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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 %
NFG
101
Northeast Financial Group
Pennsylvania
$8.93M +$5.13M +234,774 +135%
PAI
102
Pittenger & Anderson Inc
Nebraska
$8.88M +$281K +12,864 +3%
NYLIM
103
New York Life Investment Management
New York
$8.77M -$2.26M -103,455 -20%
CPIG
104
Chicago Partners Investment Group
Illinois
$8.77M +$4M +164,739 +84%
RDIA
105
RE Dickinson Investment Advisors
Iowa
$8.66M -$915K -41,826 -10%
BAM
106
Berkshire Asset Management
Pennsylvania
$8.45M +$469K +21,450 +6%
Corient Private Wealth
107
Corient Private Wealth
Florida
$8.4M +$8.4M +384,156 New
SIG
108
Spinnaker Investment Group
California
$8.33M +$259K +11,820 +3%
SJIM
109
St. Johns Investment Management
Florida
$8.31M +$119K +5,442 +1%
CCA
110
Clearwater Capital Advisors
Illinois
$8.08M +$128K +5,841 +2%
GG
111
Gleason Group
Kentucky
$8.07M +$8.07M +368,982 New
PFM
112
Peak Financial Management
Massachusetts
$8.03M -$22K -1,005 -0.3%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$8.01M +$2.24M +102,642 +39%
NSAM
114
North Star Asset Management
Wisconsin
$7.9M +$85.8K +3,924 +1%
TPW
115
Tiller Private Wealth
Pennsylvania
$7.72M +$118K +5,382 +2%
ATWA
116
Arbor Trust Wealth Advisors
Michigan
$7.69M +$22.6K +1,035 +0.3%
HWM
117
HB Wealth Management
Georgia
$7.66M -$716K -32,745 -9%
LCC
118
Lincoln Capital Corp
Rhode Island
$7.56M +$113K +5,187 +2%
HFS
119
Horizon Financial Services
North Carolina
$7.33M -$150K -6,852 -2%
Bank of New York Mellon
120
Bank of New York Mellon
New York
$7.3M +$6.23M +284,928 +585%
LF
121
Lee Financial
Texas
$7.14M +$44.7K +2,043 +0.6%
AIM
122
Anchor Investment Management
South Carolina
$7.08M +$158K +7,230 +2%
EE
123
EWG Elevate
California
$7.08M +$301K +13,749 +4%
SWA
124
Sightline Wealth Advisors
Connecticut
$7.01M +$256K +11,718 +4%
WTC
125
WhitTier Trust Company
Nevada
$7M +$2.16M +98,598 +45%
3 4
5
6 7