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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 %
MCM
201
Mengis Capital Management
Oregon
$3.14M +$73.9K +3,663 +2%
GCP
202
Gill Capital Partners
Colorado
$3.1M +$16.2K +804 +0.5%
PWA
203
Peterson Wealth Advisors
Utah
$3.09M +$1.25M +62,121 +68%
TFS
204
TrustCore Financial Services
Tennessee
$3.06M -$100K -4,959 -3%
JJBC
205
James J. Burns & Company
New York
$3.06M +$3.06M +151,407 New
B
206
Brightworth
Georgia
$3.03M -$215K -10,647 -7%
SAF
207
Smith Anglin Financial
Texas
$3.02M +$660K +32,685 +28%
AMM
208
American Money Management
California
$3.01M +$86.9K +4,308 +3%
AllianceBernstein
209
AllianceBernstein
Tennessee
$3.01M +$97.4K +4,830 +3%
MA
210
Mutual Advisors
Nebraska
$2.99M -$167K -8,262 -5%
LBC
211
Lowe Brockenbrough & Co
Virginia
$2.97M -$73.3K -3,630 -2%
BBPWM
212
Blue Bell Private Wealth Management
Pennsylvania
$2.96M +$3.51K +174 +0.1%
Royal Bank of Canada
213
Royal Bank of Canada
Ontario, Canada
$2.95M -$25.1K -1,245 -0.8%
SW
214
Simplicity Wealth
New Jersey
$2.92M -$97.9K -4,851 -3%
WSTAM
215
Wilbanks Smith & Thomas Asset Management
Virginia
$2.92M -$20.4K -1,011 -0.7%
AI
216
Atria Investments
North Carolina
$2.86M -$3.24M -160,467 -53%
PSIWM
217
Paradigm Strategies in Wealth Management
Minnesota
$2.81M -$46.4K -2,301 -2%
RC
218
Roundview Capital
New Jersey
$2.76M -$8.05K -399 -0.3%
KAS
219
Kestra Advisory Services
Texas
$2.73M +$78.2K +3,876 +3%
NA
220
NewEdge Advisors
Louisiana
$2.73M +$58.7K +2,910 +2%
MAS
221
Madden Advisory Services
Florida
$2.73M -$16.6K -822 -0.6%
VBWMG
222
Von Berge Wealth Management Group
California
$2.67M +$167K +8,124 +7%
MG
223
Mather Group
Illinois
$2.67M +$95.8K +4,749 +4%
SF
224
Safeguard Financial
Wisconsin
$2.65M -$8.53K -423 -0.3%
UIA
225
Ulland Investment Advisors
Minnesota
$2.6M -$103K -5,100 -4%
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