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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 %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$4.59M +$67.4K +3,084 +1%
SAM
177
Smithbridge Asset Management
Pennsylvania
$4.58M +$39.3K +1,797 +0.9%
RDWM
178
Red Door Wealth Management
Tennessee
$4.57M +$265K +12,114 +6%
CAPTRUST Financial Advisors
179
CAPTRUST Financial Advisors
North Carolina
$4.55M -$311K -14,241 -6%
HWA
180
Hilltop Wealth Advisors
North Carolina
$4.54M +$119K +5,421 +3%
AWG
181
Altus Wealth Group
Colorado
$4.5M +$2.36M +107,751 +110%
MAM
182
McCarthy Asset Management
California
$4.42M -$46.1K -2,106 -1%
GCP
183
Gill Capital Partners
Colorado
$4.3M +$939K +42,918 +28%
MSFS
184
Main Street Financial Solutions
Pennsylvania
$4.25M +$65.3K +2,985 +2%
CA
185
Clearstead Advisors
Ohio
$4.23M +$105K +4,803 +3%
BWL
186
Bogart Wealth LLC
Virginia
$4.22M +$791K +36,153 +23%
FIC
187
Family Investment Center
Missouri
$4.14M +$4.14M +189,519 New
FTS
188
Fifth Third Securities
Ohio
$4.14M +$259K +11,826 +7%
SPA
189
Sentinel Pension Advisors
Massachusetts
$4.12M +$82.1K +3,753 +2%
WFAG
190
Wescott Financial Advisory Group
Pennsylvania
$4.1M +$99.3K +4,542 +2%
CCM
191
Coldstream Capital Management
Washington
$4.1M +$4.1M +187,449 New
WMG
192
WESCAP Management Group
California
$4.09M -$516K -23,586 -11%
SS
193
Sunbelt Securities
Texas
$4.08M -$8.46K -387 -0.2%
MAM
194
Marquette Asset Management
Minnesota
$4.02M +$290K +13,275 +8%
PWA
195
Peterson Wealth Advisors
Utah
$3.97M +$622K +28,419 +19%
MTIC
196
Missouri Trust & Investment Company
Missouri
$3.95M +$491K +22,443 +14%
CCWA
197
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$3.93M +$3.93M +179,499 New
SBL
198
Sargent Bickham Lagudis
Colorado
$3.86M +$46.9K +2,145 +1%
EFG
199
Everhart Financial Group
Ohio
$3.82M +$57.9K +2,646 +2%
AWA
200
Acorn Wealth Advisors
Michigan
$3.82M +$52.1K +2,382 +1%
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