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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 %
SIG
101
Spinnaker Investment Group
California
$9.09M +$229K +10,170 +3%
SJIM
102
St. Johns Investment Management
Florida
$9.08M -$66K -2,925 -0.7%
TLP
103
Trinity Legacy Partners
Texas
$9.01M +$2.18M +96,480 +32%
PWA
104
Pillar Wealth Advisors
Pennsylvania
$8.97M -$322K -14,289 -3%
CMP
105
Courage Miller Partners
Virginia
$8.79M +$1.93M +85,758 +28%
VFPW
106
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.54M +$284K +12,588 +3%
PTCG
107
Pring Turner Capital Group
California
$8.49M +$4.04M +179,112 +91%
PFM
108
Peak Financial Management
Massachusetts
$8.43M +$136K +6,015 +2%
CSPIA
109
Cary Street Partners Investment Advisory
Virginia
$8.38M -$1.94M -86,106 -19%
CCA
110
Clearwater Capital Advisors
Illinois
$8.31M +$19.6K +867 +0.2%
PSP
111
Pacific Sage Partners
Washington
$8.29M +$3.2M +141,780 +63%
BSAM
112
Blue Square Asset Management
New York
$8.23M +$2.07M +91,749 +34%
NSAM
113
North Star Asset Management
Wisconsin
$8.14M -$1.49K -66 -0%
TPW
114
Tiller Private Wealth
Pennsylvania
$8.12M +$109K +4,818 +1%
ATWA
115
Arbor Trust Wealth Advisors
Michigan
$8.11M +$206K +9,114 +3%
NFG
116
Nadler Financial Group
Illinois
$7.89M -$3.76M -166,737 -32%
Rockefeller Capital Management
117
Rockefeller Capital Management
New York
$7.78M +$2.25M +99,567 +41%
LCC
118
Lincoln Capital Corp
Rhode Island
$7.68M -$179K -7,944 -2%
HWM
119
HB Wealth Management
Georgia
$7.51M +$8.39K +372 +0.1%
PIMG
120
Patriot Investment Management Group
Tennessee
$7.41M -$5M -221,592 -40%
CAM
121
Cresset Asset Management
Illinois
$7.35M +$515K +22,815 +8%
FCM
122
Fortis Capital Management
Washington
$7.34M +$639K +28,329 +10%
AIM
123
Anchor Investment Management
South Carolina
$7.32M -$77K -3,414 -1%
WTC
124
WhitTier Trust Company
Nevada
$7.31M +$74.4K +3,300 +1%
LF
125
Lee Financial
Texas
$7.24M -$134K -5,931 -2%
3 4
5
6 7