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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 %
SIC
426
Sigma Investment Counselors
Michigan
$793K -$525 -24 -0.1%
OCM
427
One Capital Management
California
$780K -$9.38K -429 -1%
CAM
428
Cozad Asset Management
Illinois
$777K – – –
SWM
429
Selective Wealth Management
Virginia
$776K -$18.9K -816 -2%
PWM
430
Prentice Wealth Management
New York
$775K +$124K +5,655 +19%
SFWA
431
Summit Financial Wealth Advisors
Louisiana
$775K -$656 -30 -0.1%
ANTB
432
AMG National Trust Bank
Colorado
$774K – – –
ACA
433
Aspire Capital Advisors
Washington
$762K -$237K -10,827 -24%
Renaissance Technologies
434
Renaissance Technologies
New York
$755K -$322K -14,700 -30%
LPIC
435
LeJeune Puetz Investment Counsel
Michigan
$751K +$262 +12 +0%
PRS
436
Pinkerton Retirement Specialists
Idaho
$747K – – –
BCI
437
Brinker Capital Investments
Pennsylvania
$745K – – –
VVP
438
Venture Visionary Partners
Ohio
$743K – – –
OWM
439
Opes Wealth Management
California
$737K +$737K +33,681 New
EP
440
Eudaimonia Partners
Tennessee
$722K – – –
SCM
441
SOL Capital Management
Maryland
$709K +$16.4K +750 +2%
GC
442
Grimes & Company
Massachusetts
$697K -$257K -11,769 -27%
EFM
443
Eley Financial Management
Vermont
$695K +$695K +31,761 New
HA
444
Harfst & Associates
Wyoming
$689K -$28.6K -1,308 -4%
AAG
445
Armstrong Advisory Group
Massachusetts
$685K +$685K +31,332 New
AWS
446
Atria Wealth Solutions
New York
$684K -$365K -16,686 -35%
PGAM
447
Princeton Global Asset Management
New Jersey
$684K +$2.3K +105 +0.3%
FNBT
448
FineMark National Bank & Trust
Florida
$682K – – –
PAM
449
Pegasus Asset Management
New York
$680K -$12.7K -579 -2%
SF
450
Summit Financial
New Jersey
$679K -$15.3K -699 -2%
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