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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 %
EL
701
EMFO LLC
Florida
$3K – – –
Qube Research & Technologies (QRT)
702
Qube Research & Technologies (QRT)
United Kingdom
$3K +$3K +135 New
CAAS
703
Capital Asset Advisory Services
Michigan
$2K -$150 -9 -7%
DI
704
Disciplined Investments
Oklahoma
$2K – – –
TFM
705
TFC Financial Management
Massachusetts
$2K – – –
EK
706
Evensky & Katz
Florida
$2K – – –
HFS
707
Hantz Financial Services
Michigan
$2K – – –
SCA
708
Stonebridge Capital Advisors
Minnesota
$2K – – –
JWM
709
Janiczek Wealth Management
Colorado
$2K +$410 +24 +26%
SFC
710
SYM Financial Corp
Indiana
$2K +$2K +84 New
GA
711
GoalVest Advisory
New York
$2K +$2K +123 New
FCMT
712
Founders Capital Management (Texas)
Texas
$1K -$16.7K -600 -94%
JFA
713
JNBA Financial Advisors
Minnesota
$1K – – –
EC
714
EdgeRock Capital
Colorado
$1K +$1K +63 New
Bank of Montreal
715
Bank of Montreal
Ontario, Canada
$213 -$16 -735 -7%
Cerity Partners
716
Cerity Partners
New York
– -$43.9M -2,097,990 Closed
OAM
717
Oak Asset Management
California
– -$6.39M -305,421 Closed
CCWA
718
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$4.17M -199,428 Closed
ACM
719
AlphaStar Capital Management
North Carolina
– -$3.94M -188,583 Closed
Jane Street
720
Jane Street
New York
– -$2.38M -113,955 Closed
ACM
721
Argent Capital Management
Missouri
– -$2.29M -109,614 Closed
EFSCE
722
Enterprise Financial Services Corp (EFSC)
Missouri
– -$1.85M -88,479 Closed
GC
723
Gilbert & Cook
Iowa
– -$1.2M -57,261 Closed
SWIG
724
Strategic Wealth Investment Group
Kentucky
– -$848K -40,554 Closed
EWA
725
EP Wealth Advisors
California
– -$530K -25,359 Closed
27 28
29
30 31