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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 %
GT
451
Greenleaf Trust
Michigan
$676K – – –
CG
452
Colony Group
Massachusetts
$676K +$94.9K +4,338 +16%
SWA
453
Stratos Wealth Advisors
Ohio
$676K -$174K -7,941 -20%
GIA
454
GHP Investment Advisors
Colorado
$675K +$473K +21,645 +235%
RZH
455
Relyea Zuckerberg Hanson
Connecticut
$671K +$671K +30,684 New
BJL
456
Brighton Jones LLC
Washington
$669K +$444K +20,283 +197%
SSWG
457
Seven Springs Wealth Group
Tennessee
$656K – – –
AWE
458
Avidian Wealth Enterprises
Texas
$653K +$267K +12,195 +69%
CM
459
Columbus Macro
Pennsylvania
$649K -$16.1K -738 -2%
ACI
460
Alpha Cubed Investments
California
$646K – – –
CHA
461
Cooper/Haims Advisors
New York
$644K -$6.3K -288 -1%
PFBT
462
Parkside Financial Bank & Trust
Missouri
$636K – – –
MFG
463
Merit Financial Group
Georgia
$636K +$5.64K +258 +0.9%
BCA
464
Bay Colony Advisors
Massachusetts
$633K -$4.59K -210 -0.7%
JF
465
Joule Financial
Kentucky
$631K +$3.02K +138 +0.5%
FHB
466
First Hawaiian Bank
Hawaii
$622K – – –
OPA
467
Old Port Advisors
Maine
$618K -$32.8K -1,500 -5%
CP
468
Capital Planning
Washington
$617K +$166K +7,605 +37%
EWA
469
EP Wealth Advisors
California
$613K +$613K +28,038 New
AGA
470
Arkos Global Advisors
Texas
$613K – – –
CCM
471
Cribstone Capital Management
Maine
$607K -$35K -1,599 -5%
WBCM
472
Wilson & Boucher Capital Management
California
$606K +$13.1K +600 +2%
TAM
473
Townsend Asset Management
North Carolina
$603K +$1.58K +72 +0.3%
EWM
474
Evermay Wealth Management
Virginia
$595K +$70.2K +3,210 +13%
PP
475
Pegasus Partners
Wisconsin
$589K – – –
17 18
19
20 21