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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 %
SDWMA
176
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.82M +$121K +5,991 +3%
CA
177
Clearstead Advisors
Ohio
$3.81M +$352K +17,451 +10%
PAG
178
Private Advisor Group
New Jersey
$3.78M -$6.42M -318,030 -63%
SS
179
Sunbelt Securities
Texas
$3.77M +$104K +5,166 +3%
SPA
180
Sentinel Pension Advisors
Massachusetts
$3.72M +$157K +7,761 +4%
WFAG
181
Wescott Financial Advisory Group
Pennsylvania
$3.69M +$12.4K +615 +0.3%
CCFM
182
Clear Creek Financial Management
Washington
$3.68M +$399K +19,761 +12%
SOS
183
Silver Oak Securities
Tennessee
$3.62M +$1.55M +68,487 +75%
FCM
184
Fortis Capital Management
Washington
$3.58M +$723K +35,853 +25%
FTS
185
Fifth Third Securities
Ohio
$3.58M +$44K +2,181 +1%
SBL
186
Sargent Bickham Lagudis
Colorado
$3.52M -$27.8K -1,380 -0.8%
NFG
187
Northeast Financial Group
Pennsylvania
$3.51M +$3.51M +173,769 New
AWA
188
Acorn Wealth Advisors
Michigan
$3.48M +$27.6K +1,368 +0.8%
EFG
189
Everhart Financial Group
Ohio
$3.47M -$116K -5,760 -3%
BP
190
Broadleaf Partners
Ohio
$3.46M -$15.7K -780 -0.5%
MAM
191
Marquette Asset Management
Minnesota
$3.44M -$22.3K -1,104 -0.6%
PWA
192
Providence Wealth Advisors
Illinois
$3.36M -$102K -4,692 -3%
CWA
193
Carolina Wealth Advisors
South Carolina
$3.28M +$37.7K +1,869 +1%
VA
194
Valmark Advisers
Ohio
$3.25M +$56.6K +2,805 +2%
YIA
195
YHB Investment Advisors
Connecticut
$3.24M -$466K -23,085 -13%
MTIC
196
Missouri Trust & Investment Company
Missouri
$3.19M +$210K +10,422 +7%
SWM
197
Southern Wealth Management
Texas
$3.18M +$59.4K +2,703 +2%
GVAG
198
Great Valley Advisor Group
Delaware
$3.18M +$19.2K +951 +0.6%
AOWM
199
Alpha Omega Wealth Management
Virginia
$3.17M -$6.84K -339 -0.2%
BWL
200
Bogart Wealth LLC
Virginia
$3.17M +$411K +20,376 +15%
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