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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.

Holders
773
Holders Change
-6
Holders Change %
-0.77%
% of All Funds
12.33%
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
1
Wealth Enhancement Advisory Services
Minnesota
$165M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.39B
3
SIS
3
Strategic Investment Solutions
Illinois
$16.8M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$50.6M
5
Lido Advisors
5
Lido Advisors
California
$22.4M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$154K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$51.2M
3
PA
3
Procyon Advisors
Connecticut
$2.14M
4
RCA
4
Reitz Capital Advisors
Michigan
$294K
5
PIMG
5
Patriot Investment Management Group
Tennessee
$7.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
51
Wells Fargo
California
$16.4M +$393K +17,418 +2%
MI
52
Moneywise Inc
Virginia
$16.1M -$1.56M -69,216 -9%
RJA
53
Raymond James & Associates
Florida
$16.1M -$653K -28,956 -4%
SFG
54
Sage Financial Group
Pennsylvania
$15.6M +$460K +20,391 +3%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$15.5M +$1.44M +63,789 +10%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$15.4M +$671K +29,742 +5%
Corient Private Wealth
57
Corient Private Wealth
Florida
$15.3M -$212K -9,408 -1%
Bank of America
58
Bank of America
North Carolina
$15.3M +$2.42M +107,058 +19%
BSB
59
Bangor Savings Bank
Maine
$14.8M -$116K -5,160 -0.8%
NOI
60
Newton One Investments
Delaware
$14.7M +$220K +9,744 +2%
Jones Financial Companies
61
Jones Financial Companies
Missouri
$14.4M +$9.54K +423 +0.1%
MFGP
62
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14M -$193K -8,577 -1%
SC
63
Savant Capital
Illinois
$13.4M +$5.7M +252,831 +75%
FFN
64
Focus Financial Network
Minnesota
$13.3M +$155K +6,891 +1%
AMG
65
Asset Management Group
Connecticut
$13.2M -$234K -10,383 -2%
AAIM
66
Asset Advisors Investment Management
Georgia
$12.9M -$78.6K -3,483 -0.6%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$12.8M -$200K -8,886 -2%
Osaic Holdings
68
Osaic Holdings
Arizona
$12.7M -$2.07M -91,875 -14%
BFG
69
Bleakley Financial Group
New Jersey
$12.7M +$1.37M +60,720 +12%
SS
70
Simplicity Solutions
Minnesota
$12.7M +$1.37M +60,717 +12%
NFG
71
Northeast Financial Group
Pennsylvania
$12.6M +$2.61M +115,554 +26%
CFMC
72
Curbstone Financial Management Corp
New Hampshire
$12.4M +$86K +3,810 +0.7%
LFS
73
Lutz Financial Services
Nebraska
$12.4M +$23.4K +1,038 +0.2%
FWP
74
FAS Wealth Partners
Kansas
$12M -$8.05K -357 -0.1%
FNC
75
First National Corp
Massachusetts
$11.7M +$346K +15,315 +3%
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