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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 %
AIM
301
Athena Investment Management
California
$1.36M +$127K +6,270 +10%
SIA
302
Sage Investment Advisers
New York
$1.35M +$247K +12,228 +22%
SFP
303
Strategic Financial Planning
Texas
$1.35M -$77.8K -3,855 -5%
PA
304
Pinnacle Associates
New York
$1.35M -$416K -20,616 -24%
BMCM
305
Burns Matteson Capital Management
New York
$1.34M +$5.93K +294 +0.4%
BAM
306
Belpointe Asset Management
Nevada
$1.34M -$493K -24,435 -27%
SMC
307
Smith, Moore & Co
Missouri
$1.34M -$573K -28,401 -30%
KIA
308
KCM Investment Advisors
California
$1.32M – – –
1WM
309
1900 Wealth Management
Texas
$1.32M -$14.8K -732 -1%
MFC
310
Morris Financial Concepts
South Carolina
$1.3M -$60.4K -2,994 -4%
NWMG
311
National Wealth Management Group
Ohio
$1.29M -$442K -21,915 -25%
CA
312
Continuum Advisory
Idaho
$1.28M -$96.9K -4,803 -7%
AC
313
Abbrea Capital
California
$1.27M -$6.66K -330 -0.5%
FBB
314
Fulton Breakefield Broenniman
Maryland
$1.26M -$66.6K -3,303 -5%
FA
315
Fagan Associates
New York
$1.26M -$6.3K -312 -0.5%
IF
316
Ironwood Financial
Arizona
$1.25M -$55.1K -2,733 -4%
EH
317
Equitable Holdings
New York
$1.24M -$1.17M -57,891 -48%
BL
318
BFSG LLC
California
$1.24M +$4.3K +213 +0.3%
D
319
Diversified
Delaware
$1.23M -$465K -23,037 -27%
KTC
320
Kistler-Tiffany Companies
Pennsylvania
$1.22M +$242 +12 +0%
DWM
321
Destination Wealth Management
California
$1.2M -$750K -37,173 -39%
ML
322
McAdam LLC
Pennsylvania
$1.18M -$59.1K -2,928 -5%
WOSD
323
WFA of San Diego
California
$1.18M -$4.24K -210 -0.4%
ECG
324
Edge Capital Group
Georgia
$1.16M – – –
AFG
325
Arkansas Financial Group
Arkansas
$1.16M – – –
11 12
13
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