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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 %
FCA
651
FinTrust Capital Advisors
South Carolina
$102K +$131 +6 +0.1%
GJIA
652
Glass Jacobson Investment Advisors
Maryland
$102K +$102K +4,659 New
KM
653
Kalos Management
Georgia
$100K +$100K +4,593 New
IRC
654
Investors Research Corp
Georgia
$95.1K – – –
KFI
655
Key Financial Inc
Pennsylvania
$93.7K – – –
WPA
656
West Paces Advisors
Georgia
$92.5K -$609K -27,846 -87%
AWM
657
Abound Wealth Management
Tennessee
$90.6K -$722 -33 -0.8%
EARNEST Partners
658
EARNEST Partners
Georgia
$90.2K +$90.2K +4,125 New
S
659
SignatureFD
Georgia
$89.5K – – –
MFA
660
McClarren Financial Advisors
Pennsylvania
$81K +$65 +3 +0.1%
GWANC
661
Guardian Wealth Advisors (North Carolina)
North Carolina
$79.8K +$20K +912 +33%
ACA
662
Aptus Capital Advisors
Alabama
$79.8K +$19.9K +912 +33%
OC
663
Oakworth Capital
Alabama
$79.5K – – –
TCWA
664
Ten Capital Wealth Advisors
Washington
$77.1K – – –
PR
665
Payden & Rygel
California
$74K – – –
ASN
666
Advisory Services Network
Georgia
$68.5K -$473K -21,612 -87%
GBT
667
Grove Bank & Trust
Florida
$66K +$66K +3,030 New
Carson Wealth (CWM LLC)
668
Carson Wealth (CWM LLC)
Nebraska
$65K -$46.9K -2,157 -42%
M
669
MOTCO
Texas
$62.7K – – –
BC
670
Burleson & Co
California
$62K +$263 +12 +0.4%
FHA
671
First Horizon Advisors
Tennessee
$60K – – –
AA
672
Addison Advisors
Vermont
$58.7K – – –
FFA
673
Farther Finance Advisors
California
$58.2K +$58.2K +2,661 New
HC
674
Hoese & Co
Minnesota
$56K – – –
PFC
675
Phocas Financial Corp
California
$55.8K -$422K -19,305 -88%
25 26
27
28 29