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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
$616M
3
Financial Engines Advisors
Financial Engines Advisors
California
$901M
4
AG
Appleton Group
Wisconsin
$8.98M
5
CWM
Curi Wealth Management
North Carolina
$19.9M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$0
2
HighTower Advisors
HighTower Advisors
Illinois
$168M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$9K
4
Ameriprise
Ameriprise
Minnesota
$68.1M
5
Morgan Stanley
Morgan Stanley
New York
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
651
William Blair & Company
Illinois
$30K -$13.1K -645 -30%
HBW
652
Hazlett, Burt & Watson
West Virginia
$30K +$17.8K +903 +146%
MSFP
653
Mark Sheptoff Financial Planning
Connecticut
$28K – – –
AA
654
Ancora Advisors
Ohio
$28K +$17.8K +873 +173%
UB
655
UMB Bank
Missouri
$27K -$229K -11,235 -89%
GCM
656
Gables Capital Management
Florida
$24K – – –
HWMA
657
Heritage Wealth Management (Arizona)
Arizona
$23K -$32.3K -1,623 -58%
HIA
658
Harbor Investment Advisory
Maryland
$23K – – –
TC
659
Truvestments Capital
Florida
$23K – – –
RWA
660
RGT Wealth Advisors
Texas
$23K +$23K +1,164 New
BWA
661
BDO Wealth Advisors
Florida
$22K – – –
GT
662
Glenmede Trust
Pennsylvania
$22K +$3.52K +180 +19%
CCM
663
Covington Capital Management
California
$21K -$4.12K -204 -16%
BCM
664
Blume Capital Management
California
$21K – – –
AC
665
AlphaCore Capital
California
$21K – – –
EI
666
Ellevest Inc
New York
$21K +$119 +6 +0.6%
SAM
667
Strategic Asset Management
Minnesota
$20K – – –
EWM
668
EPG Wealth Management
Georgia
$20K +$20K +993 New
CCA
669
Column Capital Advisors
Indiana
$19K – – –
AWM
670
Atticus Wealth Management
Florida
$18K – – –
BBHC
671
Brown Brothers Harriman & Co
New York
$18K +$17.8K +870 +7,250%
JPMorgan Chase & Co
672
JPMorgan Chase & Co
New York
$18K +$18K +888 New
PO
673
Private Ocean
California
$17K – – –
ME
674
McIlrath & Eck
Washington
$17K +$4.95K +243 +41%
AAP
675
Arax Advisory Partners
Colorado
$16K +$62 +3 +0.4%
25 26
27
28 29