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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 %
SCM
426
SOL Capital Management
Maryland
$639K – – –
OPA
427
Old Port Advisors
Maine
$638K -$17.9K -834 -3%
PGAM
428
Princeton Global Asset Management
New Jersey
$629K -$4.66K -231 -0.7%
FNBT
429
FineMark National Bank & Trust
Florida
$629K – – –
GT
430
Greenleaf Trust
Michigan
$623K – – –
PFO
431
Pathstone Family Office
New Jersey
$623K +$311K +15,453 +100%
CM
432
Columbus Macro
Pennsylvania
$614K -$26.2K -1,299 -4%
WF
433
Warner Financial
Maryland
$614K +$24.1K +1,194 +4%
SSWG
434
Seven Springs Wealth Group
Tennessee
$606K -$3.15K -156 -0.5%
PWM
435
Prentice Wealth Management
New York
$601K +$601K +29,769 New
CHA
436
Cooper/Haims Advisors
New York
$600K +$303 +15 +0.1%
ACI
437
Alpha Cubed Investments
California
$596K -$43.3K -2,148 -7%
CCM
438
Cribstone Capital Management
Maine
$592K -$44.4K -2,199 -7%
BCA
439
Bay Colony Advisors
Massachusetts
$588K -$82K -4,062 -12%
PFBT
440
Parkside Financial Bank & Trust
Missouri
$587K – – –
MFG
441
Merit Financial Group
Georgia
$582K -$420K -20,781 -42%
JF
442
Joule Financial
Kentucky
$580K -$17K -840 -3%
CWM
443
Castle Wealth Management
Florida
$578K -$5.03K -249 -0.9%
FHB
444
First Hawaiian Bank
Hawaii
$574K – – –
PFGIA
445
Patriot Financial Group Insurance Agency
Massachusetts
$572K -$546K -27,075 -49%
AGA
446
Arkos Global Advisors
Texas
$565K -$1.45K -72 -0.3%
FC
447
FCA Corp
Texas
$557K +$1.39K +69 +0.3%
TAM
448
Townsend Asset Management
North Carolina
$555K +$1.27K +63 +0.2%
PTC
449
Private Trust Company
Ohio
$553K – – –
WBCM
450
Wilson & Boucher Capital Management
California
$547K +$12.1K +600 +2%
16 17
18
19 20