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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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.39B 20,492,571 +1,714,519 +9%
Creative Planning
2
Creative Planning
Kansas
$693M 10,233,437 -34,452 -0.3%
HighTower Advisors
3
HighTower Advisors
Illinois
$242M 3,576,214 +119,381 +3%
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$165M 2,444,745 +2,130,408 +678%
MGIA
5
Moneta Group Investment Advisors
Missouri
$125M 1,841,803 +97,614 +6%
PCIA
6
Prime Capital Investment Advisors
Kansas
$116M 1,712,958 -38,897 -2%
UBS Group
7
UBS Group
Switzerland
$109M 1,608,418 -4,140 -0.3%
AA
8
Advisory Alpha
Michigan
$100M 1,482,745 +107,636 +8%
LWMT
9
Legacy Wealth Management (Tennessee)
Tennessee
$92.8M 1,371,043 +8,753 +0.6%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$86M 1,270,517 +29,214 +2%
Cerity Partners
11
Cerity Partners
New York
$79.7M 1,177,209 -43,836 -4%
FFA
12
Fragasso Financial Advisors
Pennsylvania
$68.8M 1,016,139 +12,738 +1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$66.9M 988,209 +11,095 +1%
JFG
14
JMG Financial Group
Illinois
$64.2M 949,266 -16,840 -2%
Ameriprise
15
Ameriprise
Minnesota
$52.8M 779,670 +111,400 +17%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$51.2M 757,198 -100,144 -12%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$50.6M 745,677 +237,185 +47%
LPL Financial
18
LPL Financial
California
$49.9M 737,953 +32,051 +5%
HSA
19
HBK Sorce Advisory
Pennsylvania
$49.4M 729,914 +15,600 +2%
Mariner
20
Mariner
Kansas
$45.6M 674,342 +65,549 +11%
OIA
21
OneDigital Investment Advisors
Kansas
$41.4M 611,711 -51,237 -8%
BBA
22
BLB&B Advisors
Pennsylvania
$41M 605,589 -29,156 -5%
RWM
23
RKL Wealth Management
Pennsylvania
$39.9M 588,985 +2,920 +0.5%
SFS
24
Summit Financial Strategies
Ohio
$39.7M 586,293 +17,525 +3%
BPA
25
Beacon Pointe Advisors
California
$39.1M 578,298 +94,769 +20%
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