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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

714 hedge funds and large institutions have $5.03B invested in Schwab US Mid-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 305 increasing their positions, 269 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
714
Holders Change
-19
Holders Change %
-2.59%
% of All Funds
12.35%
Holding in Top 10
80
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-5.88%
% of All Funds
1.38%
New
33
Increased
305
Reduced
269
Closed
44
Calls
$563K
Puts
$424K
Net Calls
+$139K
Net Calls Change
-$131K

Top Buyers

1
GI
Gradient Investments
Minnesota
$62.1M
2
Creative Planning
Creative Planning
Kansas
$616M
3
Financial Engines Advisors
Financial Engines Advisors
California
$901M
4
AG
Appleton Group
Wisconsin
$8.98M
5
CWM
Curi Wealth Management
North Carolina
$19.9M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$0
2
HighTower Advisors
HighTower Advisors
Illinois
$168M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$9K
4
Ameriprise
Ameriprise
Minnesota
$68.1M
5
Morgan Stanley
Morgan Stanley
New York
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
226
Cahill Financial Advisors
Minnesota
$2.56M +$27.1K +1,341 +1%
AWM
227
Apollon Wealth Management
South Carolina
$2.55M +$35.3K +1,752 +1%
MIAN
228
Mariner Independent Advisor Network
Kansas
$2.53M +$319K +15,822 +14%
PWM
229
Perigon Wealth Management
California
$2.51M -$81.7K -4,047 -3%
AWG
230
Altus Wealth Group
Colorado
$2.51M – – –
OFG
231
Orcam Financial Group
California
$2.5M +$4.06K +201 +0.2%
PAG
232
Powers Advisory Group
Illinois
$2.5M +$124K +6,129 +5%
BBW
233
Blue Barn Wealth
Utah
$2.49M +$102K +5,034 +4%
EW
234
Element Wealth
Mississippi
$2.49M +$1.7K +84 +0.1%
FC
235
Forte Capital
New York
$2.45M -$75.5K -3,744 -3%
CHA
236
Carmichael Hill & Associates
Maryland
$2.36M +$349K +17,277 +17%
SPP
237
Single Point Partners
Massachusetts
$2.36M +$1.08M +53,589 +85%
CAG
238
Compass Advisory Group
New York
$2.33M +$1.73M +85,515 +287%
BA
239
Bristlecone Advisors
Washington
$2.32M -$16.6K -825 -0.7%
Northern Trust
240
Northern Trust
Illinois
$2.32M +$276K +13,698 +14%
ACA
241
Atlas Capital Advisors
Wyoming
$2.24M – – –
TWM
242
Tradition Wealth Management
Minnesota
$2.23M -$68.3K -3,384 -3%
H
243
HoyleCohen
California
$2.21M -$78.1K -3,870 -3%
ISWM
244
Independent Solutions Wealth Management
New York
$2.19M +$137K +6,780 +7%
GPFA
245
Game Plan Financial Advisors
Ohio
$2.17M -$124K -6,129 -5%
RWA
246
River Wealth Advisors
Pennsylvania
$2.16M -$57.6K -2,856 -3%
WANY
247
Wealthspire Advisors (New York)
New York
$2.15M +$24K +1,188 +1%
Cetera Investment Advisers
248
Cetera Investment Advisers
Illinois
$2.14M -$200K -9,915 -9%
AWC
249
Adamsbrown Wealth Consultants
Kansas
$2.11M -$5.05M -250,029 -70%
SFA
250
Souders Financial Advisors
Ohio
$2.11M +$111K +5,523 +6%
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