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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 %
RWM
576
RBA Wealth Management
California
$304K +$3.54K +162 +1%
CIAS
577
Capital Investment Advisory Services
North Carolina
$303K -$51K -2,334 -14%
PIM
578
Penobscot Investment Management
Massachusetts
$299K – – –
EWM
579
Elmwood Wealth Management
California
$299K +$23K +1,050 +8%
PAM
580
Peak Asset Management
Colorado
$298K +$4.99K +228 +2%
PFP
581
Pinnacle Financial Partners
Tennessee
$295K +$1.12K +51 +0.4%
PIA
582
Pinion Investment Advisors
Kansas
$295K -$4.06K -186 -1%
RFA
583
Resurgent Financial Advisors
Georgia
$295K +$42.4K +1,938 +17%
AF
584
Advisornet Financial
Minnesota
$294K +$18.8K +861 +7%
ZIM
585
Zacks Investment Management
Illinois
$292K -$8.86K -405 -3%
MIP
586
Marietta Investment Partners
Wisconsin
$290K +$32.7K +1,494 +13%
FRA
587
Frank Rimerman Advisors
California
$287K – – –
KWS
588
Keystone Wealth Services
California
$284K +$12K +549 +4%
SCA
589
Stillwater Capital Advisors
Pennsylvania
$282K – – –
TWP
590
Total Wealth Planning
Ohio
$282K +$10.4K +474 +4%
GWAM
591
Guardian Wealth Advisors (Minnesota)
Minnesota
$282K +$10.4K +474 +4%
SIS
592
Strategic Investment Solutions
Illinois
$276K +$276K +11,205 New
BB
593
Busey Bank
Illinois
$272K -$55.4K -2,532 -17%
HL
594
HeadInvest LLC
Maine
$267K +$267K +12,210 New
RCC
595
Red Cedar Capital
Nebraska
$265K +$1.38K +63 +0.5%
KFS
596
Kaizen Financial Strategies
California
$264K +$1.33K +57 +0.5%
TC
597
Tenret Company
Florida
$263K – – –
LBA
598
Lowell Blake & Associates
Massachusetts
$263K – – –
RFC
599
Regions Financial Corp
Alabama
$259K -$13.1K -600 -5%
ACM
600
Armbruster Capital Management
New York
$258K +$1.64K +75 +0.6%
22 23
24
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