SCHM icon

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.

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
1
Gradient Investments
Minnesota
$62.1M
2
Creative Planning
2
Creative Planning
Kansas
$616M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$901M
4
AG
4
Appleton Group
Wisconsin
$8.98M
5
CWM
5
Curi Wealth Management
North Carolina
$19.9M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$168M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$9K
4
Ameriprise
4
Ameriprise
Minnesota
$68.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
76
Omega Financial Group
California
$10.3M -$378K -18,726 -4%
RWP
77
Revolve Wealth Partners
New Jersey
$10.3M -$52.5K -2,604 -0.5%
HNW
78
High Note Wealth
Minnesota
$10.2M -$42.8K -1,980 -0.4%
TSWM
79
Triangle Securities Wealth Management
North Carolina
$10.2M +$85.8K +4,251 +0.8%
VNA
80
Valley National Advisers
Pennsylvania
$10.2M -$689K -32,505 -6%
OWA
81
Opal Wealth Advisors
New York
$10.2M +$322K +15,936 +3%
NYLIM
82
New York Life Investment Management
New York
$10.2M +$1.58M +78,102 +18%
FNC
83
First National Corp
Massachusetts
$9.98M +$15.4K +762 +0.2%
JPMPWA
84
J.P. Morgan Private Wealth Advisors
California
$9.69M +$452K +22,413 +5%
Goldman Sachs
85
Goldman Sachs
New York
$9.64M -$67.1K -3,324 -0.7%
KBFS
86
Kohmann Bosshard Financial Services
Ohio
$9.59M +$1.14M +56,265 +13%
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$9.55M +$381K +18,888 +4%
MMA
88
Miracle Mile Advisors
California
$9.35M +$388K +19,227 +4%
IAS
89
IMA Advisory Services
Colorado
$9.16M -$42.8K -2,121 -0.5%
Truist Financial
90
Truist Financial
North Carolina
$9.02M +$79.1K +3,921 +0.9%
AG
91
Appleton Group
Wisconsin
$8.98M +$7.95M +393,798 +770%
AWMG
92
Alliance Wealth Management Group
New Jersey
$8.87M +$575K +28,473 +7%
TCM
93
Towercrest Capital Management
Pennsylvania
$8.87M +$575K +28,473 +7%
RDIA
94
RE Dickinson Investment Advisors
Iowa
$8.83M -$208K -10,308 -2%
JIC
95
Johnson Investment Counsel
Ohio
$8.78M +$394K +19,521 +5%
PWA
96
Pillar Wealth Advisors
Pennsylvania
$8.75M +$60K +2,976 +0.7%
ACA
97
Affinity Capital Advisors
California
$8.71M +$155K +7,659 +2%
MML Investors Services
98
MML Investors Services
Massachusetts
$8.69M +$547K +27,123 +7%
PAI
99
Pittenger & Anderson Inc
Nebraska
$7.93M +$40.4K +2,001 +0.5%
APW
100
Aurora Private Wealth
New Jersey
$7.83M +$297K +14,700 +4%
2 3
4
5 6