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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 %
LFG
576
Larson Financial Group
Missouri
$223K +$105K +5,184 +89%
AP
577
Appleton Partners
Massachusetts
$221K -$18.1K -897 -8%
TPA
578
Trivium Point Advisory
Connecticut
$221K +$2.43K +114 +1%
Fifth Third Bancorp
579
Fifth Third Bancorp
Ohio
$221K +$12.8K +633 +6%
TF
580
TIAA FSB
Florida
$215K -$2.36K -117 -1%
PCA
581
Personal Capital Advisors
California
$213K -$9.28K -459 -4%
TBWA
582
Three Bridge Wealth Advisors
California
$209K -$39K -1,938 -16%
ACA
583
Ascension Capital Advisors
Texas
$208K – – –
BJL
584
Brighton Jones LLC
Washington
$208K +$546 +27 +0.3%
US Bancorp
585
US Bancorp
Minnesota
$205K +$53.5K +2,649 +35%
LWM
586
Ledge Wealth Management
Minnesota
$204K +$788 +39 +0.4%
MCCP
587
Mission Creek Capital Partners
California
$202K +$202K +10,014 New
OCM
588
Osterweis Capital Management
California
$201K -$208K – –
YIH
589
Y-Intercept (HK)
Hong Kong
$200K +$200K +9,927 New
GIA
590
GHP Investment Advisors
Colorado
$186K +$6.86K +339 +4%
WAM
591
Worth Asset Management
Texas
$184K +$157K +7,785 +582%
OIA
592
Optimum Investment Advisors
Illinois
$182K +$2.84K +141 +2%
FM
593
Family Management
New York
$159K – – –
OSAM
594
O'Shaughnessy Asset Management
Connecticut
$147K +$24.8K +1,230 +20%
AW
595
Avion Wealth
Texas
$142K +$6.24K +309 +5%
NG
596
NWK Group
California
$139K -$12.1K -600 -8%
SSB
597
Sandy Spring Bank
Maryland
$137K +$364 +18 +0.3%
RDFA
598
Ritter Daniher Financial Advisory
Ohio
$134K -$4.97K -246 -4%
KSWA
599
Kathleen S. Wright Associates
Pennsylvania
$133K +$24K +1,185 +22%
CIM
600
Contravisory Investment Management
Massachusetts
$124K +$6.74K +333 +6%
22 23
24
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