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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 %
RWA
126
Rainsberger Wealth Advisors
Colorado
$6.87M -$53.9K -2,466 -0.8%
CAM
127
Cresset Asset Management
Illinois
$6.8M -$504K -23,031 -7%
CMP
128
Courage Miller Partners
Virginia
$6.74M +$110K +5,016 +2%
MWP
129
Meridian Wealth Partners
Pennsylvania
$6.73M -$46.3K -2,115 -0.7%
RRC
130
Relaxing Retirement Coach
Massachusetts
$6.69M -$57.5K -2,628 -0.9%
PA
131
Procyon Advisors
Connecticut
$6.56M +$543K +24,807 +9%
NCMW
132
Northern Capital Management (Washington)
Washington
$6.54M -$204K -9,318 -3%
VFIC
133
Valley Forge Investment Consultants
Pennsylvania
$6.53M +$898K +41,076 +16%
FANJ
134
Financial Architects (New Jersey)
New Jersey
$6.52M +$262K +11,967 +4%
BAMG
135
Brand Asset Management Group
Missouri
$6.51M -$329K -15,054 -5%
MCC
136
Money Concepts Capital
Florida
$6.47M -$210K -9,600 -3%
SFWC
137
Strategic Family Wealth Counselors
New Jersey
$6.33M -$460K -21,033 -7%
MCM
138
MAI Capital Management
Ohio
$6.32M +$1.18K +54 +0%
BFEC
139
Benjamin F. Edwards & Company
Missouri
$6.3M +$476K +21,768 +8%
BSW
140
Buckingham Strategic Wealth
Missouri
$6.28M +$16.8K +768 +0.3%
AWM
141
Avior Wealth Management
Nebraska
$6.21M +$147K +6,723 +2%
GCA
142
Gradient Capital Advisors
California
$6.14M +$26.6K +1,215 +0.4%
ECM
143
Exchange Capital Management
Michigan
$6.07M -$168K -7,704 -3%
BBWP
144
Beacon Bridge Wealth Partners
Pennsylvania
$5.91M +$5.91M +270,198 New
CWM
145
Congress Wealth Management
Massachusetts
$5.85M -$140K -6,408 -2%
BDF
146
Black Diamond Financial
Maryland
$5.8M -$9.84K -450 -0.2%
B
147
Bensler
Washington
$5.79M -$61.5K -2,814 -1%
JWBC
148
John W. Brooker & Co
California
$5.78M +$148K +6,780 +3%
TLP
149
Trinity Legacy Partners
Texas
$5.78M +$75.7K +3,462 +1%
NDSI
150
Newman Dignan & Sheerar Inc
Rhode Island
$5.73M +$97K +4,434 +2%
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6
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