SCHM icon

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 %
SWM
501
Stockman Wealth Management
Montana
$359K -$29.8K -1,479 -8%
GAM
502
Garrison Asset Management
Arkansas
$359K +$242 +12 +0.1%
AWE
503
Avidian Wealth Enterprises
Texas
$356K -$608K -30,120 -63%
RJT
504
Raymond James Trust
Florida
$356K +$33.5K +1,662 +10%
PI
505
Pachira Investments
California
$351K – – –
HI
506
Hendershot Investments
Virginia
$350K +$5.81K +288 +2%
BL
507
BCWM LLC
Kansas
$350K +$25.3K +1,254 +8%
DBRC
508
D.B. Root & Company
Pennsylvania
$349K -$1.27K -63 -0.4%
PFS
509
Prospera Financial Services
Texas
$344K -$18.5K -912 -5%
PWM
510
Praetorian Wealth Management
California
$343K +$343K +17,043 New
FWM
511
Fingerlakes Wealth Management
New York
$339K -$4.3K -213 -1%
APSI
512
Asset Planning Services Inc
Louisiana
$338K – – –
PWMG
513
Prestige Wealth Management Group
New Jersey
$336K -$60 -3 -0%
LAIC
514
Lederer & Associates Investment Counsel
California
$333K -$302 -15 -0.1%
CCM
515
Crew Capital Management
Ohio
$332K – – –
NS
516
Newman & Schimel
Illinois
$331K -$12.1K -600 -4%
CIS
517
Continental Investors Services
Washington
$330K -$4.54K -225 -1%
CIAS
518
Capital Investment Advisory Services
North Carolina
$327K -$9.81K -486 -3%
CIC
519
Carnegie Investment Counsel
Ohio
$327K -$2.36K -117 -0.7%
SWM
520
Spire Wealth Management
Virginia
$324K -$223K -11,052 -41%
BA
521
Ballast Advisors
Minnesota
$322K – – –
KLI
522
Kelman-Lazarov Inc
Tennessee
$320K -$154K -7,662 -33%
TFP
523
Tilia Fiduciary Partners
North Carolina
$320K -$12.4K -603 -4%
CFO
524
CVA Family Office
Colorado
$319K +$42.6K +2,112 +15%
FPAS
525
Focus Partners Advisor Solutions
Missouri
$319K +$319K +15,804 New
19 20
21
22 23