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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 %
AFP
151
Ausdal Financial Partners
Iowa
$5.05M -$245K -12,129 -5%
TYCC
152
Texas Yale Capital Corp
Florida
$5.02M +$32.6K +1,614 +0.7%
KCPG
153
Kavar Capital Partners Group
Kansas
$4.93M +$57.2K +2,835 +1%
Stifel Financial
154
Stifel Financial
Missouri
$4.92M -$238K -11,790 -5%
CCM
155
Colorado Capital Management
Colorado
$4.8M +$116K +5,730 +2%
NCM
156
Northwest Capital Management
Oregon
$4.7M -$113K -5,619 -2%
SFMG
157
Sage Financial Management Group
Virginia
$4.57M -$529K -26,217 -10%
UCFA
158
United Capital Financial Advisors
Texas
$4.57M -$2.19M -108,450 -32%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$4.49M -$354K -17,565 -7%
SWM
160
Sculati Wealth Management
Michigan
$4.48M +$17.2K +852 +0.4%
MA
161
MBA Advisors
Pennsylvania
$4.47M +$115K +5,694 +3%
WTC
162
WhitTier Trust Company
Nevada
$4.46M +$40.4K +2,004 +0.9%
PFA
163
Pure Financial Advisors
California
$4.44M -$89.4K -4,431 -2%
MWM
164
Meridian Wealth Management
Kentucky
$4.43M -$2.08M -102,894 -32%
NRI
165
NFP Retirement Inc
California
$4.42M -$45.9K -2,274 -1%
CPIG
166
Chicago Partners Investment Group
Illinois
$4.28M +$712K +32,646 +20%
WMG
167
WESCAP Management Group
California
$4.25M -$163K -8,100 -4%
SAM
168
Smithbridge Asset Management
Pennsylvania
$4.19M +$358K +17,745 +9%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$4.17M +$3.78M +187,356 +965%
MAM
170
McCarthy Asset Management
California
$4.12M +$919K +45,546 +29%
LA
171
LexAurum Advisors
Kansas
$4.1M +$209K +10,344 +5%
HWA
172
Hilltop Wealth Advisors
North Carolina
$4.08M -$417K -20,643 -9%
RDWM
173
Red Door Wealth Management
Tennessee
$3.98M -$24.2K -1,197 -0.6%
MSFS
174
Main Street Financial Solutions
Pennsylvania
$3.86M +$445K +22,044 +13%
PMFA
175
Plante Moran Financial Advisors
Michigan
$3.83M +$597K +29,571 +18%
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