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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 %
OWA
76
Opal Wealth Advisors
New York
$11.6M -$492K -21,795 -4%
DP
77
Denver PWM
Colorado
$11.5M -$4.41M -198,117 -28%
HG
78
Harbor Group
New Hampshire
$11.5M -$87.7K -3,888 -0.8%
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$11.4M +$663K +29,409 +6%
KBFS
80
Kohmann Bosshard Financial Services
Ohio
$11.3M +$305K +13,536 +3%
PAI
81
Pittenger & Anderson Inc
Nebraska
$11.2M +$1.55M +68,820 +16%
MIA
82
Milestone Investment Advisors
Wisconsin
$11.1M -$97.1K -4,302 -0.9%
OFG
83
Omega Financial Group
California
$11.1M -$200K -8,865 -2%
LIM
84
Leavell Investment Management
Alabama
$11.1M -$444K -19,701 -4%
TSWM
85
Triangle Securities Wealth Management
North Carolina
$10.9M +$21.9K +969 +0.2%
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$10.9M +$3.12M +138,516 +40%
MWM
87
Meridian Wealth Management
Kentucky
$10.9M +$5.7M +252,570 +110%
Goldman Sachs
88
Goldman Sachs
New York
$10.8M – – –
JIC
89
Johnson Investment Counsel
Ohio
$10.7M +$869K +38,535 +9%
HNW
90
High Note Wealth
Minnesota
$10.6M +$243K +10,776 +2%
LFG
91
Larson Financial Group
Missouri
$10.4M -$6.57K -291 -0.1%
SFA
92
Seneca Financial Advisors
New York
$10.4M +$18.3K +813 +0.2%
IAS
93
IMA Advisory Services
Colorado
$10.2M -$55.9K -2,478 -0.5%
MML Investors Services
94
MML Investors Services
Massachusetts
$10M +$155K +6,885 +2%
BAM
95
Berkshire Asset Management
Pennsylvania
$9.85M +$721K +31,941 +8%
CPIG
96
Chicago Partners Investment Group
Illinois
$9.73M +$574K +26,808 +6%
VNA
97
Valley National Advisers
Pennsylvania
$9.68M -$109K -4,818 -1%
FTS
98
Fifth Third Securities
Ohio
$9.54M +$127K +5,628 +1%
CA
99
Clearstead Advisors
Ohio
$9.48M +$4.85M +215,196 +105%
TCM
100
Towercrest Capital Management
Pennsylvania
$9.37M -$421K -18,663 -4%
2 3
4
5 6