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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

774 hedge funds and large institutions have $5.8B invested in Schwab US Mid-Cap ETF in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 312 increasing their positions, 259 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
774
Holders Change
+60
Holders Change %
+8.4%
% of All Funds
12.49%
Holding in Top 10
87
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+8.75%
% of All Funds
1.4%
New
103
Increased
312
Reduced
259
Closed
28
Calls
$1.84M
Puts
$223K
Net Calls
+$1.61M
Net Calls Change
+$1.48M

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.1B
2
Cerity Partners
2
Cerity Partners
New York
$63.2M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$85.8M
4
Creative Planning
4
Creative Planning
Kansas
$706M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$194M

Top Sellers

1
AT
1
American Trust
Kentucky
$1.19M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$23.4M
3
AG
3
Appleton Group
Wisconsin
$1.09M
4
APW
4
Aurora Private Wealth
New Jersey
$393K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$58.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAF
226
Smith Anglin Financial
Texas
$3.11M -$159K -7,254 -5%
AI
227
Atria Investments
North Carolina
$3.09M -$9.71K -444 -0.3%
CFG
228
Citizens Financial Group
Rhode Island
$3.05M +$899K +41,121 +42%
RC
229
Roundview Capital
New Jersey
$3.05M +$61.5K +2,811 +2%
SWM
230
Southern Wealth Management
Texas
$3.04M -$118K -5,382 -4%
PSIWM
231
Paradigm Strategies in Wealth Management
Minnesota
$3.03M -$13.1K -600 -0.4%
MAS
232
Madden Advisory Services
Florida
$3.03M +$67.3K +3,075 +2%
MG
233
Mather Group
Illinois
$2.92M +$27K +1,233 +0.9%
CCFM
234
Clear Creek Financial Management
Washington
$2.92M -$1.07M -49,092 -27%
TRCT
235
Tower Research Capital (TRC)
New York
$2.82M +$1.65M +75,567 +142%
H
236
HoyleCohen
California
$2.78M +$389K +17,769 +16%
BBW
237
Blue Barn Wealth
Utah
$2.78M +$77.7K +3,552 +3%
ISWM
238
Independent Solutions Wealth Management
New York
$2.76M +$381K +17,418 +16%
PWM
239
Perigon Wealth Management
California
$2.72M +$6.63K +303 +0.2%
PAG
240
Powers Advisory Group
Illinois
$2.71M -$4.46K -204 -0.2%
OFG
241
Orcam Financial Group
California
$2.7M -$14.9K -681 -0.5%
AWM
242
Apollon Wealth Management
South Carolina
$2.69M -$74.9K -3,426 -3%
FC
243
Forte Capital
New York
$2.66M +$7.55K +345 +0.3%
EW
244
Element Wealth
Mississippi
$2.66M -$33.5K -1,533 -1%
DAS
245
Dynamic Advisor Solutions
Arizona
$2.65M +$1.85M +84,546 +230%
CHA
246
Carmichael Hill & Associates
Maryland
$2.58M +$25.3K +1,158 +1%
BA
247
Bristlecone Advisors
Washington
$2.56M +$38.6K +1,764 +2%
ACA
248
Atlas Capital Advisors
Wyoming
$2.56M +$122K +5,583 +5%
SPP
249
Single Point Partners
Massachusetts
$2.55M +$984 +45 +0%
Cetera Investment Advisers
250
Cetera Investment Advisers
Illinois
$2.53M +$217K +9,933 +9%
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