +2,928 +2,789%
GBT
687
Grove Bank & Trust
Florida
$68.4K – – –
BTI
688
Blue Trust Inc
Georgia
$67K – – –
PCA
689
Providence Capital Advisors
North Carolina
$63.5K +$63.5K +2,814 New
GWANC
690
Guardian Wealth Advisors (North Carolina)
North Carolina
$63K -$20.1K -891 -24%
ADL
691
Asset Dedication LLC
California
$62K -$7.96K -354 -11%
RG
692
Retirement Group
California
$61.9K -$43.9K -1,944 -41%
AA
693
Addison Advisors
Vermont
$60.5K – – –
MIM
694
Macroview Investment Management
Maryland
$57K +$203 +9 +0.4%
SC
695
Stephens Consulting
Michigan
$55.8K – – –
GWS
696
Glassman Wealth Services
Virginia
$54.3K +$40.7K +1,806 +300%
M
697
MOTCO
Texas
$54.1K – – –
HC
698
Hoese & Co
Minnesota
$54.1K – – –
VAG
699
VisionPoint Advisory Group
Texas
$52.4K +$51.9K +2,301 +10,957%
AAMA
700
Advanced Asset Management Advisors
Ohio
$49.3K +$203 +9 +0.4%
26 27
28
29 30