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Schwab US Mid-Cap ETF
SCHM

776 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, 260 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

724% more call options, than puts

Call options by funds: $1.84M | Put options by funds: $223K

255% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 29

20% more repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 260

15% more capital invested

Capital invested by funds: $5.03B → $5.8B (+$772M)

9% more funds holding in top 10

Funds holding in top 10: 80 → 87 (+7)

8% more funds holding

Funds holding: 717 → 776 (+59)

5.95% more ownership

Funds ownership: 182.59% → 188.54% (+5.9%)

Holders
776
Holders Change
+59
Holders Change %
+8.23%
% of All Funds
12.47%
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
260
Closed
29
Calls
$1.84M
Puts
$223K
Net Calls
+$1.61M
Net Calls Change
+$1.48M

Top Buyers

Rank Fund Capital Flow
1
Financial Engines Advisors
Financial Engines Advisors
California
+$123M
2
Cerity Partners
Cerity Partners
New York
+$63.3M
3
HSA
HBK Sorce Advisory
Pennsylvania
+$47.6M
4
Creative Planning
Creative Planning
Kansas
+$38.6M
5
HighTower Advisors
HighTower Advisors
Illinois
+$11M

Top Sellers

Rank Fund Capital Flow
1
AT
American Trust
Kentucky
-$31.5M
2
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$18.7M
3
AG
Appleton Group
Wisconsin
-$8.66M
4
APW
Aurora Private Wealth
New Jersey
-$8.12M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$7.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
751
TD Capital Management
Tennessee
$5.6K – – –
MAWA
752
Moss Adams Wealth Advisors
Washington
$4.92K +$4.93K +225 New
CAS
753
Coppell Advisory Solutions
Texas
$4.72K +$4.73K +216 New
CASC
754
Coppell Advisory Solutions Corp
Texas
$4.72K +$4.73K +216 New
PIP
755
Peachtree Investment Partners
Florida
$4.62K – – –
GI
756
GS Investments
Minnesota
$4.57K – – –
BAM
757
Bellevue Asset Management
Washington
$4.43K – – –
CSWM
758
Cassady Schiller Wealth Management
Ohio
$3.81K +$3.81K +174 New
EL
759
EMFO LLC
Florida
$3.78K +$66 +3 +2%
DCM
760
Davidson Capital Management
Texas
$2.82K +$2.83K +129 New
JWM
761
Janiczek Wealth Management
Colorado
$2.7K – – –
BCMLT
762
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.62K – – –
EK
763
Evensky & Katz
Florida
$2K +$66 +3 +4%
HFS
764
Hantz Financial Services
Michigan
$2K +$66 +3 +3%
SFA
765
Semmax Financial Advisors
North Carolina
$2K +$2.23K +102 New
CWP
766
Concord Wealth Partners
Virginia
$1.88K +$1.91K +87 New
DI
767
Disciplined Investments
Oklahoma
$1.71K – – –
BCMIO
768
Beacon Capital Management Inc (Ohio)
Ohio
$1.38K +$1.38K +63 New
AIC
769
Archer Investment Corporation
Indiana
$1.31K +$1.31K +60 New
LFA
770
LGT Financial Advisors
Texas
$1.15K +$1.18K +54 New
HDIM
771
Hanson & Doremus Investment Management
Vermont
$1K -$4.08K -186 -78%
JFA
772
JNBA Financial Advisors
Minnesota
$919 – – –
FMB
773
Field & Main Bank
Kentucky
$852 +$855 +39 New
WAM
774
Worth Asset Management
Texas
$328 -$200K -9,108 -100%
CMP
775
Coston McIsaac & Partners
Maine
$66 – – –
29 30
31
32 33

SCHM Hedge Fund Activity: Q4 2022 in Review

776 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Schwab US Mid-Cap ETF (SCHM) for Q4 2022, worth a combined $5.8B — up 15% from $5.03B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SCHM positions and 29 closed out — a net gain of 74 holders — while 312 added to existing stakes and 260 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $123M. The largest seller was American Trust, cutting an estimated $31.5M.

  • 776 institutional investors held Schwab US Mid-Cap ETF (SCHM) as of Q4 2022, up from 717 in Q3 2022.
  • Funds reported $5.8B of Schwab US Mid-Cap ETF stock for Q4 2022, up 15% quarter-over-quarter.
  • 103 funds opened new Schwab US Mid-Cap ETF positions in Q4 2022 and 29 closed out, a net change of +74 holders.
  • The largest Schwab US Mid-Cap ETF buyer in Q4 2022 was Financial Engines Advisors, an estimated $123M added.
  • The largest Schwab US Mid-Cap ETF seller in Q4 2022 was American Trust, an estimated $31.5M sold.

Based on aggregated 13F filings for Q4 2022.