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

Top Sellers

1
AT
American Trust
Kentucky
$1.19M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$23.4M
3
AG
Appleton Group
Wisconsin
$1.09M
4
APW
Aurora Private Wealth
New Jersey
$393K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$58.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
UIA
251
Ulland Investment Advisors
Minnesota
$2.48M -$335K -15,315 -12%
Northern Trust
252
Northern Trust
Illinois
$2.47M -$35K -1,599 -1%
CAG
253
Compass Advisory Group
New York
$2.44M -$248K -10,650 -9%
SFA
254
Souders Financial Advisors
Ohio
$2.42M +$133K +6,060 +6%
YWP
255
YorkBridge Wealth Partners
New York
$2.42M +$234K +10,722 +11%
WANY
256
Wealthspire Advisors (New York)
New York
$2.36M +$34.6K +1,581 +1%
PA
257
Pinnacle Associates
New York
$2.34M +$883K +40,386 +61%
RWA
258
River Wealth Advisors
Pennsylvania
$2.34M +$5.58K +255 +0.2%
GPFA
259
Game Plan Financial Advisors
Ohio
$2.33M -$15.9K -726 -0.7%
SOS
260
Silver Oak Securities
Tennessee
$2.33M -$1.17M -53,658 -33%
TWM
261
Tradition Wealth Management
Minnesota
$2.32M -$100K -4,572 -4%
DWM
262
Destination Wealth Management
California
$2.25M +$956K +43,731 +74%
CFS
263
CRA Financial Services
New Jersey
$2.18M +$35.1K +1,605 +2%
FAG
264
Financial Advisory Group
Texas
$2.17M +$587K +26,859 +37%
CWA
265
Continuum Wealth Advisors
New York
$2.16M +$2.16M +98,562 New
HA
266
HC Advisors
Georgia
$2.15M -$33.3K -1,524 -2%
SFA
267
Sequoia Financial Advisors
Ohio
$2.14M +$415K +18,981 +24%
JCIA
268
Jackson Creek Investment Advisors
Colorado
$2.1M +$1.12K +51 +0.1%
LHEI
269
Leo H. Evart Inc
California
$2.09M +$4K +183 +0.2%
FCAG
270
First Capital Advisors Group
New Jersey
$2.08M +$47.1K +2,154 +2%
SIA
271
SkyView Investment Advisors
New Jersey
$2.08M +$47.1K +2,154 +2%
PWMAG
272
Pinnacle Wealth Management Advisory Group
New Jersey
$2.07M +$885K +40,446 +74%
WP
273
WealthShield Partners
North Carolina
$2.06M +$139K +6,342 +7%
BC
274
Bartlett & Co
Ohio
$2.06M -$787 -36 -0%
BCWM
275
Bartlett & Co Wealth Management
Ohio
$2.06M -$787 -36 -0%
9 10
11
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