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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 %
TCM
726
Twele Capital Management
Minnesota
– -$482K -23,028 Closed
WWM
727
Western Wealth Management
Colorado
– -$424K -20,307 Closed
FNBOMD
728
First National Bank of Mount Dora
Florida
– -$407K -19,458 Closed
CW
729
CreativeOne Wealth
Kansas
– -$383K -18,297 Closed
IC
730
IEQ Capital
California
– -$367K -17,550 Closed
HIC
731
Hartline Investment Corp
Illinois
– -$335K -14,760 Closed
BIA
732
Barry Investment Advisors
Massachusetts
– -$299K -14,322 Closed
WAM
733
WNY Asset Management
New York
– -$285K -13,656 Closed
DWM
734
Doyle Wealth Management
Florida
– -$283K -13,515 Closed
5L
735
55I LLC
Massachusetts
– -$272K -13,008 Closed
HI
736
Human Investing
Oregon
– -$258K -12,354 Closed
MA
737
MONECO Advisors
Connecticut
– -$257K -12,297 Closed
BC
738
Barnett & Company
Tennessee
– -$255K -12,174 Closed
PG
739
Prostatis Group
Maryland
– -$245K -11,715 Closed
FMWA
740
Forvis Mazars Wealth Advisors
Missouri
– -$235K -11,256 Closed
SAM
741
Stansberry Asset Management
Texas
– -$232K -11,073 Closed
BWP
742
BSW Wealth Partners
Colorado
– -$202K -9,678 Closed
ODIJL
743
One Day In July LLC
Vermont
– -$202K -9,675 Closed
RIM
744
Rockbridge Investment Management
New York
– -$108K -5,172 Closed
GLLW
745
Graves Light Lenhart Wealth
Virginia
– -$88K -4,224 Closed
TCM
746
Tradewinds Capital Management
Washington
– -$50K -2,400 Closed
BW
747
Bison Wealth
Georgia
– -$27K -1,299 Closed
COCM
748
Charter Oak Capital Management
New Hampshire
– -$24K -1,155 Closed
SIAP
749
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$15K -723 Closed
CA
750
CoreCap Advisors
Michigan
– -$14K -657 Closed
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