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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
1
Financial Engines Advisors
California
$1.1B
2
Cerity Partners
2
Cerity Partners
New York
$63.2M
3
HSA
3
HBK Sorce Advisory
Pennsylvania
$85.8M
4
Creative Planning
4
Creative Planning
Kansas
$706M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$194M

Top Sellers

1
AT
1
American Trust
Kentucky
$1.19M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$23.4M
3
AG
3
Appleton Group
Wisconsin
$1.09M
4
APW
4
Aurora Private Wealth
New Jersey
$393K
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$58.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
676
Operose Advisors
Wisconsin
$55.2K +$262 +12 +0.5%
GFWA
677
Grey Fox Wealth Advisors
Delaware
$54.5K +$54.5K +2,493 New
MIM
678
Macroview Investment Management
Maryland
$54.5K +$1.25K +57 +2%
SC
679
Stephens Consulting
Michigan
$53K – – –
HWMA
680
Heritage Wealth Management (Arizona)
Arizona
$50.5K +$25.3K +1,155 +100%
USCWA
681
U.S. Capital Wealth Advisors
Texas
$48.7K +$48.7K +2,226 New
HR
682
Howe & Rusling
New York
$48.1K +$6.96K +318 +17%
FFL
683
Financial Freedom LLC
Ohio
$47.9K +$47.9K +2,193 New
AAMA
684
Advanced Asset Management Advisors
Ohio
$47.2K +$197 +9 +0.4%
ADL
685
Asset Dedication LLC
California
$46K – – –
SCA
686
Stonebridge Capital Advisors
Minnesota
$40.8K +$38.3K +1,752 +1,537%
GWM
687
Guardian Wealth Management
Illinois
$39.9K +$66 +3 +0.2%
OHWP
688
Oak Harbor Wealth Partners
North Carolina
$39.4K – – –
DWP
689
Destiny Wealth Partners
Florida
$38.6K -$33.8K -1,545 -47%
BlackRock
690
BlackRock
New York
$38.3K – – –
BA
691
Bellwether Advisors
Nebraska
$37.8K +$37.8K +1,728 New
TWA
692
TCI Wealth Advisors
Arizona
$37.6K +$66 +3 +0.2%
CWM
693
Cranbrook Wealth Management
Michigan
$36.7K -$9.84K -450 -21%
JHCP
694
Jackson Hole Capital Partners
Oklahoma
$36.1K – – –
BEI
695
Benjamin Edwards Inc
Missouri
$35K -$12K -549 -26%
MWM
696
Mascoma Wealth Management
New Hampshire
$34.2K +$34.2K +1,566 New
GWM
697
Geneos Wealth Management
Colorado
$34.1K – – –
HBW
698
Hazlett, Burt & Watson
West Virginia
$34K +$134 +6 +0.4%
CIM
699
Contravisory Investment Management
Massachusetts
$33.9K -$100K -4,578 -75%
CTC
700
Central Trust Company
Missouri
$32.8K -$590 -27 -2%
26 27
28
29 30