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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 %
HPC
701
HM Payson & Co
Maine
$47.1K -$20.7K -915 -31%
CIM
702
Contravisory Investment Management
Massachusetts
$45.8K +$3.18K +141 +7%
SCA
703
Stonebridge Capital Advisors
Minnesota
$45.3K – – –
Bessemer Group
704
Bessemer Group
New Jersey
$45K – – –
AC
705
AlphaCore Capital
California
$43.4K +$135 +6 +0.3%
GWSA
706
Global Wealth Strategies & Associates
Colorado
$38.8K – – –
OHWP
707
Oak Harbor Wealth Partners
North Carolina
$37.6K -$19.5K -864 -34%
JHCP
708
Jackson Hole Capital Partners
Oklahoma
$37.2K – – –
NS
709
NBC Securities
Alabama
$37K +$37K +1,641 New
PO
710
Private Ocean
California
$36.9K -$3.66K -162 -9%
MWM
711
Mascoma Wealth Management
New Hampshire
$35.3K – – –
GWM
712
Geneos Wealth Management
Colorado
$35.2K – – –
ITIM
713
Indiana Trust & Investment Management
Indiana
$34.5K +$34.5K +1,530 New
GWM
714
Guardian Wealth Management
Illinois
$34.4K +$68 +3 +0.2%
Fifth Third Bancorp
715
Fifth Third Bancorp
Ohio
$32.8K +$30.5K +1,350 +1,286%
SIS
716
Sound Income Strategies
Florida
$31.9K +$13.9K +615 +77%
WFA
717
WestHill Financial Advisors
California
$27.8K +$27.8K +1,233 New
HR
718
Howe & Rusling
New York
$27.1K -$1.96K -87 -7%
AWM
719
Aspire Wealth Management
Massachusetts
$26.7K – – –
GCM
720
Gables Capital Management
Florida
$26.5K – – –
HIA
721
Harbor Investment Advisory
Maryland
$25.9K – – –
BCM
722
Blume Capital Management
California
$23.7K – – –
EWM
723
EPG Wealth Management
Georgia
$22.4K – – –
TC
724
Truvestments Capital
Florida
$22.2K -$2.57K -114 -10%
FHA
725
First Horizon Advisors
Tennessee
$21.5K +$1.35K +60 +7%
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29
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