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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 %
LTL
401
Lowery Thomas LLC
California
$744K +$3.39K +168 +0.5%
DAS
402
Dynamic Advisor Solutions
Arizona
$741K +$199K +9,858 +37%
BPM
403
Bowling Portfolio Management
Ohio
$734K +$3.15K +156 +0.4%
SIC
404
Sigma Investment Counselors
Michigan
$732K +$6.36K +315 +0.9%
PCM
405
Pennsylvania Capital Management
Pennsylvania
$731K +$12.4K +615 +2%
OCM
406
One Capital Management
California
$728K -$12.8K -636 -2%
SIMM
407
Stillwater Investment Management (Minnesota)
Minnesota
$728K +$3.33K +165 +0.5%
CA
408
Cetera Advisors
Colorado
$724K -$1.75K -87 -0.2%
CAM
409
Cozad Asset Management
Illinois
$717K – – –
ANTB
410
AMG National Trust Bank
Colorado
$714K – – –
DI
411
Diligent Investors
California
$702K – – –
SWM
412
Selective Wealth Management
Virginia
$693K -$56.4K -2,796 -8%
LPIC
413
LeJeune Puetz Investment Counsel
Michigan
$692K +$121 +6 +0%
CWM
414
Cornerstone Wealth Management
Missouri
$690K -$19.9K -987 -3%
PRS
415
Pinkerton Retirement Specialists
Idaho
$689K -$209K -10,353 -23%
BCI
416
Brinker Capital Investments
Pennsylvania
$687K – – –
VVP
417
Venture Visionary Partners
Ohio
$685K +$1.51K +75 +0.2%
EP
418
Eudaimonia Partners
Tennessee
$666K -$92.4K -4,581 -12%
HA
419
Harfst & Associates
Wyoming
$662K -$1.21K -60 -0.2%
FCI
420
Financial Counselors Inc
Kansas
$656K +$656K +32,535 New
ZF
421
Zhang Financial
Michigan
$653K +$130K +6,432 +25%
WPA
422
West Paces Advisors
Georgia
$647K -$296K -14,679 -31%
MA
423
MUFG Americas
New York
$643K -$31.7K -1,572 -5%
SF
424
Summit Financial
New Jersey
$641K +$2K +99 +0.3%
PAM
425
Pegasus Asset Management
New York
$639K -$69K -3,420 -10%
15 16
17
18 19