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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
+$123M
2
Cerity Partners
Cerity Partners
New York
+$63.2M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$47.5M
4
Creative Planning
Creative Planning
Kansas
+$38.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$11M

Top Sellers

1
AT
American Trust
Kentucky
-$31.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$20M
3
AG
Appleton Group
Wisconsin
-$8.64M
4
APW
Aurora Private Wealth
New Jersey
-$8.11M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$7.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
AT
351
American Trust
Kentucky
$1.19M -$31.5M -1,438,143 -96%
Lazard Asset Management
352
Lazard Asset Management
New York
$1.17M – – –
LC
353
LTG Capital
Massachusetts
$1.17M +$60.4K +2,760 +5%
MFC
354
Morris Financial Concepts
South Carolina
$1.17M -$241K -10,998 -17%
DWMG
355
DB Wealth Management Group
California
$1.17M -$425K -19,440 -27%
BCM
356
Boltwood Capital Management
California
$1.16M +$164K +7,500 +16%
PIA
357
Panoramic Investment Advisors
Colorado
$1.16M +$1.16M +53,148 New
SP
358
SWS Partners
Ohio
$1.16M +$9.71K +444 +0.8%
PAG
359
Private Advisor Group
New Jersey
$1.15M +$42.7K +7,218 +4%
CCM
360
Condor Capital Management
New Jersey
$1.15M -$64.8K -2,964 -5%
AL
361
Aspiriant LLC
California
$1.14M – – –
DWM
362
Dakota Wealth Management
Florida
$1.13M -$31.4K -1,434 -3%
TWP
363
Transparent Wealth Partners
Arkansas
$1.12M +$19.2K +879 +2%
AA
364
Alesco Advisors
New York
$1.11M +$114K +5,190 +11%
SAM
365
S.A. Mason
Michigan
$1.11M -$12.5K -570 -1%
CA
366
Cambridge Advisors
Nebraska
$1.1M -$24.3K -1,113 -2%
KWM
367
Kingsview Wealth Management
Oregon
$1.1M +$20.1K +918 +2%
PCMC
368
Private Capital Management (Colorado)
Colorado
$1.1M -$123K -5,610 -10%
AG
369
Appleton Group
Wisconsin
$1.09M -$8.64M -394,953 -89%
BWM
370
Benchmark Wealth Management
Connecticut
$1.08M – – –
NWMG
371
National Wealth Management Group
Ohio
$1.08M -$325K -14,862 -23%
OFS
372
Oldfather Financial Services
Nebraska
$1.07M +$20.3K +927 +2%
CBFP
373
Cedar Brook Financial Partners
Ohio
$1.07M +$40.9K +1,872 +4%
IFS
374
Ifrah Financial Services
Arkansas
$1.07M +$10.6K +486 +1%
DW
375
Domani Wealth
Pennsylvania
$1.07M -$2.1K -96 -0.2%
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