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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 %
FVWA
626
Foster Victor Wealth Advisors
South Carolina
$202K +$202K +9,018 New
CSIC
627
Clifford Swan Investment Counsel
California
$202K +$202K +9,249 New
AR
628
Apeiron RIA
Texas
$202K +$202K +9,228 New
OIA
629
Optimum Investment Advisors
Illinois
$201K +$3.22K +147 +2%
FM
630
Family Management
New York
$173K – – –
BAAM
631
Baker Avenue Asset Management
California
$163K +$163K +7,470 New
OSAM
632
O'Shaughnessy Asset Management
Connecticut
$159K – – –
NG
633
NWK Group
California
$150K – – –
SSB
634
Sandy Spring Bank
Maryland
$149K +$459 +21 +0.3%
MA
635
Montag & Associates
Georgia
$145K +$145K +6,642 New
KSWA
636
Kathleen S. Wright Associates
Pennsylvania
$145K +$1.25K +57 +0.9%
AW
637
Avion Wealth
Texas
$141K – – –
NIC
638
Northwest Investment Counselors
Oregon
$129K +$328 +15 +0.3%
SWA
639
SOA Wealth Advisors
New York
$129K +$129K +5,907 New
RDFA
640
Ritter Daniher Financial Advisory
Ohio
$129K -$16.3K -744 -11%
DSC
641
Duncker Streett & Co
Missouri
$127K +$394 +18 +0.3%
CAL
642
Capital Advisors Ltd
Ohio
$125K – – –
PK
643
Pflug Koory
Nebraska
$123K +$11.5K +525 +10%
FCT
644
First Community Trust
Iowa
$121K – – –
Bessemer Group
645
Bessemer Group
New Jersey
$117K – – –
CDIA
646
Capital Directions Investment Advisors
Georgia
$116K +$116K +5,304 New
BONH
647
Bank of New Hampshire
New Hampshire
$112K – – –
RG
648
Retirement Group
California
$109K +$19.9K +909 +22%
TSW
649
Thompson Siegel & Walmsley
Virginia
$108K – – –
BL
650
Balentine LLC
Georgia
$104K +$104K +4,761 New
24 25
26
27 28