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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 %
BCM
376
Boltwood Capital Management
California
$921K +$78.6K +3,894 +9%
SCA
377
Snowden Capital Advisors
New York
$897K -$1.76K -87 -0.2%
AAS
378
Avantax Advisory Services
Texas
$895K +$159K +7,866 +22%
PFM
379
Phillips Financial Management
Indiana
$890K -$545 -27 -0.1%
GC
380
Grimes & Company
Massachusetts
$880K +$214K +10,599 +32%
PAMG
381
Patton Albertson Miller Group
Tennessee
$869K -$43.5K -2,154 -5%
OIM
382
Orca Investment Management
Oregon
$862K -$25.2K -1,248 -3%
AFA
383
Arlington Financial Advisors
California
$862K +$14.1K +699 +2%
Prudential Financial
384
Prudential Financial
New Jersey
$852K +$59K +2,904 +7%
PCM
385
Parsons Capital Management
Rhode Island
$846K -$18.1K -897 -2%
PSF
386
Pacific Sun Financial
California
$824K -$5.45K -270 -0.7%
MCM
387
Mitchell Capital Management
Kansas
$813K -$3.21K -159 -0.4%
NGA
388
Naples Global Advisors
Florida
$810K -$11.1K -549 -1%
LWM
389
Laidlaw Wealth Management
New York
$808K -$40.5K -2,007 -5%
FAG
390
Fortitude Advisory Group
Washington
$798K -$6.11K -303 -0.8%
RW
391
Rede Wealth
Virginia
$789K +$107K +5,331 +16%
FT
392
Fiduciary Trust
Massachusetts
$783K – – –
MA
393
MCF Advisors
Kentucky
$783K +$24.5K +1,215 +3%
SWA
394
Stratos Wealth Advisors
Ohio
$783K +$102K +5,040 +15%
Fidelity Investments
395
Fidelity Investments
Massachusetts
$775K -$31.5K -1,560 -4%
Lido Advisors
396
Lido Advisors
California
$774K -$19.5K -966 -2%
FHA
397
Flagship Harbor Advisors
Massachusetts
$768K +$129K +6,369 +20%
SFWA
398
Summit Financial Wealth Advisors
Louisiana
$766K – – –
CIR
399
Clear Investment Research
Georgia
$761K – – –
CS
400
Comerica Securities
Michigan
$758K – – –
14 15
16
17 18