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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 %
CAS
751
Coppell Advisory Solutions
Texas
$4.72K +$4.72K +216 New
CASC
752
Coppell Advisory Solutions Corp
Texas
$4.72K +$4.72K +216 New
PIP
753
Peachtree Investment Partners
Florida
$4.62K – – –
GI
754
GS Investments
Minnesota
$4.57K – – –
BAM
755
Bellevue Asset Management
Washington
$4.43K – – –
CSWM
756
Cassady Schiller Wealth Management
Ohio
$3.81K +$3.81K +174 New
EL
757
EMFO LLC
Florida
$3.78K +$65 +3 +2%
DCM
758
Davidson Capital Management
Texas
$2.82K +$2.82K +129 New
JWM
759
Janiczek Wealth Management
Colorado
$2.7K – – –
BCMLT
760
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.62K – – –
EK
761
Evensky & Katz
Florida
$2K +$71 +3 +4%
HFS
762
Hantz Financial Services
Michigan
$2K +$59 +3 +3%
SFA
763
Semmax Financial Advisors
North Carolina
$2K +$2K +102 New
CWP
764
Concord Wealth Partners
Virginia
$1.88K +$1.88K +87 New
DI
765
Disciplined Investments
Oklahoma
$1.71K – – –
BCMIO
766
Beacon Capital Management Inc (Ohio)
Ohio
$1.38K +$1.38K +63 New
AIC
767
Archer Investment Corporation
Indiana
$1.31K +$1.31K +60 New
LFA
768
LGT Financial Advisors
Texas
$1.15K +$1.15K +54 New
HDIM
769
Hanson & Doremus Investment Management
Vermont
$1K -$3.44K -186 -78%
JFA
770
JNBA Financial Advisors
Minnesota
$919 – – –
FMB
771
Field & Main Bank
Kentucky
$852 +$852 +39 New
WAM
772
Worth Asset Management
Texas
$328 -$199K -9,108 -100%
PWM
773
Provident Wealth Management
Tennessee
$66 – – –
CMP
774
Coston McIsaac & Partners
Maine
$66 – – –
SW
775
Simplicity Wealth
New Jersey
– -$2.92M -144,774 Closed
29 30
31
32 33