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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 %
PFT
276
Providence First Trust
Arizona
$2.05M – – –
BWM
277
BCS Wealth Management
Tennessee
$2.04M -$40.3K -1,842 -2%
BFA
278
Beaumont Financial Advisors
Massachusetts
$2.04M +$4.59K +210 +0.2%
SFG
279
Sunburst Financial Group
Alabama
$2.03M +$971K +44,391 +92%
AC
280
Abbrea Capital
California
$2.02M +$644K +29,430 +47%
LCM
281
Leisure Capital Management
California
$1.98M -$141K -6,456 -7%
JPLA
282
Joseph P. Lucia & Associates
New York
$1.98M -$99.7K -4,557 -5%
LPAM
283
Lodestar Private Asset Management
California
$1.98M +$1.98M +90,309 New
CFA
284
Cahill Financial Advisors
Minnesota
$1.97M -$798K -36,471 -29%
JWS
285
Juncture Wealth Strategies
Arizona
$1.95M +$51.2K +2,343 +3%
TW
286
Transform Wealth
Colorado
$1.94M +$1.94M +88,905 New
CFO
287
Collective Family Office
Pennsylvania
$1.94M +$327K +14,940 +20%
SWM
288
SeaCrest Wealth Management
New York
$1.94M -$13.8K -630 -0.7%
IWM
289
IHT Wealth Management
Illinois
$1.91M -$207K -9,444 -10%
CS
290
Crescent Sterling
Louisiana
$1.9M +$1.9M +86,886 New
NIM
291
Nicollet Investment Management
Minnesota
$1.88M +$77.3K +3,534 +4%
CA
292
Centerpoint Advisors
Massachusetts
$1.84M +$1.84M +84,000 New
FPF
293
First Pacific Financial
Washington
$1.83M -$16K -732 -0.9%
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$1.76M +$695K +31,782 +65%
HP
295
Hilltop Partners
Indiana
$1.73M +$1.73M +79,299 New
AWC
296
Adamsbrown Wealth Consultants
Kansas
$1.72M -$565K -25,824 -25%
NA
297
NewEdge Advisors
Louisiana
$1.72M +$115K +9,732 +7%
SWA
298
Sutton Wealth Advisors
Florida
$1.69M -$2.1K -96 -0.1%
JWA
299
JFS Wealth Advisors
Pennsylvania
$1.69M -$101K -4,620 -6%
LNC
300
Lincoln National Corp
Pennsylvania
$1.69M +$1.69M +77,064 New
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12
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