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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.

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
1
Gradient Investments
Minnesota
$62.1M
2
Creative Planning
2
Creative Planning
Kansas
$616M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$901M
4
AG
4
Appleton Group
Wisconsin
$8.98M
5
CWM
5
Curi Wealth Management
North Carolina
$19.9M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$168M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$9K
4
Ameriprise
4
Ameriprise
Minnesota
$68.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$30.2M +$1.28M +63,402 +4%
AT
27
American Trust
Kentucky
$30.1M -$5.56M -275,478 -16%
BCM
28
Brookstone Capital Management
Illinois
$29.6M -$3.22M -157,239 -10%
NFG
29
Nadler Financial Group
Illinois
$28.5M +$640K +31,725 +2%
HWA
30
HHM Wealth Advisors
Tennessee
$27.8M +$3.98M +197,334 +17%
SFS
31
Summit Financial Strategies
Ohio
$27.7M +$2.28M +113,040 +9%
PMG
32
ProVise Management Group
Florida
$26.6M -$1.32M -65,541 -5%
GAM
33
Gemmer Asset Management
California
$25.5M +$443K +21,951 +2%
CAN
34
Cetera Advisor Networks
California
$24.3M +$1.34M +66,321 +6%
Morgan Stanley
35
Morgan Stanley
New York
$23.3M -$9.54M -472,743 -29%
PFM
36
Parsec Financial Management
North Carolina
$22.7M -$855K -42,372 -4%
SAM
37
Summit Asset Management
Tennessee
$21M -$10.2K -507 -0%
DC
38
Davenport & Co
Virginia
$20M +$1.22M +60,651 +7%
CWM
39
Curi Wealth Management
North Carolina
$19.9M +$6.7M +331,929 +51%
BCMO
40
Buckingham Capital Management (Ohio)
Ohio
$18.9M +$1.74M +86,232 +10%
Wells Fargo
41
Wells Fargo
California
$18.4M +$666K +33,018 +4%
MI
42
Moneywise Inc
Virginia
$18.1M +$1.71M +84,891 +10%
MFT
43
Moisand Fitzgerald Tamayo
Florida
$17.6M +$621K +30,774 +4%
MAG
44
Mokosak Advisory Group
Iowa
$17M -$53.7K -2,661 -0.3%
RJA
45
Raymond James & Associates
Florida
$16.7M -$838K -41,538 -5%
SIC
46
Salem Investment Counselors
North Carolina
$16.4M -$69.6K -3,450 -0.4%
MF
47
Manchester Financial
California
$16.4M +$1.03M +50,844 +7%
EGWAG
48
Elwood & Goetz Wealth Advisory Group
Georgia
$16M +$484K +23,985 +3%
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
$15.2M +$1.01M +50,280 +7%
SC
50
Savant Capital
Illinois
$15M -$2.46M -121,677 -14%
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