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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 %
TPA
601
Trivium Point Advisory
Connecticut
$257K +$24.8K +1,104 +11%
MA
602
MONECO Advisors
Connecticut
$256K +$256K +11,718 New
G
603
Gainplan
Michigan
$256K -$7.68K -351 -3%
CF
604
Centaurus Financial
California
$254K -$15.7K -717 -6%
RBCM
605
Raub Brock Capital Management
California
$253K +$6.56K +300 +3%
HIM
606
Harbour Investment Management
Washington
$253K -$46.3K -2,118 -15%
HIC
607
Hartline Investment Corp
Illinois
$249K +$249K +11,370 New
GWM
608
Gray Wealth Management
Maine
$247K -$3.08K -141 -1%
Bank of Montreal
609
Bank of Montreal
Ontario, Canada
$245K +$34.8K +1,584 +17%
BF
610
Brogan Financial
Tennessee
$236K +$236K +10,797 New
PCA
611
Personal Capital Advisors
California
$234K +$4K +183 +2%
Kovitz Investment Group Partners
612
Kovitz Investment Group Partners
Illinois
$234K -$98.5K -4,500 -30%
FCM
613
Firestone Capital Management
Florida
$234K +$234K +10,698 New
TBWA
614
Three Bridge Wealth Advisors
California
$227K +$328 +15 +0.1%
ODIJL
615
One Day In July LLC
Vermont
$227K +$227K +10,389 New
ACA
616
Ascension Capital Advisors
Texas
$226K – – –
LWM
617
Ledge Wealth Management
Minnesota
$222K +$920 +42 +0.4%
MCCP
618
Mission Creek Capital Partners
California
$219K – – –
AA
619
Ancora Advisors
Ohio
$219K +$189K +8,658 +629%
BWP
620
BSW Wealth Partners
Colorado
$219K +$219K +10,023 New
OCM
621
Osterweis Capital Management
California
$218K -$201K – –
Fifth Third Bancorp
622
Fifth Third Bancorp
Ohio
$217K -$22.3K -1,020 -9%
JPMorgan Chase & Co
623
JPMorgan Chase & Co
New York
$211K +$192K +8,730 +983%
SCA
624
STALEY CAPITAL ADVISERS
Pennsylvania
$209K +$209K +9,543 New
TW
625
TrinityPoint Wealth
Connecticut
$203K +$203K +9,261 New
23 24
25
26 27