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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 %
PVAMC
176
PPS&V Asset Management Consultants
Michigan
$4.78M -$329K -14,568 -6%
PFA
177
Pure Financial Advisors
California
$4.76M -$100K -4,440 -2%
BP
178
Broadleaf Partners
Ohio
$4.75M +$346K +15,324 +8%
KCPG
179
Kavar Capital Partners Group
Kansas
$4.75M -$311K -13,803 -6%
PAG
180
Private Advisor Group
New Jersey
$4.7M +$8.26K +366 +0.2%
HWA
181
Hilltop Wealth Advisors
North Carolina
$4.62M -$6.9K -306 -0.1%
CWM
182
Congress Wealth Management
Massachusetts
$4.59M -$1.39M -61,719 -23%
ACA
183
Affinity Capital Advisors
California
$4.57M -$1.72M -76,185 -27%
PWA
184
Peterson Wealth Advisors
Utah
$4.5M +$237K +10,500 +6%
OFS
185
OneAscent Financial Services
Alabama
$4.48M +$4.48M +198,744 New
AMM
186
American Money Management
California
$4.4M +$212K +9,387 +5%
GCP
187
Gill Capital Partners
Colorado
$4.4M -$141K -6,228 -3%
VA
188
Valmark Advisers
Ohio
$4.28M +$104K +4,611 +2%
CCFM
189
Clear Creek Financial Management
Washington
$4.28M +$1.44M +64,035 +51%
AAS
190
Ameritas Advisory Services
Nebraska
$4.27M +$942K +42,258 +28%
MTIC
191
Missouri Trust & Investment Company
Missouri
$4.22M +$96.1K +4,260 +2%
FIC
192
Family Investment Center
Missouri
$4.19M +$18.6K +825 +0.4%
AWA
193
Acorn Wealth Advisors
Michigan
$4.14M +$128K +5,682 +3%
MAM
194
McCarthy Asset Management
California
$4.11M -$216K -9,567 -5%
H
195
HoyleCohen
California
$4.08M +$620K +27,495 +18%
GVAG
196
Great Valley Advisor Group
Delaware
$4.07M +$97.3K +4,311 +2%
WAP
197
Wealthcare Advisory Partners
Pennsylvania
$3.88M +$491K +21,762 +14%
CCWA
198
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.85M -$128K -5,682 -3%
TYCC
199
Texas Yale Capital Corp
Florida
$3.84M -$301K -13,335 -7%
WFAG
200
Wescott Financial Advisory Group
Pennsylvania
$3.82M -$76.3K -3,381 -2%
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