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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 %
HWM
101
HB Wealth Management
Georgia
$7.73M -$50.4K -2,496 -0.6%
SJIM
102
St. Johns Investment Management
Florida
$7.56M +$199K +9,870 +3%
SIG
103
Spinnaker Investment Group
California
$7.49M +$528K +25,989 +8%
PFM
104
Peak Financial Management
Massachusetts
$7.43M -$200K -9,930 -3%
BAM
105
Berkshire Asset Management
Pennsylvania
$7.37M +$340K +16,863 +5%
CCA
106
Clearwater Capital Advisors
Illinois
$7.34M +$347K +17,205 +5%
NSAM
107
North Star Asset Management
Wisconsin
$7.21M -$9.28M -460,086 -56%
ATWA
108
Arbor Trust Wealth Advisors
Michigan
$7.09M +$89.8K +4,440 +1%
TPW
109
Tiller Private Wealth
Pennsylvania
$7.02M +$127K +6,303 +2%
HFS
110
Horizon Financial Services
North Carolina
$6.9M -$569K -28,185 -8%
LCC
111
Lincoln Capital Corp
Rhode Island
$6.87M -$16.8K -834 -0.2%
CAM
112
Cresset Asset Management
Illinois
$6.74M +$1.34M +66,174 +25%
LF
113
Lee Financial
Texas
$6.54M -$269K -13,320 -4%
EVM
114
Eaton Vance Management
Massachusetts
$6.47M -$55.4K -2,745 -0.8%
SWA
115
Sightline Wealth Advisors
Connecticut
$6.4M -$12.2K -591 -0.2%
AIM
116
Anchor Investment Management
South Carolina
$6.39M +$806K +39,948 +14%
RWA
117
Rainsberger Wealth Advisors
Colorado
$6.39M +$29.7K +1,470 +0.5%
BAMG
118
Brand Asset Management Group
Missouri
$6.31M +$1.34M +66,429 +27%
SFWC
119
Strategic Family Wealth Counselors
New Jersey
$6.26M +$86.4K +4,281 +1%
EE
120
EWG Elevate
California
$6.26M -$3.93K -195 -0.1%
MWP
121
Meridian Wealth Partners
Pennsylvania
$6.25M -$117K -5,775 -2%
RRC
122
Relaxing Retirement Coach
Massachusetts
$6.23M -$78.4K -3,888 -1%
CA
123
Capital Advantage
California
$6.22M -$298K -14,793 -5%
NCMW
124
Northern Capital Management (Washington)
Washington
$6.22M -$21.7K -1,074 -0.3%
MCC
125
Money Concepts Capital
Florida
$6.16M +$65.7K +3,255 +1%
3 4
5
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