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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
1
Gradient Investments
Minnesota
$62.1M
2
Creative Planning
2
Creative Planning
Kansas
$616M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$901M
4
AG
4
Appleton Group
Wisconsin
$8.98M
5
CWM
5
Curi Wealth Management
North Carolina
$19.9M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$168M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$9K
4
Ameriprise
4
Ameriprise
Minnesota
$68.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
51
Campbell Wealth Management
Virginia
$14.8M +$897K +44,472 +6%
FC
52
Financial Consulate
Maryland
$14.7M +$252K +12,489 +2%
BSB
53
Bangor Savings Bank
Maine
$14.4M +$382K +18,918 +3%
BWM
54
BerganKDV Wealth Management
Minnesota
$14.3M +$299K +14,802 +2%
DP
55
Denver PWM
Colorado
$14.1M -$95.5K -4,608 -0.7%
SFA
56
Seneca Financial Advisors
New York
$13.7M -$84K -4,164 -0.6%
Osaic Holdings
57
Osaic Holdings
Arizona
$13.3M -$5.34M -264,483 -29%
NOI
58
Newton One Investments
Delaware
$12.8M +$34K +1,686 +0.3%
EWA
59
Exencial Wealth Advisors
Oklahoma
$12.7M +$667K +33,072 +6%
MFGP
60
Marshall Financial Group (Pennsylvania)
Pennsylvania
$12.7M -$145K -7,182 -1%
IA
61
IFP Advisors
Florida
$12.4M +$1.06M +57,075 +9%
AAIM
62
Asset Advisors Investment Management
Georgia
$12.2M +$1.36M +67,251 +12%
AMG
63
Asset Management Group
Connecticut
$12.1M +$11K +546 +0.1%
FFN
64
Focus Financial Network
Minnesota
$11.8M +$234K +11,577 +2%
Commonwealth Equity Services
65
Commonwealth Equity Services
Massachusetts
$11.6M +$479K +23,766 +4%
PIMG
66
Patriot Investment Management Group
Tennessee
$11.5M +$317K +15,687 +3%
SFG
67
Sage Financial Group
Pennsylvania
$11.3M +$407K +20,172 +4%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$11M +$189K +9,363 +2%
LIM
69
Leavell Investment Management
Alabama
$10.9M -$133K -6,609 -1%
LFS
70
Lutz Financial Services
Nebraska
$10.9M +$71K +3,519 +0.7%
CFMC
71
Curbstone Financial Management Corp
New Hampshire
$10.8M -$157K -7,770 -1%
HG
72
Harbor Group
New Hampshire
$10.7M +$71.2K +3,531 +0.7%
FWP
73
FAS Wealth Partners
Kansas
$10.7M +$266K +13,164 +3%
BFG
74
Berger Financial Group
Minnesota
$10.6M +$606K +30,015 +6%
Bank of America
75
Bank of America
North Carolina
$10.4M +$274K +13,593 +3%
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3
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