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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
1
Financial Engines Advisors
California
$1.1B
2
Cerity Partners
2
Cerity Partners
New York
$63.2M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$85.8M
4
Creative Planning
4
Creative Planning
Kansas
$706M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$194M

Top Sellers

1
AT
1
American Trust
Kentucky
$1.19M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$23.4M
3
AG
3
Appleton Group
Wisconsin
$1.09M
4
APW
4
Aurora Private Wealth
New Jersey
$393K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$58.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
26
HHM Wealth Advisors
Tennessee
$33.2M +$3.09M +141,399 +10%
NFG
27
Nadler Financial Group
Illinois
$32.4M +$1.52M +69,546 +5%
SFS
28
Summit Financial Strategies
Ohio
$31.5M +$1.47M +67,413 +5%
BPA
29
Beacon Pointe Advisors
California
$31.3M -$1.44M -66,018 -4%
BCM
30
Brookstone Capital Management
Illinois
$30.3M -$2.16M -96,447 -7%
CAN
31
Cetera Advisor Networks
California
$27.8M +$1.46M +66,726 +6%
GAM
32
Gemmer Asset Management
California
$27.1M -$578K -26,415 -2%
Morgan Stanley
33
Morgan Stanley
New York
$25.6M +$399K +18,225 +2%
PMG
34
ProVise Management Group
Florida
$24M -$4.76M -217,662 -17%
PFM
35
Parsec Financial Management
North Carolina
$23.9M -$683K -31,245 -3%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$23.4M -$20M -851,511 -46%
DC
37
Davenport & Co
Virginia
$22.6M +$956K +43,731 +4%
SAM
38
Summit Asset Management
Tennessee
$22.6M -$151K -6,912 -0.7%
BCMO
39
Buckingham Capital Management (Ohio)
Ohio
$22.3M +$1.77M +81,120 +9%
CWM
40
Curi Wealth Management
North Carolina
$21.8M +$169K +7,746 +0.8%
MFT
41
Moisand Fitzgerald Tamayo
Florida
$19.5M +$458K +20,946 +2%
MAG
42
Mokosak Advisory Group
Iowa
$19M +$546K +24,942 +3%
EGWAG
43
Elwood & Goetz Wealth Advisory Group
Georgia
$18.6M +$1.33M +60,963 +8%
MF
44
Manchester Financial
California
$18.4M +$670K +30,636 +4%
RJA
45
Raymond James & Associates
Florida
$18M -$29.5K -1,350 -0.2%
SIC
46
Salem Investment Counselors
North Carolina
$17.9M +$40.7K +1,860 +0.2%
MI
47
Moneywise Inc
Virginia
$17.8M -$1.84M -83,937 -9%
Osaic Holdings
48
Osaic Holdings
Arizona
$17.6M +$3.12M +142,686 +22%
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
$16.5M -$16.5K -753 -0.1%
BWM
50
BerganKDV Wealth Management
Minnesota
$16.4M +$877K +40,080 +6%
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