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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 %
PP
726
PrairieView Partners
Minnesota
$16K +$16K +747 New
FWA
727
Freedom Wealth Alliance
Wisconsin
$14.8K +$14.8K +678 New
VWM
728
Valley Wealth Managers
New Jersey
$14.4K – – –
MRCM
729
M&R Capital Management
New Jersey
$13.9K +$7.22K +330 +108%
HCM
730
Hollencrest Capital Management
California
$13.8K +$13.8K +633 New
GWS
731
Glassman Wealth Services
Virginia
$13.2K – – –
FCA
732
Fortis Capital Advisors
Kansas
$13.1K +$13.1K +600 New
SIS
733
Sound Income Strategies
Florida
$13.1K +$13.1K +597 New
EWA
734
EverSource Wealth Advisors
Alabama
$12.8K +$12.8K +585 New
CA
735
CoreCap Advisors
Michigan
$12.7K +$12.7K +579 New
BFPW
736
BOK Financial Private Wealth
Colorado
$11.9K – – –
HF
737
Halpern Financial
Virginia
$11.8K -$1.31K -60 -10%
MSCM
738
McElhenny Sheffield Capital Management
Texas
$11.7K +$11.7K +534 New
FFA
739
Fairfield Financial Advisors
Massachusetts
$10.7K +$66 +3 +0.6%
FA
740
Fiduciary Alliance
South Carolina
$10.4K +$10.4K +474 New
AssetMark Inc
741
AssetMark Inc
California
$10.2K +$10.2K +465 New
ME
742
McIlrath & Eck
Washington
$10K -$8.2K -375 -45%
CT
743
Cambridge Trust
Massachusetts
$10K +$10K +450 New
National Bank of Canada
744
National Bank of Canada
Quebec, Canada
$9.83K – – –
Citigroup
745
Citigroup
New York
$8.2K -$5.12K -234 -38%
HS
746
Horan Securities
United States
$8.2K – – –
HCM
747
Horrell Capital Management
Arkansas
$8K – – –
LCM
748
Logan Capital Management
Pennsylvania
$5.95K -$4.05K -186 -41%
TCM
749
TD Capital Management
Tennessee
$5.6K – – –
MAWA
750
Moss Adams Wealth Advisors
Washington
$4.92K +$4.92K +225 New
28 29
30
31 32