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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 %
AllianceBernstein
401
AllianceBernstein
Tennessee
$928K -$2.33M -106,623 -72%
Prudential Financial
402
Prudential Financial
New Jersey
$923K +$5.51K +252 +0.6%
GB
403
Goepper Burkhardt
South Carolina
$910K -$88.6K -4,050 -9%
BIA
404
Bigelow Investment Advisors
Maine
$908K -$159K -7,254 -15%
CAG
405
Csenge Advisory Group
Florida
$898K -$113K -5,160 -11%
Lido Advisors
406
Lido Advisors
California
$898K +$58.2K +2,661 +7%
NGA
407
Naples Global Advisors
Florida
$889K +$10.8K +492 +1%
Fidelity Investments
408
Fidelity Investments
Massachusetts
$888K +$47.7K +2,181 +6%
LWM
409
Laidlaw Wealth Management
New York
$881K +$4.66K +213 +0.5%
FAG
410
Fortitude Advisory Group
Washington
$878K +$12.6K +576 +1%
US Bancorp
411
US Bancorp
Minnesota
$871K +$649K +29,691 +293%
PAMG
412
Patton Albertson Miller Group
Tennessee
$868K -$73.6K -3,366 -8%
MCM
413
Mitchell Capital Management
Kansas
$868K -$13.5K -618 -2%
Citadel Advisors
414
Citadel Advisors
Florida
$858K +$611K +27,939 +247%
FT
415
Fiduciary Trust
Massachusetts
$849K – – –
LTL
416
Lowery Thomas LLC
California
$843K +$37.7K +1,725 +5%
PSF
417
Pacific Sun Financial
California
$839K -$53.8K -2,460 -6%
FHA
418
Flagship Harbor Advisors
Massachusetts
$827K -$4.99K -228 -0.6%
CIR
419
Clear Investment Research
Georgia
$827K +$2.1K +96 +0.3%
SAM
420
Sawgrass Asset Management
Florida
$821K -$310K -14,160 -27%
FPAS
421
Focus Partners Advisor Solutions
Missouri
$817K +$471K +21,549 +136%
WWM
422
WT Wealth Management
Arizona
$802K +$802K +36,660 New
DI
423
Diligent Investors
California
$794K +$32.8K +1,500 +4%
SIMM
424
Stillwater Investment Management (Minnesota)
Minnesota
$794K +$4K +183 +0.5%
CS
425
Comerica Securities
Michigan
$793K -$29.3K -1,341 -4%
15 16
17
18 19