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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 %
WA
251
WBH Advisory
Maryland
$2.11M +$141K +6,978 +7%
RCA
252
Reitz Capital Advisors
Michigan
$2.08M -$280K -13,860 -12%
HA
253
HC Advisors
Georgia
$2.02M +$32.3K +1,602 +2%
YWP
254
YorkBridge Wealth Partners
New York
$2.02M +$175K +8,688 +10%
CFG
255
Citizens Financial Group
Rhode Island
$1.98M +$5.21K +258 +0.3%
CFS
256
CRA Financial Services
New Jersey
$1.98M -$26.5K -1,311 -1%
LCM
257
Leisure Capital Management
California
$1.96M +$363 +18 +0%
IWM
258
IHT Wealth Management
Illinois
$1.95M +$1.27M +63,036 +188%
JCIA
259
Jackson Creek Investment Advisors
Colorado
$1.94M +$29.7K +1,470 +2%
LHEI
260
Leo H. Evart Inc
California
$1.92M -$9.5K -471 -0.5%
BWM
261
BCS Wealth Management
Tennessee
$1.92M +$92.6K +4,590 +5%
JPLA
262
Joseph P. Lucia & Associates
New York
$1.91M -$6.84K -339 -0.4%
BCWM
263
Bartlett & Co Wealth Management
Ohio
$1.9M +$655K +32,484 +53%
BC
264
Bartlett & Co
Ohio
$1.9M +$655K +32,484 +53%
PFT
265
Providence First Trust
Arizona
$1.9M -$120K -5,925 -6%
FCAG
266
First Capital Advisors Group
New Jersey
$1.88M +$13.4K +663 +0.7%
SIA
267
SkyView Investment Advisors
New Jersey
$1.88M +$13.4K +663 +0.7%
BFA
268
Beaumont Financial Advisors
Massachusetts
$1.88M +$1.5M +74,133 +394%
FSWA
269
Financial Synergies Wealth Advisors
Texas
$1.83M +$1.22M +60,711 +203%
SWM
270
SeaCrest Wealth Management
New York
$1.8M +$10.5K +519 +0.6%
WP
271
WealthShield Partners
North Carolina
$1.77M +$94.5K +4,686 +6%
JWS
272
Juncture Wealth Strategies
Arizona
$1.75M -$1.3M -64,542 -43%
LF
273
LifeSteps Financial
California
$1.71M -$356K -17,631 -17%
FPF
274
First Pacific Financial
Washington
$1.7M -$2.91K -144 -0.2%
NIM
275
Nicollet Investment Management
Minnesota
$1.66M -$245K -12,129 -13%
9 10
11
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