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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 %
William Blair & Company
701
William Blair & Company
Illinois
$32.4K – – –
UB
702
UMB Bank
Missouri
$29K – – –
Qube Research & Technologies (QRT)
703
Qube Research & Technologies (QRT)
United Kingdom
$27.7K +$24.7K +1,131 +838%
AWM
704
Aspire Wealth Management
Massachusetts
$25.9K -$34.2K -1,566 -57%
GCM
705
Gables Capital Management
Florida
$25.7K – – –
MWM
706
MinichMacGregor Wealth Management
New York
$25.1K +$25.1K +1,149 New
HIA
707
Harbor Investment Advisory
Maryland
$25.1K – – –
GT
708
Glenmede Trust
Pennsylvania
$24.9K +$328 +15 +1%
TC
709
Truvestments Capital
Florida
$24.5K – – –
EI
710
Ellevest Inc
New York
$23.3K +$66 +3 +0.3%
BCM
711
Blume Capital Management
California
$23K – – –
IGWM
712
ICA Group Wealth Management
Colorado
$23K +$23K +1,050 New
AC
713
AlphaCore Capital
California
$22.8K +$66 +3 +0.3%
EWM
714
EPG Wealth Management
Georgia
$21.7K – – –
CCA
715
Column Capital Advisors
Indiana
$20.9K – – –
BWA
716
BDO Wealth Advisors
Florida
$20.2K -$3.22K -147 -14%
SC
717
SouthState Corp
Florida
$19.7K +$19.7K +900 New
BBHC
718
Brown Brothers Harriman & Co
New York
$19.3K – – –
PO
719
Private Ocean
California
$19K – – –
NC
720
NewSquare Capital
Pennsylvania
$18.7K +$18.2K +834 +3,971%
AWM
721
Atticus Wealth Management
Florida
$18.6K – – –
WT
722
Washington Trust
Rhode Island
$17.8K +$17.8K +813 New
AAP
723
Arax Advisory Partners
Colorado
$16.9K +$66 +3 +0.4%
CPA
724
Cardiff Park Advisors
California
$16.4K +$16.4K +750 New
SVCP
725
Silicon Valley Capital Partners
California
$16K +$16K +735 New
27 28
29
30 31