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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 %
KWM
351
Kingsview Wealth Management
Oregon
$995K -$17K -843 -2%
BWM
352
Benchmark Wealth Management
Connecticut
$995K +$83.2K +4,122 +9%
Renaissance Technologies
353
Renaissance Technologies
New York
$993K -$315K -15,600 -24%
WAP
354
Wealthcare Advisory Partners
Pennsylvania
$986K -$151K -7,485 -13%
BIA
355
Bigelow Investment Advisors
Maine
$984K -$27.2K -1,350 -3%
DW
356
Domani Wealth
Pennsylvania
$984K +$61 +3 +0%
FLPIM
357
F.L. Putnam Investment Management
Massachusetts
$983K -$7.87K -390 -0.8%
Bank of New York Mellon
358
Bank of New York Mellon
New York
$982K -$136K -6,735 -12%
FI
359
FIDELIS iM
Oregon
$981K – – –
SFG
360
Sunburst Financial Group
Alabama
$975K +$33.5K +1,659 +4%
IFS
361
Ifrah Financial Services
Arkansas
$973K +$9.14K +453 +0.9%
OFS
362
Oldfather Financial Services
Nebraska
$972K +$39.3K +1,950 +4%
WCM
363
Wisconsin Capital Management
Wisconsin
$968K – – –
AWS
364
Atria Wealth Solutions
New York
$968K +$31.2K +1,545 +3%
MWA
365
Motive Wealth Advisors
Michigan
$967K -$1.94K -96 -0.2%
PA
366
Planning Alternatives
Michigan
$964K -$2.12K -105 -0.2%
SQA
367
Simon Quick Advisors
New Jersey
$955K +$480K +23,784 +101%
IWMA
368
Ironwood Wealth Management (Arizona)
Arizona
$953K – – –
CBFP
369
Cedar Brook Financial Partners
Ohio
$950K +$242 +12 +0%
LB
370
Legacy Bridge
Iowa
$944K – – –
CAG
371
Csenge Advisory Group
Florida
$933K +$147K +7,302 +19%
SFG
372
StrategIQ Financial Group
Indiana
$922K -$7.93K -393 -0.9%
AA
373
Alesco Advisors
New York
$921K -$143K -7,068 -13%
ACA
374
Aspire Capital Advisors
Washington
$921K -$43.6K -2,163 -5%
GB
375
Goepper Burkhardt
South Carolina
$921K -$31.5K -1,560 -3%
13 14
15
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