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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 %
AWM
501
AE Wealth Management
Kansas
$482K +$81.9K +3,747 +20%
VC
502
Vicus Capital
Pennsylvania
$480K +$480K +21,933 New
EWM
503
Empirical Wealth Management
Washington
$477K -$64.2K -2,934 -12%
RJT
504
Raymond James Trust
Florida
$477K +$90.7K +4,149 +23%
MA
505
Modus Advisors
Minnesota
$477K -$66.4K -3,036 -12%
TCM
506
Twele Capital Management
Minnesota
$475K +$475K +21,711 New
CGFA
507
Colton Groome Financial Advisors
North Carolina
$470K +$10.3K +471 +2%
Brown Advisory
508
Brown Advisory
Maryland
$470K – – –
WSWA
509
Warren Street Wealth Advisors
California
$470K -$50.8K -2,322 -10%
EFS
510
Econ Financial Services
Pennsylvania
$469K +$3.87K +177 +0.8%
CAG
511
Curtis Advisory Group
California
$467K -$1.21M -55,464 -72%
OPWM
512
Oakwell Private Wealth Management
Texas
$463K – – –
WPC
513
Wedmont Private Capital
Pennsylvania
$461K +$5.11K +228 +1%
TWM
514
Triton Wealth Management
Arizona
$459K -$10.3K -441 -2%
MS
515
Madden Securities
Texas
$456K +$29.2K +1,335 +7%
CWM
516
Castle Wealth Management
Florida
$453K -$173K -7,920 -28%
CNFG
517
Creegan & Nassoura Financial Group
New Hampshire
$451K – – –
SCM
518
Stordahl Capital Management
Colorado
$450K -$13.5K -618 -3%
PFGIA
519
Patriot Financial Group Insurance Agency
Massachusetts
$449K -$171K -7,824 -28%
HTC
520
Haverford Trust Company
Pennsylvania
$445K – – –
HIF
521
Hill Island Financial
Michigan
$445K +$2.3K +105 +0.5%
HIC
522
Holderness Investments Company
North Carolina
$444K -$13.8K -633 -3%
AIM
523
Avity Investment Management
Connecticut
$423K – – –
CCB
524
Country Club Bank
Missouri
$413K – – –
BFO
525
Biltmore Family Office
North Carolina
$402K +$402K +18,402 New
19 20
21
22 23