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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 %
SLT
326
St Louis Trust
Missouri
$1.14M -$1.89M -83,295 -63%
PCMC
327
Private Capital Management (Colorado)
Colorado
$1.13M -$458K -22,701 -29%
SA
328
Shilanski & Associates
Alaska
$1.13M +$1.13M +55,746 New
CCM
329
Condor Capital Management
New Jersey
$1.12M -$43K -2,130 -4%
SSWM
330
Sheets Smith Wealth Management
North Carolina
$1.11M +$16.3K +807 +1%
PWMAG
331
Pinnacle Wealth Management Advisory Group
New Jersey
$1.1M -$400K -19,818 -27%
Lazard Asset Management
332
Lazard Asset Management
New York
$1.08M – – –
TRCT
333
Tower Research Capital (TRC)
New York
$1.08M +$1.07M +52,935 +15,615%
DWM
334
Dakota Wealth Management
Florida
$1.07M +$1.21K +60 +0.1%
ES
335
ETF Store
Kansas
$1.06M -$424 -21 -0%
SP
336
SWS Partners
Ohio
$1.06M +$1.06M +52,452 New
AL
337
Aspiriant LLC
California
$1.06M -$182 -9 -0%
SPC
338
Sigma Planning Corp
Michigan
$1.05M -$55K -2,727 -5%
CAM
339
Chandler Asset Management
California
$1.05M +$4.78K +237 +0.5%
SAM
340
Sawgrass Asset Management
Florida
$1.04M +$7.81K +387 +0.8%
Susquehanna International Group
341
Susquehanna International Group
Pennsylvania
$1.04M -$2.81M -139,230 -73%
CA
342
Cambridge Advisors
Nebraska
$1.04M -$38.7K -1,920 -4%
SAM
343
S.A. Mason
Michigan
$1.03M -$9.99K -495 -1%
LC
344
LTG Capital
Massachusetts
$1.03M -$46.6K -2,301 -4%
TFS
345
Thoroughbred Financial Services
Tennessee
$1.02M -$9.62K -477 -0.9%
TWP
346
Transparent Wealth Partners
Arkansas
$1.01M +$35.6K +1,767 +4%
BF
347
Blankinship & Foster
California
$1.01M +$676K +33,528 +201%
Janney Montgomery Scott
348
Janney Montgomery Scott
Pennsylvania
$1.01M -$13.9K -687 -1%
LJAC
349
L.J. Altfest & Co
New York
$1.01M +$18.1K +897 +2%
HI
350
Harbour Investments
Wisconsin
$1M – – –
12 13
14
15 16