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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 %
PP
451
Pegasus Partners
Wisconsin
$544K +$57.2K +2,835 +12%
Calamos Advisors
452
Calamos Advisors
Illinois
$538K +$18.4K +912 +4%
CG
453
Colony Group
Massachusetts
$536K -$15.3K -759 -3%
OBWG
454
Onyx Bridge Wealth Group
New York
$535K +$3.2K +156 +0.6%
OPS
455
Orion Portfolio Solutions
Nebraska
$529K -$148K -7,329 -22%
PA
456
PFG Advisors
Arizona
$520K +$520K +25,761 New
HHRDM
457
H&H Retirement Design & Management
Nevada
$519K +$34.2K +1,683 +7%
LWAC
458
Laurel Wealth Advisors (California)
California
$502K +$3.09K +153 +0.6%
MA
459
Modus Advisors
Minnesota
$501K -$7.63K -378 -1%
EWM
460
Empirical Wealth Management
Washington
$500K +$39.9K +1,977 +9%
ASN
461
Advisory Services Network
Georgia
$499K -$2K -99 -0.4%
SF
462
Synovus Financial
Georgia
$499K +$2.73K +135 +0.5%
PA
463
Parallel Advisors
California
$494K +$848 +42 +0.2%
SFO
464
Stokes Family Office
Louisiana
$489K +$1.88K +93 +0.4%
EWM
465
Evermay Wealth Management
Virginia
$484K +$73.8K +3,660 +18%
WSWA
466
Warren Street Wealth Advisors
California
$480K +$6.42K +318 +1%
SBH
467
Segall Bryant & Hamill
Illinois
$479K +$10.5K +519 +2%
MF
468
Meridian Financial
Massachusetts
$473K +$20.6K +1,023 +5%
IAA
469
Independent Advisor Alliance
North Carolina
$466K +$466K +23,109 New
BI
470
Berkeley Inc
Idaho
$465K -$9.14K -453 -2%
AIM
471
Aspen Investment Management
Michigan
$463K +$1.27K +63 +0.3%
SPIA
472
Steward Partners Investment Advisory
New York
$458K +$5.93K +294 +1%
FRA
473
Front Row Advisors
California
$456K -$1.94K -96 -0.4%
JFGIW
474
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$456K +$24.6K +1,122 +6%
PFC
475
Phocas Financial Corp
California
$441K – – –
17 18
19
20 21