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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 %
AAP
751
Arax Advisory Partners
Colorado
$7.46K -$7.46K -330 -50%
SL
752
Salomon & Ludwin
Virginia
$6.97K +$6.97K +309 New
IFAM
753
Institutional & Family Asset Management
Colorado
$4.87K – – –
PIP
754
Peachtree Investment Partners
Florida
$4.82K – – –
APW
755
Atlantic Private Wealth
North Carolina
$4.78K +$67 +3 +1%
GI
756
GS Investments
Minnesota
$4.72K – – –
CAS
757
Coppell Advisory Solutions
Texas
$4.72K – – –
BAM
758
Bellevue Asset Management
Washington
$4.6K – – –
EL
759
EMFO LLC
Florida
$3.95K – – –
MAWA
760
Moss Adams Wealth Advisors
Washington
$3.92K +$3.92K +174 New
CPG
761
Cornerstone Planning Group
New Jersey
$3.59K – – –
NC
762
NewSquare Capital
Pennsylvania
$3.52K -$28.3K -1,254 -89%
JWM
763
Janiczek Wealth Management
Colorado
$2.65K – – –
EK
764
Evensky & Katz
Florida
$2K -$435 -15 -18%
HFS
765
Hantz Financial Services
Michigan
$2K – – –
Russell Investments Group
766
Russell Investments Group
United Kingdom
$1.78K – – –
AIC
767
Archer Investment Corporation
Indiana
$1.35K – – –
HDIM
768
Hanson & Doremus Investment Management
Vermont
$1K – – –
JFA
769
JNBA Financial Advisors
Minnesota
$948 – – –
AWM
770
Abound Wealth Management
Tennessee
$727 – – –
GWSG
771
GPS Wealth Strategies Group
Colorado
$677 – – –
AWA
772
Alaska Wealth Advisors
Alaska
$203 – – –
HWP
773
Highline Wealth Partners
California
$135 +$135 +6 New
LCM
774
Logan Capital Management
Pennsylvania
$45 – – –
PG
775
Prostatis Group
Maryland
– -$163K -487,581 Closed
29 30
31
32 33