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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 %
RWP
76
Revolve Wealth Partners
New Jersey
$11.5M +$348K +15,915 +3%
LFS
77
Lutz Financial Services
Nebraska
$11.4M -$353K -16,140 -3%
AAS
78
Ameritas Advisory Services
Nebraska
$11.2M +$5.53M +252,864 +98%
FNC
79
First National Corp
Massachusetts
$11.2M +$342K +15,648 +3%
OWA
80
Opal Wealth Advisors
New York
$11.1M +$23.4K +1,071 +0.2%
VNA
81
Valley National Advisers
Pennsylvania
$11M -$117K -5,076 -1%
TSWM
82
Triangle Securities Wealth Management
North Carolina
$11M -$107K -4,878 -1%
SFA
83
Seneca Financial Advisors
New York
$10.9M -$3.9M -178,194 -26%
Koshinski Asset Management
84
Koshinski Asset Management
Illinois
$10.7M +$313K +14,316 +3%
LFG
85
Larson Financial Group
Missouri
$10.6M +$10.4M +475,377 +4,309%
Goldman Sachs
86
Goldman Sachs
New York
$10.4M – – –
HNW
87
High Note Wealth
Minnesota
$10.3M -$95.8K -4,380 -0.9%
OFG
88
Omega Financial Group
California
$10.2M -$963K -44,043 -9%
MMA
89
Miracle Mile Advisors
California
$10.1M -$12.8K -585 -0.1%
KBFS
90
Kohmann Bosshard Financial Services
Ohio
$10M -$361K -16,515 -3%
Truist Financial
91
Truist Financial
North Carolina
$9.99M +$214K +9,768 +2%
IAS
92
IMA Advisory Services
Colorado
$9.92M -$7.02K -321 -0.1%
JIC
93
Johnson Investment Counsel
Ohio
$9.78M +$266K +12,159 +3%
BFG
94
Bleakley Financial Group
New Jersey
$9.7M +$9.7M +443,523 New
AWMG
95
Alliance Wealth Management Group
New Jersey
$9.61M -$66 -3 -0%
TCM
96
Towercrest Capital Management
Pennsylvania
$9.61M -$66 -3 -0%
PWA
97
Pillar Wealth Advisors
Pennsylvania
$9.44M -$42.6K -1,947 -0.4%
ACA
98
Affinity Capital Advisors
California
$9.26M -$187K -8,571 -2%
MML Investors Services
99
MML Investors Services
Massachusetts
$9.17M -$251K -11,472 -3%
SC
100
Savant Capital
Illinois
$9.12M -$7.09M -324,180 -44%
2 3
4
5 6