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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
$1.1B
2
Cerity Partners
Cerity Partners
New York
$63.2M
3
HSA
HBK Sorce Advisory
Pennsylvania
$85.8M
4
Creative Planning
Creative Planning
Kansas
$706M
5
HighTower Advisors
HighTower Advisors
Illinois
$194M

Top Sellers

1
AT
American Trust
Kentucky
$1.19M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$23.4M
3
AG
Appleton Group
Wisconsin
$1.09M
4
APW
Aurora Private Wealth
New Jersey
$393K
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$58.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
551
Spire Wealth Management
Virginia
$352K +$1.12K +51 +0.3%
PWMG
552
Prestige Wealth Management Group
New Jersey
$352K -$13.1K -600 -4%
CCM
553
Crew Capital Management
Ohio
$345K -$15.6K -711 -4%
BFG
554
Bouchey Financial Group
New York
$344K – – –
BA
555
Ballast Advisors
Minnesota
$344K -$5.18K -237 -1%
CFO
556
CVA Family Office
Colorado
$344K -$2.49K -114 -0.7%
AP
557
Appleton Partners
Massachusetts
$341K +$101K +4,632 +42%
PFS
558
Prospera Financial Services
Texas
$337K -$34.3K -1,569 -9%
TFP
559
Tilia Fiduciary Partners
North Carolina
$336K -$3.08K -141 -0.9%
RPA
560
Rock Point Advisors
Vermont
$333K +$2.69K +123 +0.8%
LFG
561
Leverty Financial Group
Wisconsin
$333K +$333K +15,207 New
BAM
562
Belpointe Asset Management
Nevada
$331K -$1.12M -51,345 -77%
GG
563
Greenwood Gearhart
Arkansas
$328K +$5.71K +261 +2%
AIM
564
Acropolis Investment Management
Missouri
$328K -$91.2K -4,170 -22%
BAM
565
Bosun Asset Management
Illinois
$328K – – –
RWA
566
Redmont Wealth Advisors
Illinois
$328K – – –
SAG
567
SageView Advisory Group
California
$325K +$325K +14,868 New
VWA
568
Visionary Wealth Advisors
Illinois
$324K +$5.91K +270 +2%
CFGSD
569
Compass Financial Group (South Dakota)
South Dakota
$323K +$323K +14,757 New
PL
570
Plancorp LLC
Missouri
$317K -$262 -12 -0.1%
IF
571
Intrua Financial
Texas
$315K -$9.88K -435 -3%
WF
572
Williams Financial
Vermont
$313K +$4.99K +228 +2%
PNC Financial Services Group
573
PNC Financial Services Group
Pennsylvania
$310K -$8.99K -411 -3%
HNB
574
Huntington National Bank
Ohio
$309K -$285K – –
RSWM
575
Robertson Stephens Wealth Management
California
$305K +$131 +6 +0%
21 22
23
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