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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 %
DFA
151
DHJJ Financial Advisors
Illinois
$5.72M -$757K -34,641 -12%
EL
152
Essex LLC
Illinois
$5.65M +$24.9K +1,137 +0.4%
SFMG
153
Sage Financial Management Group
Virginia
$5.58M +$620K +28,374 +13%
CF
154
Cantor Fitzgerald
New York
$5.55M -$708K -32,382 -11%
KF
155
Krilogy Financial
Missouri
$5.45M -$324K -14,817 -6%
LIM
156
Lathrop Investment Management
Arkansas
$5.42M -$64.3K -2,940 -1%
AFP
157
Ausdal Financial Partners
Iowa
$5.4M -$77.2K -3,531 -1%
TYCC
158
Texas Yale Capital Corp
Florida
$5.38M -$61.9K -2,832 -1%
KCPG
159
Kavar Capital Partners Group
Kansas
$5.35M +$3.94K +180 +0.1%
MA
160
MBA Advisors
Pennsylvania
$5.24M +$401K +18,321 +8%
AF
161
Allworth Financial
California
$5.11M -$1.05M -48,168 -17%
CA
162
Capital Advantage
California
$5.1M -$1.65M -75,321 -24%
FCM
163
Fortis Capital Management
Washington
$5.02M +$1.14M +52,098 +29%
PSP
164
Pacific Sage Partners
Washington
$4.99M +$4.99M +228,294 New
SA
165
Scarborough Advisors
Maryland
$4.95M -$1.32M -60,243 -21%
SWM
166
Sculati Wealth Management
Michigan
$4.9M +$36.6K +1,674 +0.8%
PFA
167
Pure Financial Advisors
California
$4.86M +$52K +2,379 +1%
MWM
168
Meridian Wealth Management
Kentucky
$4.84M +$38.4K +1,755 +0.8%
NCM
169
Northwest Capital Management
Oregon
$4.76M -$337K -15,408 -7%
PVAMC
170
PPS&V Asset Management Consultants
Michigan
$4.74M +$4.74M +216,864 New
SDWMA
171
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.73M +$589K +26,931 +14%
FPCG
172
Fort Pitt Capital Group
Pennsylvania
$4.69M +$4.69M +214,380 New
LA
173
LexAurum Advisors
Kansas
$4.65M +$205K +9,369 +5%
CCM
174
Colorado Capital Management
Colorado
$4.63M -$550K -25,278 -11%
FSWA
175
Financial Synergies Wealth Advisors
Texas
$4.59M +$2.61M +119,265 +132%
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