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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.

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
1
Gradient Investments
Minnesota
$62.1M
2
Creative Planning
2
Creative Planning
Kansas
$616M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$901M
4
AG
4
Appleton Group
Wisconsin
$8.98M
5
CWM
5
Curi Wealth Management
North Carolina
$19.9M

Top Sellers

1
Cerity Partners
1
Cerity Partners
New York
$0
2
HighTower Advisors
2
HighTower Advisors
Illinois
$168M
3
National Bank of Canada
3
National Bank of Canada
Quebec, Canada
$9K
4
Ameriprise
4
Ameriprise
Minnesota
$68.1M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$901M 14,893,154 +642,622 +5%
Creative Planning
2
Creative Planning
Kansas
$616M 10,176,759 +973,833 +11%
HighTower Advisors
3
HighTower Advisors
Illinois
$168M 2,782,933 -682,583 -20%
UBS Group
4
UBS Group
Switzerland
$106M 1,745,506 -2,444 -0.1%
PCIA
5
Prime Capital Investment Advisors
Kansas
$99.7M 1,646,585 -111,180 -6%
BBA
6
BLB&B Advisors
Pennsylvania
$89.9M 1,485,921 +67,844 +5%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$86.8M 1,433,383 +30,651 +2%
AA
8
Advisory Alpha
Michigan
$83M 1,370,570 +78,257 +6%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$71.8M 1,186,339 +66,623 +6%
MGIA
10
Moneta Group Investment Advisors
Missouri
$68.1M 1,125,772 -97,917 -8%
Ameriprise
11
Ameriprise
Minnesota
$68.1M 1,125,778 -171,088 -13%
GI
12
Gradient Investments
Minnesota
$62.1M 1,026,144 +1,026,144 New
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$60.9M 1,001,170 -103,035 -9%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$60.8M 1,004,895 +87,450 +10%
FFA
15
Fragasso Financial Advisors
Pennsylvania
$59.4M 981,898 +7,552 +0.8%
OIA
16
OneDigital Investment Advisors
Kansas
$58.7M 970,273 -71,924 -7%
JFG
17
JMG Financial Group
Illinois
$54M 892,841 -49,180 -5%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$53.9M 890,744 +61,687 +7%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$46.8M 772,337 +51,698 +7%
AWS
20
AJ Wealth Strategies
New York
$43.5M 719,129 +8,748 +1%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$38.3M 615,607 -22,977 -4%
LPL Financial
22
LPL Financial
California
$37.8M 625,284 +23,862 +4%
HSA
23
HBK Sorce Advisory
Pennsylvania
$35.3M 583,937 +12,752 +2%
Mariner
24
Mariner
Kansas
$33.8M 557,648 +3,943 +0.7%
RWM
25
RKL Wealth Management
Pennsylvania
$33.5M 552,841 +5,858 +1%
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