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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 %
SWA
126
Sightline Wealth Advisors
Connecticut
$7.18M -$82.4K -3,654 -1%
AWM
127
Avior Wealth Management
Nebraska
$7M +$131K +5,814 +2%
RWA
128
Rainsberger Wealth Advisors
Colorado
$7M +$86.5K +3,834 +1%
MCC
129
Money Concepts Capital
Florida
$6.99M +$142K +6,279 +2%
EL
130
Essex LLC
Illinois
$6.98M +$552K +24,459 +9%
BSW
131
Buckingham Strategic Wealth
Missouri
$6.79M +$138K +6,111 +2%
GCA
132
Gradient Capital Advisors
California
$6.75M +$218K +9,648 +3%
MWP
133
Meridian Wealth Partners
Pennsylvania
$6.65M -$86.7K -3,843 -1%
SFWC
134
Strategic Family Wealth Counselors
New Jersey
$6.62M +$88.9K +3,939 +1%
BFEC
135
Benjamin F. Edwards & Company
Missouri
$6.61M +$141K +6,261 +2%
MMA
136
Miracle Mile Advisors
California
$6.53M -$1.65M -73,155 -20%
NYLIM
137
New York Life Investment Management
New York
$6.49M +$1.14M +50,484 +21%
HFS
138
Horizon Financial Services
North Carolina
$6.49M +$295K +13,068 +5%
VFIC
139
Valley Forge Investment Consultants
Pennsylvania
$6.44M -$111K -4,938 -2%
Truist Financial
140
Truist Financial
North Carolina
$6.38M -$1.12M -49,788 -15%
DFA
141
DHJJ Financial Advisors
Illinois
$6.3M +$27.7K +1,227 +0.4%
BAMG
142
Brand Asset Management Group
Missouri
$6.24M +$452K +20,019 +8%
Carson Wealth (CWM LLC)
143
Carson Wealth (CWM LLC)
Nebraska
$6.18M -$208K -9,228 -3%
MCM
144
MAI Capital Management
Ohio
$6.13M +$732K +32,469 +14%
SPA
145
Sentinel Pension Advisors
Massachusetts
$6.09M +$483K +21,426 +9%
RDIA
146
RE Dickinson Investment Advisors
Iowa
$6.07M -$82.6K -3,663 -1%
NCMW
147
Northern Capital Management (Washington)
Washington
$6.05M -$585K -25,935 -9%
SAM
148
Smithbridge Asset Management
Pennsylvania
$6.03M +$1.1M +48,930 +22%
BDF
149
Black Diamond Financial
Maryland
$6M +$33.9K +1,503 +0.6%
NDSI
150
Newman Dignan & Sheerar Inc
Rhode Island
$5.87M -$23.1K -1,026 -0.4%
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