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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 %
YIA
201
YHB Investment Advisors
Connecticut
$3.81M -$11.8K -522 -0.3%
Stifel Financial
202
Stifel Financial
Missouri
$3.68M -$13K -576 -0.4%
BBWP
203
Beacon Bridge Wealth Partners
Pennsylvania
$3.67M +$401K +17,754 +12%
CCM
204
Coldstream Capital Management
Washington
$3.64M -$314K -13,935 -8%
SOS
205
Silver Oak Securities
Tennessee
$3.62M +$26.7K +1,185 +0.7%
PA
206
Pinnacle Associates
New York
$3.6M +$428K +18,957 +13%
MCM
207
Mengis Capital Management
Oregon
$3.53M +$11.8K +525 +0.3%
WMG
208
WESCAP Management Group
California
$3.53M -$58.9K -2,613 -2%
EFG
209
Everhart Financial Group
Ohio
$3.52M -$184K -8,175 -5%
AFO
210
Arrowroot Family Office
California
$3.5M -$14.5K -642 -0.4%
ACM
211
Arcataur Capital Management
Wisconsin
$3.5M -$8.73K -387 -0.2%
Royal Bank of Canada
212
Royal Bank of Canada
Ontario, Canada
$3.47M +$21.1K +936 +0.6%
SF
213
Safeguard Financial
Wisconsin
$3.44M +$85.9K +3,807 +3%
CWA
214
Carolina Wealth Advisors
South Carolina
$3.42M -$238K -10,533 -6%
GG
215
Gleason Group
Kentucky
$3.41M +$372K +16,497 +12%
AOWM
216
Alpha Omega Wealth Management
Virginia
$3.4M +$66.9K +2,967 +2%
ISWM
217
Independent Solutions Wealth Management
New York
$3.29M +$392K +17,364 +14%
BBPWM
218
Blue Bell Private Wealth Management
Pennsylvania
$3.26M -$12.9K -570 -0.4%
PMFA
219
Plante Moran Financial Advisors
Michigan
$3.25M -$68 -3 -0%
PSIWM
220
Paradigm Strategies in Wealth Management
Minnesota
$3.22M -$113K -5,013 -3%
KAS
221
Kestra Advisory Services
Texas
$3.21M +$43.5K +1,926 +1%
SFMG
222
Sage Financial Management Group
Virginia
$3.2M +$3.2M +141,858 New
UCFA
223
United Capital Financial Advisors
Texas
$3.19M -$81.9K -3,630 -3%
MAS
224
Madden Advisory Services
Florida
$3.16M -$5.01K -222 -0.2%
PWMAG
225
Pinnacle Wealth Management Advisory Group
New Jersey
$3.15M +$263K +11,661 +9%
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