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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 %
BC
626
Burleson & Co
California
$57K +$303 +15 +0.5%
FHA
627
First Horizon Advisors
Tennessee
$55K -$61.9K -3,087 -53%
AWM
628
Aspire Wealth Management
Massachusetts
$55K – – –
GWANC
629
Guardian Wealth Advisors (North Carolina)
North Carolina
$55K +$241 +12 +0.4%
ACA
630
Aptus Capital Advisors
Alabama
$55K +$241 +12 +0.4%
AA
631
Addison Advisors
Vermont
$54K – – –
OA
632
Operose Advisors
Wisconsin
$51K +$51K +2,511 New
MIM
633
Macroview Investment Management
Maryland
$49K +$4.41K +219 +10%
SC
634
Stephens Consulting
Michigan
$48.9K +$42.7K +2,115 +684%
HC
635
Hoese & Co
Minnesota
$48K – – –
S
636
Surevest
California
$48K – – –
ADL
637
Asset Dedication LLC
California
$44K +$44K +2,136 New
CWM
638
Cranbrook Wealth Management
Michigan
$43K – – –
AAMA
639
Advanced Asset Management Advisors
Ohio
$43K +$180 +9 +0.4%
BEI
640
Benjamin Edwards Inc
Missouri
$43K +$1.26K +63 +3%
HR
641
Howe & Rusling
New York
$38K – – –
GWM
642
Guardian Wealth Management
Illinois
$37K +$122 +6 +0.3%
OHWP
643
Oak Harbor Wealth Partners
North Carolina
$36K +$24.3K +1,215 +208%
BlackRock
644
BlackRock
New York
$35K -$204K -10,212 -85%
TWA
645
TCI Wealth Advisors
Arizona
$35K +$61 +3 +0.2%
WT
646
Whittier Trust
California
$34K -$24.3K -1,215 -42%
JHCP
647
Jackson Hole Capital Partners
Oklahoma
$33K – – –
PCA
648
Providence Capital Advisors
North Carolina
$33K – – –
GWM
649
Geneos Wealth Management
Colorado
$31K – – –
CTC
650
Central Trust Company
Missouri
$31K +$548 +27 +2%
24 25
26
27 28