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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.

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

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$0
2
HighTower Advisors
HighTower Advisors
Illinois
$168M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
$9K
4
Ameriprise
Ameriprise
Minnesota
$68.1M
5
Morgan Stanley
Morgan Stanley
New York
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
126
Jones Financial Companies
Missouri
$6.14M -$368K -18,234 -6%
CMP
127
Courage Miller Partners
Virginia
$6.12M -$41.5K -2,058 -0.7%
DFA
128
DHJJ Financial Advisors
Illinois
$5.98M +$27.8K +1,380 +0.5%
MCM
129
MAI Capital Management
Ohio
$5.83M -$33.7K -1,668 -0.6%
BSW
130
Buckingham Strategic Wealth
Missouri
$5.78M +$747K +37,044 +15%
SA
131
Scarborough Advisors
Maryland
$5.78M -$158K -7,827 -3%
CF
132
Cantor Fitzgerald
New York
$5.77M +$1.71M +84,759 +42%
FANJ
133
Financial Architects (New Jersey)
New Jersey
$5.77M +$5.77M +285,969 New
ECM
134
Exchange Capital Management
Michigan
$5.76M -$151K -7,461 -3%
AF
135
Allworth Financial
California
$5.69M +$1.35M +67,155 +31%
GCA
136
Gradient Capital Advisors
California
$5.64M +$577K +28,617 +11%
AWM
137
Avior Wealth Management
Nebraska
$5.59M +$98.5K +4,884 +2%
PA
138
Procyon Advisors
Connecticut
$5.56M +$41.2K +2,043 +0.7%
CWM
139
Congress Wealth Management
Massachusetts
$5.53M +$13.6K +672 +0.2%
B
140
Bensler
Washington
$5.4M -$44.6K -2,211 -0.8%
BFEC
141
Benjamin F. Edwards & Company
Missouri
$5.37M +$253K +12,549 +5%
BDF
142
Black Diamond Financial
Maryland
$5.36M +$429K +21,282 +9%
KF
143
Krilogy Financial
Missouri
$5.33M -$172K -8,526 -3%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$5.31M +$61.4K +3,042 +1%
TLP
145
Trinity Legacy Partners
Texas
$5.26M -$1.08M -53,418 -17%
JWBC
146
John W. Brooker & Co
California
$5.2M +$24.1K +1,194 +0.5%
AAS
147
Ameritas Advisory Services
Nebraska
$5.2M +$2.02M +100,305 +64%
VFIC
148
Valley Forge Investment Consultants
Pennsylvania
$5.2M -$8.84K -438 -0.2%
EL
149
Essex LLC
Illinois
$5.19M +$143K +7,104 +3%
LIM
150
Lathrop Investment Management
Arkansas
$5.06M -$28.9K -1,434 -0.6%
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