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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 %
SA
776
Shilanski & Associates
Alaska
– -$1.13M -55,746 Closed
MA
777
MUFG Americas
New York
– -$643K -31,857 Closed
PFO
778
Pathstone Family Office
New Jersey
– -$623K -30,900 Closed
SFO
779
Stokes Family Office
Louisiana
– -$489K -24,237 Closed
BC
780
Bowman & Company
Wisconsin
– -$369K -18,282 Closed
NS
781
Newman & Schimel
Illinois
– -$331K -16,389 Closed
AIM
782
AHL Investment Management
Florida
– -$304K -15,048 Closed
FCC
783
Flower City Capital
New York
– -$297K -14,736 Closed
EWM
784
Echo Wealth Management
Minnesota
– -$236K -10,929 Closed
TF
785
TIAA FSB
Florida
– -$215K -10,665 Closed
YIH
786
Y-Intercept (HK)
Hong Kong
– -$200K -9,927 Closed
BWFA
787
Baltimore-Washington Financial Advisors
Maryland
– -$1.63M -8,892 Closed
HI
788
Hudock Inc
Pennsylvania
– -$84K -4,164 Closed
CL
789
COWA LLC
Oklahoma
– -$80K -3,981 Closed
PCA
790
Providence Capital Advisors
North Carolina
– -$33K -1,638 Closed
MSFP
791
Mark Sheptoff Financial Planning
Connecticut
– -$28K -1,377 Closed
LDFR
792
Lehman & Derafelo Financial Resources
Pennsylvania
– -$15K -744 Closed
TCOV
793
Trust Company of Vermont
Vermont
– -$14K -684 Closed
PFA
794
Professional Financial Advisors
Nebraska
– -$14K -669 Closed
CG
795
Cutler Group
California
– -$5K -297 Closed
M1FG
796
Mach-1 Financial Group
Arkansas
– -$5K -255 Closed
CFD
797
Creative Financial Designs
Indiana
– -$3K -159 Closed
GA
798
GoalVest Advisory
New York
– -$2K -123 Closed
CAAS
799
Capital Asset Advisory Services
Michigan
– -$2K -120 Closed
SFC
800
SYM Financial Corp
Indiana
– -$2K -84 Closed
29 30 31
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