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 %
BFG
526
Bouchey Financial Group
New York
$318K – – –
BI
527
Blooom Inc
Kansas
$309K -$30.2K -1,326 -9%
Kovitz Investment Group Partners
528
Kovitz Investment Group Partners
Illinois
$307K – – –
RPA
529
Rock Point Advisors
Vermont
$305K +$4.54K +225 +2%
AIM
530
AHL Investment Management
Florida
$304K +$61 +3 +0%
BAM
531
Bosun Asset Management
Illinois
$303K – – –
RWA
532
Redmont Wealth Advisors
Illinois
$303K – – –
BB
533
Busey Bank
Illinois
$302K +$61K +3,024 +25%
NL
534
NWAM LLC
Washington
$300K -$9.07K -450 -3%
GG
535
Greenwood Gearhart
Arkansas
$298K +$30.4K +1,506 +11%
FCC
536
Flower City Capital
New York
$297K -$1.63M -80,892 -85%
PNC Financial Services Group
537
PNC Financial Services Group
Pennsylvania
$294K -$13.7K -678 -4%
VWA
538
Visionary Wealth Advisors
Illinois
$293K -$64.3K -3,192 -18%
PL
539
Plancorp LLC
Missouri
$293K +$182 +9 +0.1%
IF
540
Intrua Financial
Texas
$289K – – –
PFA
541
Pinnacle Family Advisors
Missouri
$288K -$485 -24 -0.2%
HNB
542
Huntington National Bank
Ohio
$285K -$363K – –
WF
543
Williams Financial
Vermont
$284K +$1.15K +57 +0.4%
RSWM
544
Robertson Stephens Wealth Management
California
$280K +$280K +13,920 New
TA
545
TrueWealth Advisors
Alabama
$279K +$279K +13,824 New
ZIM
546
Zacks Investment Management
Illinois
$278K -$182 -9 -0.1%
RWM
547
RBA Wealth Management
California
$277K -$5.57K -276 -2%
PIA
548
Pinion Investment Advisors
Kansas
$276K -$2.18K -108 -0.8%
HIM
549
Harbour Investment Management
Washington
$276K – – –
PIM
550
Penobscot Investment Management
Massachusetts
$276K – – –
20 21
22
23 24