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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 %
WCM
526
Wealthcare Capital Management
Virginia
$401K -$59.8K -2,733 -13%
WDL
527
Well Done LLC
Michigan
$400K – – –
MWM
528
MBE Wealth Management
Wisconsin
$400K – – –
APW
529
Aurora Private Wealth
New Jersey
$393K -$8.11M -370,323 -95%
HI
530
Hendershot Investments
Virginia
$390K +$10.3K +471 +3%
GAM
531
Garrison Asset Management
Arkansas
$388K -$1.05K -48 -0.3%
FCI
532
Financial Counselors Inc
Kansas
$386K -$326K -14,895 -46%
ACM
533
Argent Capital Management
Missouri
$386K +$386K +17,631 New
PI
534
Pachira Investments
California
$382K +$1.9K +87 +0.5%
JFGIW
535
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$377K -$78.1K -3,570 -17%
MWP
536
Madison Wealth Partners
Wisconsin
$374K +$374K +17,118 New
TC
537
Telemus Capital
Michigan
$374K -$35.3K -1,575 -9%
BL
538
BCWM LLC
Kansas
$374K -$5.84K -267 -2%
DBRC
539
D.B. Root & Company
Pennsylvania
$373K -$6.17K -282 -2%
FWM
540
Fingerlakes Wealth Management
New York
$369K +$918 +42 +0.2%
LAIC
541
Lederer & Associates Investment Counsel
California
$366K +$5.11K +234 +1%
SWM
542
Stockman Wealth Management
Montana
$364K -$25.7K -1,173 -7%
DFG
543
Delta Financial Group
New Jersey
$361K +$361K +16,488 New
AFG
544
Albion Financial Group
Utah
$360K -$67.8K -3,099 -16%
CIS
545
Continental Investors Services
Washington
$358K +$591 +27 +0.2%
BF
546
Blankinship & Foster
California
$356K -$743K -33,954 -68%
PWM
547
Praetorian Wealth Management
California
$355K -$17.5K -798 -5%
CIC
548
Carnegie Investment Counsel
Ohio
$354K +$66 +3 +0%
APSI
549
Asset Planning Services Inc
Louisiana
$353K -$13.1K -600 -4%
PFA
550
Pinnacle Family Advisors
Missouri
$352K +$40.6K +1,854 +13%
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