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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 %
TWM
476
Triton Wealth Management
Arizona
$433K -$258 -12 -0.1%
Brown Advisory
477
Brown Advisory
Maryland
$433K – – –
EFS
478
Econ Financial Services
Pennsylvania
$429K -$2.77M -137,421 -87%
SCM
479
Stordahl Capital Management
Colorado
$427K – – –
OPWM
480
Oakwell Private Wealth Management
Texas
$427K – – –
WCM
481
Wealthcare Capital Management
Virginia
$425K -$10.5K -522 -2%
CGFA
482
Colton Groome Financial Advisors
North Carolina
$424K -$76.6K -3,801 -15%
HIC
483
Holderness Investments Company
North Carolina
$422K -$48.1K -2,385 -10%
CNFG
484
Creegan & Nassoura Financial Group
New Hampshire
$416K – – –
CP
485
Capital Planning
Washington
$416K +$146K +7,224 +54%
HTC
486
Haverford Trust Company
Pennsylvania
$413K – – –
WPC
487
Wedmont Private Capital
Pennsylvania
$410K – – –
HIF
488
Hill Island Financial
Michigan
$408K +$1.88K +93 +0.5%
JWCA
489
J.W. Cole Advisors
Florida
$399K +$46.1K +2,286 +13%
AFG
490
Albion Financial Group
Utah
$394K -$4.29K -213 -1%
MS
491
Madden Securities
Texas
$394K +$182 +9 +0%
AIM
492
Avity Investment Management
Connecticut
$390K -$10.6K -525 -3%
AIM
493
Acropolis Investment Management
Missouri
$387K – – –
APA
494
American Portfolios Advisors
New York
$386K -$1.82K -90 -0.5%
CCB
495
Country Club Bank
Missouri
$384K +$384K +18,900 New
WDL
496
Well Done LLC
Michigan
$375K – – –
TC
497
Telemus Capital
Michigan
$369K -$1.82K -90 -0.5%
MWM
498
MBE Wealth Management
Wisconsin
$369K – – –
AWM
499
AE Wealth Management
Kansas
$369K +$120K +5,952 +48%
BC
500
Bowman & Company
Wisconsin
$369K +$369K +18,282 New
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