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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 %
CWM
51
Campbell Wealth Management
Virginia
$16M +$57.5K +2,628 +0.4%
Wells Fargo
52
Wells Fargo
California
$15.8M -$4.23M -193,218 -21%
FC
53
Financial Consulate
Maryland
$15.3M -$649K -29,691 -4%
BSB
54
Bangor Savings Bank
Maine
$15.2M -$434K -19,863 -3%
Jones Financial Companies
55
Jones Financial Companies
Missouri
$14.7M +$8.02M +366,777 +120%
DP
56
Denver PWM
Colorado
$14.6M -$256K -11,691 -2%
MFGP
57
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.3M +$532K +24,333 +4%
EWA
58
Exencial Wealth Advisors
Oklahoma
$14.3M +$483K +22,104 +4%
NOI
59
Newton One Investments
Delaware
$14M +$91.3K +4,173 +0.7%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$13.6M +$1.05M +47,910 +8%
PIMG
61
Patriot Investment Management Group
Tennessee
$13.2M -$319K -13,437 -2%
AMG
62
Asset Management Group
Connecticut
$13.1M +$53K +2,424 +0.4%
IA
63
IFP Advisors
Florida
$13.1M +$703K +37,899 +6%
AAIM
64
Asset Advisors Investment Management
Georgia
$13M -$293K -13,377 -2%
MIA
65
Milestone Investment Advisors
Wisconsin
$12.8M +$12.8M +587,424 New
JPMPWA
66
J.P. Morgan Private Wealth Advisors
California
$12.7M +$2.23M +101,760 +21%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$12.7M +$798K +36,504 +7%
FFN
68
Focus Financial Network
Minnesota
$12.6M -$148K -6,747 -1%
SFG
69
Sage Financial Group
Pennsylvania
$12.3M +$38.9K +1,779 +0.3%
CFMC
70
Curbstone Financial Management Corp
New Hampshire
$11.9M +$140K +6,420 +1%
LIM
71
Leavell Investment Management
Alabama
$11.8M -$34.7K -1,587 -0.3%
Bank of America
72
Bank of America
North Carolina
$11.7M +$425K +19,443 +4%
BFG
73
Berger Financial Group
Minnesota
$11.6M +$116K +5,310 +1%
FWP
74
FAS Wealth Partners
Kansas
$11.6M +$52.7K +2,409 +0.5%
HG
75
Harbor Group
New Hampshire
$11.6M -$61.5K -2,814 -0.5%
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