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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 %
FI
376
FIDELIS iM
Oregon
$1.06M – – –
PCM
377
Pennsylvania Capital Management
Pennsylvania
$1.06M +$228K +9,888 +27%
EH
378
Equitable Holdings
New York
$1.05M -$292K -13,344 -22%
WCM
379
Wisconsin Capital Management
Wisconsin
$1.05M – – –
MWA
380
Motive Wealth Advisors
Michigan
$1.05M – – –
CAM
381
Chandler Asset Management
California
$1.05M – – –
Janney Montgomery Scott
382
Janney Montgomery Scott
Pennsylvania
$1.04M -$54.7K -2,502 -5%
SQA
383
Simon Quick Advisors
New Jersey
$1.04M +$3.54K +162 +0.3%
WF
384
Warner Financial
Maryland
$1.04M +$372K +17,016 +56%
HI
385
Harbour Investments
Wisconsin
$1.04M -$9.58K -438 -0.9%
LB
386
Legacy Bridge
Iowa
$1.02M – – –
AAS
387
Avantax Advisory Services
Texas
$1.01M +$44K +2,010 +5%
PFM
388
Phillips Financial Management
Indiana
$1M +$40K +1,830 +4%
FLPIM
389
F.L. Putnam Investment Management
Massachusetts
$1,000K -$65.6K -3,000 -6%
SFG
390
StrategIQ Financial Group
Indiana
$999K – – –
SPC
391
Sigma Planning Corp
Michigan
$984K -$159K -7,248 -14%
LJAC
392
L.J. Altfest & Co
New York
$973K -$118K -5,403 -11%
SCA
393
Snowden Capital Advisors
New York
$973K – – –
WT
394
Whittier Trust
California
$966K +$929K +42,477 +2,497%
AFA
395
Arlington Financial Advisors
California
$953K +$18.6K +849 +2%
WF
396
Whelan Financial
California
$952K +$711K +32,517 +295%
TFS
397
Thoroughbred Financial Services
Tennessee
$950K -$153K -6,981 -14%
OIM
398
Orca Investment Management
Oregon
$934K -$262 -12 -0%
PA
399
Planning Alternatives
Michigan
$929K -$116K -5,304 -11%
PCM
400
Parsons Capital Management
Rhode Island
$929K +$11.7K +534 +1%
14 15
16
17 18