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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 %
CCA
726
Column Capital Advisors
Indiana
$21.5K – – –
BBHC
727
Brown Brothers Harriman & Co
New York
$19.6K – – –
WT
728
Washington Trust
Rhode Island
$18.3K – – –
CPA
729
Cardiff Park Advisors
California
$16.9K – – –
TCM
730
TD Capital Management
Tennessee
$16.8K +$11K +489 +190%
SVCP
731
Silicon Valley Capital Partners
California
$16.7K – – –
CT
732
Clearstead Trust
Maine
$16.3K – – –
NSG
733
Nalls Sherbakoff Group
Tennessee
$16.2K +$68 +3 +0.4%
VWM
734
Valley Wealth Managers
New Jersey
$16.1K +$1.29K +57 +9%
MFA
735
McClarren Financial Advisors
Pennsylvania
$16K – – –
AssetMark Inc
736
AssetMark Inc
California
$15.9K -$38K -1,686 -71%
HBW
737
Hazlett, Burt & Watson
West Virginia
$14K – – –
HCM
738
Hollencrest Capital Management
California
$13.4K – – –
HGERS
739
Householder Group Estate & Retirement Specialist
Arizona
$13.4K +$13.4K +594 New
EWA
740
EverSource Wealth Advisors
Alabama
$13.2K – – –
TAM
741
Tucker Asset Management
Colorado
$12.4K – – –
AWM
742
Atticus Wealth Management
Florida
$12.1K – – –
MRCM
743
M&R Capital Management
New Jersey
$11.9K – – –
CP
744
Castleview Partners
Texas
$11.7K +$11.7K +519 New
GA
745
GoalVest Advisory
New York
$11.7K +$11.7K +516 New
BFPW
746
BOK Financial Private Wealth
Colorado
$11.2K -$135 -6 -1%
FFA
747
Fairfield Financial Advisors
Massachusetts
$11.2K – – –
JFG
748
JDM Financial Group
Texas
$10.8K – – –
ME
749
McIlrath & Eck
Washington
$10.4K – – –
HCM
750
Horrell Capital Management
Arkansas
$8K – – –
28 29
30
31 32