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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 %
KIA
326
KCM Investment Advisors
California
$1.43M – – –
NHC
327
Nicholas Hoffman & Company
Georgia
$1.42M +$1.42M +64,884 New
RCA
328
Reitz Capital Advisors
Michigan
$1.42M -$838K -38,292 -37%
IAN
329
Integrated Advisors Network
Texas
$1.41M -$61.6K -2,817 -4%
IF
330
Ironwood Financial
Arizona
$1.4M +$42.4K +1,938 +3%
FBB
331
Fulton Breakefield Broenniman
Maryland
$1.39M +$23.4K +1,071 +2%
GRP
332
Global Retirement Partners
California
$1.39M -$224K -10,239 -14%
AL
333
ACAS LLC
California
$1.37M +$1.37M +62,541 New
FA
334
Fagan Associates
New York
$1.36M +$1.64K +75 +0.1%
RW
335
Rede Wealth
Virginia
$1.36M +$506K +23,157 +59%
CA
336
Continuum Advisory
Idaho
$1.35M -$33.7K -1,539 -2%
BMCM
337
Burns Matteson Capital Management
New York
$1.35M -$107K -4,872 -7%
KHC
338
Koesten Hirschmann & Crabtree
Kansas
$1.3M +$1.3M +59,595 New
BL
339
BFSG LLC
California
$1.3M -$37.8K -1,728 -3%
QCG
340
Quadrant Capital Group
Ohio
$1.3M -$345K -15,774 -21%
KTC
341
Kistler-Tiffany Companies
Pennsylvania
$1.3M -$24K -1,098 -2%
1WM
342
1900 Wealth Management
Texas
$1.29M -$132K -6,033 -9%
SMC
343
Smith, Moore & Co
Missouri
$1.29M -$161K -7,362 -11%
SLT
344
St Louis Trust
Missouri
$1.28M +$190K +8,676 +17%
SSWM
345
Sheets Smith Wealth Management
North Carolina
$1.28M +$82K +3,750 +7%
ICG
346
InterOcean Capital Group
Tennessee
$1.28M -$217K -9,906 -14%
WOSD
347
WFA of San Diego
California
$1.27M -$459 -21 -0%
ECG
348
Edge Capital Group
Georgia
$1.26M – – –
ML
349
McAdam LLC
Pennsylvania
$1.23M -$340K -12,675 -22%
AFG
350
Arkansas Financial Group
Arkansas
$1.21M -$43K -1,965 -3%
12 13
14
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