SCHM icon

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 %
UCFA
201
United Capital Financial Advisors
Texas
$3.8M -$1.15M -52,656 -23%
BP
202
Broadleaf Partners
Ohio
$3.76M +$12.7K +582 +0.3%
GVAG
203
Great Valley Advisor Group
Delaware
$3.62M +$171K +7,800 +5%
VA
204
Valmark Advisers
Ohio
$3.6M +$78.1K +3,573 +2%
YIA
205
YHB Investment Advisors
Connecticut
$3.56M +$51K +2,331 +1%
BSAM
206
Blue Square Asset Management
New York
$3.56M +$3.56M +162,555 New
CWA
207
Carolina Wealth Advisors
South Carolina
$3.54M -$18.1K -828 -0.5%
Stifel Financial
208
Stifel Financial
Missouri
$3.51M -$1.83M -83,463 -34%
NRI
209
NFP Retirement Inc
California
$3.46M -$1.34M -61,116 -28%
RWM
210
Reston Wealth Management
Virginia
$3.42M +$1.71M +78,276 +100%
AMM
211
American Money Management
California
$3.41M +$146K +6,657 +4%
PWA
212
Providence Wealth Advisors
Illinois
$3.39M +$20.7K +945 +0.6%
MA
213
Mutual Advisors
Nebraska
$3.38M +$131K +5,979 +4%
MCM
214
Mengis Capital Management
Oregon
$3.34M -$55.6K -2,541 -2%
AOWM
215
Alpha Omega Wealth Management
Virginia
$3.33M -$107K -4,905 -3%
PMFA
216
Plante Moran Financial Advisors
Michigan
$3.27M -$883K -40,359 -21%
VBWMG
217
Von Berge Wealth Management Group
California
$3.25M +$174K +7,323 +6%
TFS
218
TrustCore Financial Services
Tennessee
$3.25M -$70.4K -3,219 -2%
Royal Bank of Canada
219
Royal Bank of Canada
Ontario, Canada
$3.23M +$35.5K +1,623 +1%
JJBC
220
James J. Burns & Company
New York
$3.23M -$82.8K -3,786 -3%
SF
221
Safeguard Financial
Wisconsin
$3.2M +$334K +15,285 +12%
BBPWM
222
Blue Bell Private Wealth Management
Pennsylvania
$3.19M -$22K -1,005 -0.7%
LBC
223
Lowe Brockenbrough & Co
Virginia
$3.18M -$46.8K -2,142 -1%
KAS
224
Kestra Advisory Services
Texas
$3.14M +$182K +8,322 +6%
WSTAM
225
Wilbanks Smith & Thomas Asset Management
Virginia
$3.12M -$39.2K -1,791 -1%
7 8
9
10 11