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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 %
SIA
776
SkyView Investment Advisors
New Jersey
– -$3.69M -156,021 Closed
EFG
777
Ethos Financial Group
Pennsylvania
– -$1.58M -70,038 Closed
BAM
778
Belpointe Asset Management
Nevada
– -$1.39M -58,728 Closed
Susquehanna International Group
779
Susquehanna International Group
Pennsylvania
– -$1.17M -49,557 Closed
WAM
780
Worth Asset Management
Texas
– -$1.07M -45,402 Closed
FTUS
781
Flow Traders U.S.
New York
– -$1.05M -44,352 Closed
LWM
782
Laidlaw Wealth Management
New York
– -$877K -37,047 Closed
SCA
783
Snowden Capital Advisors
New York
– -$834K -35,205 Closed
TRCT
784
Tower Research Capital (TRC)
New York
– -$681K -28,752 Closed
SBH
785
Segall Bryant & Hamill
Illinois
– -$563K -23,769 Closed
AIM
786
Avity Investment Management
Connecticut
– -$413K -17,445 Closed
RWM
787
Revisor Wealth Management
Ohio
– -$330K -13,950 Closed
PFA
788
Pinnacle Family Advisors
Missouri
– -$311K -13,131 Closed
IC
789
IEQ Capital
California
– -$246K -10,401 Closed
MA
790
MONECO Advisors
Connecticut
– -$222K -9,393 Closed
RWM
791
Ritholtz Wealth Management
New York
– -$209K -8,826 Closed
SCP
792
Stevens Capital Partners
Nebraska
– -$206K -8,718 Closed
HI
793
Human Investing
Oregon
– -$204K -8,634 Closed
CCP
794
Carmel Capital Partners
California
– -$162K -6,825 Closed
KM
795
Kalos Management
Georgia
– -$102K -4,299 Closed
OP
796
ORG Partners
Indiana
– -$82.6K -3,477 Closed
GWM
797
GSB Wealth Management
Connecticut
– -$68.4K -2,889 Closed
FA
798
Fiduciary Alliance
South Carolina
– -$68K -2,874 Closed
FFL
799
Financial Freedom LLC
Ohio
– -$52.3K -2,211 Closed
Qube Research & Technologies (QRT)
800
Qube Research & Technologies (QRT)
United Kingdom
– -$35.6K -2,115 Closed
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