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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 %
WPW
476
Watershed Private Wealth
Illinois
$588K +$588K +26,871 New
Calamos Advisors
477
Calamos Advisors
Illinois
$587K +$3.41K +156 +0.6%
FC
478
FCA Corp
Texas
$583K -$20.8K -951 -3%
PA
479
PFG Advisors
Arizona
$580K +$16.7K +765 +3%
OBWG
480
Onyx Bridge Wealth Group
New York
$577K -$8.28K -369 -1%
HHRDM
481
H&H Retirement Design & Management
Nevada
$561K -$34.6K -1,482 -6%
CG
482
Caprock Group
Idaho
$552K +$552K +25,251 New
SPIA
483
Steward Partners Investment Advisory
New York
$550K +$52.9K +2,421 +11%
NL
484
NWAM LLC
Washington
$543K +$218K +9,951 +67%
KLI
485
Kelman-Lazarov Inc
Tennessee
$540K +$193K +8,835 +56%
PTC
486
Private Trust Company
Ohio
$540K -$59K -2,697 -10%
SF
487
Synovus Financial
Georgia
$538K -$2.36K -108 -0.4%
PA
488
Parallel Advisors
California
$538K +$2.56K +117 +0.5%
LWAC
489
Laurel Wealth Advisors (California)
California
$537K -$6.29K -288 -1%
IAA
490
Independent Advisor Alliance
North Carolina
$528K +$22.7K +1,038 +4%
MF
491
Meridian Financial
Massachusetts
$518K +$4.92K +225 +1%
OPS
492
Orion Portfolio Solutions
Nebraska
$516K -$57K -2,607 -10%
PSCM
493
Per Stirling Capital Management
Texas
$514K +$514K +23,481 New
SBH
494
Segall Bryant & Hamill
Illinois
$506K -$13.1K -600 -3%
JWCA
495
J.W. Cole Advisors
Florida
$501K +$68.6K +3,135 +16%
BI
496
Berkeley Inc
Idaho
$498K -$5.58K -255 -1%
AIM
497
Aspen Investment Management
Michigan
$498K -$3.28K -150 -0.7%
TA
498
TrueWealth Advisors
Alabama
$495K +$192K +8,790 +64%
FRA
499
Front Row Advisors
California
$492K -$2.62K -120 -0.5%
FWS
500
FinDec Wealth Services
California
$485K +$485K +22,197 New
18 19
20
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