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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 %
PFP
551
Pinnacle Financial Partners
Tennessee
$271K +$907 +45 +0.3%
PAM
552
Peak Asset Management
Colorado
$270K – – –
FRA
553
Frank Rimerman Advisors
California
$265K – – –
SCA
554
Stillwater Capital Advisors
Pennsylvania
$261K – – –
EWM
555
Elmwood Wealth Management
California
$254K – – –
MIP
556
Marietta Investment Partners
Wisconsin
$254K +$65 +3 +0%
AF
557
Advisornet Financial
Minnesota
$254K +$13.9K +690 +6%
RFC
558
Regions Financial Corp
Alabama
$252K -$3.04K -150 -1%
KWS
559
Keystone Wealth Services
California
$251K -$121 -6 -0%
TWP
560
Total Wealth Planning
Ohio
$250K -$580K -28,785 -70%
GWAM
561
Guardian Wealth Advisors (Minnesota)
Minnesota
$250K +$665 +33 +0.3%
CF
562
Centaurus Financial
California
$249K -$28.5K -1,416 -10%
G
563
Gainplan
Michigan
$243K -$14.6K -723 -6%
RCC
564
Red Cedar Capital
Nebraska
$243K +$1.09K +54 +0.5%
TC
565
Tenret Company
Florida
$242K -$847 -42 -0.3%
LBA
566
Lowell Blake & Associates
Massachusetts
$242K – – –
ACM
567
Armbruster Capital Management
New York
$236K -$107K -5,325 -31%
EWM
568
Echo Wealth Management
Minnesota
$236K – – –
DY
569
Dowling & Yahnke
California
$234K -$14.4K -717 -6%
RFA
570
Resurgent Financial Advisors
Georgia
$233K +$61 +3 +0%
GWM
571
Gray Wealth Management
Maine
$231K +$61 +3 +0%
RBCM
572
Raub Brock Capital Management
California
$228K +$2K +99 +0.9%
Citadel Advisors
573
Citadel Advisors
Florida
$228K +$228K +11,310 New
KFS
574
Kaizen Financial Strategies
California
$227K +$1.03K +51 +0.5%
WF
575
Whelan Financial
California
$223K -$157K -7,785 -41%
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