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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
+$58.9M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$38.9M
4
AG
Appleton Group
Wisconsin
+$7.95M
5
CWM
Curi Wealth Management
North Carolina
+$6.7M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
-$43.9M
2
HighTower Advisors
HighTower Advisors
Illinois
-$41.3M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$14.8M
4
Ameriprise
Ameriprise
Minnesota
-$10.4M
5
Morgan Stanley
Morgan Stanley
New York
-$9.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
276
JFS Wealth Advisors
Pennsylvania
$1.65M +$16.9K +837 +1%
SHJ
277
Sharkey, Howes & Javer
Colorado
$1.65M +$3.75K +186 +0.2%
RC
278
RegentAtlantic Capital
New Jersey
$1.63M +$1.03M +51,252 +173%
BWFA
279
Baltimore-Washington Financial Advisors
Maryland
$1.63M +$1.63M +8,892 New
GRP
280
Global Retirement Partners
California
$1.62M +$15.8K +717 +1%
SFA
281
Sequoia Financial Advisors
Ohio
$1.59M -$333K -16,521 -17%
RWM
282
Reston Wealth Management
Virginia
$1.58M +$1.32M +65,547 +523%
SWA
283
Sutton Wealth Advisors
Florida
$1.56M -$1.09K -54 -0.1%
CAG
284
Curtis Advisory Group
California
$1.55M +$957K +47,415 +161%
QCG
285
Quadrant Capital Group
Ohio
$1.52M +$428K +21,201 +39%
VCM
286
Vision Capital Management
Oregon
$1.5M -$136K -6,762 -8%
CWM
287
Chesapeake Wealth Management
Virginia
$1.5M -$11.2K -555 -0.7%
CFO
288
Collective Family Office
Pennsylvania
$1.49M -$754K -37,371 -34%
DWMG
289
DB Wealth Management Group
California
$1.47M -$155K -7,677 -10%
WW
290
Waterfront Wealth
Kansas
$1.47M -$130K -5,934 -8%
FAG
291
Financial Advisory Group
Texas
$1.46M +$245K +12,117 +20%
WKSWA
292
White Knight Strategic Wealth Advisors
New Jersey
$1.45M -$20.2K -999 -1%
IWP
293
IAG Wealth Partners
Wisconsin
$1.43M -$195K -9,657 -12%
MMHP
294
Murphy Middleton Hinkle & Parker
Georgia
$1.39M +$43.4K +2,151 +3%
VCM
295
Vivaldi Capital Management
Illinois
$1.38M +$134K +6,474 +11%
ICG
296
InterOcean Capital Group
Tennessee
$1.38M -$99K -4,908 -7%
NCM
297
Novare Capital Management
North Carolina
$1.36M +$127K +6,312 +10%
AIA
298
Armor Investment Advisors
North Carolina
$1.36M -$30K -1,488 -2%
BRWA
299
B. Riley Wealth Advisors
Florida
$1.36M +$420K +20,829 +45%
IAN
300
Integrated Advisors Network
Texas
$1.36M +$8.23K +408 +0.6%
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