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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 %
MA
151
MBA Advisors
Pennsylvania
$5.84M -$49.3K -2,187 -0.8%
ECM
152
Exchange Capital Management
Michigan
$5.83M -$167K -7,386 -3%
Baird Financial Group
153
Baird Financial Group
Wisconsin
$5.83M +$78.6K +3,486 +1%
JWBC
154
John W. Brooker & Co
California
$5.81M -$154K -6,843 -3%
AFP
155
Ausdal Financial Partners
Iowa
$5.7M +$88.2K +3,909 +2%
CF
156
Cantor Fitzgerald
New York
$5.67M -$157K -6,951 -3%
BFG
157
Berger Financial Group
Minnesota
$5.64M +$609K +26,994 +12%
LPAM
158
Lodestar Private Asset Management
California
$5.61M +$1.38M +61,146 +33%
CA
159
Capital Advantage
California
$5.45M -$46.4K -2,055 -0.8%
EE
160
EWG Elevate
California
$5.44M -$53.7K -2,382 -1%
LIM
161
Lathrop Investment Management
Arkansas
$5.34M -$79.5K -3,522 -1%
FSWA
162
Financial Synergies Wealth Advisors
Texas
$5.26M +$37.2K +1,650 +0.7%
SDWMA
163
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.15M +$123K +5,451 +2%
SA
164
Scarborough Advisors
Maryland
$5.08M +$23.6K +1,047 +0.5%
JJBC
165
James J. Burns & Company
New York
$5.05M -$99K -4,389 -2%
LA
166
LexAurum Advisors
Kansas
$5.03M -$67.7K -3,000 -1%
SS
167
Sunbelt Securities
Texas
$5.03M +$311K +13,782 +7%
MSFS
168
Main Street Financial Solutions
Pennsylvania
$4.98M +$288K +12,786 +6%
AF
169
Allworth Financial
California
$4.97M -$152K -6,744 -3%
B
170
Bensler
Washington
$4.92M -$298K -13,224 -6%
SWM
171
Sculati Wealth Management
Michigan
$4.9M -$56.6K -2,508 -1%
AWG
172
Altus Wealth Group
Colorado
$4.89M +$216K +9,588 +5%
CCM
173
Colorado Capital Management
Colorado
$4.89M -$15.1K -669 -0.3%
NCM
174
Northwest Capital Management
Oregon
$4.86M -$6.84K -303 -0.1%
CIA
175
Cape Investment Advisory
Georgia
$4.83M -$59.1K -2,619 -1%
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