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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.1B 50,290,908 +5,611,446 +13%
Creative Planning
2
Creative Planning
Kansas
$706M 32,291,367 +1,761,090 +6%
HighTower Advisors
3
HighTower Advisors
Illinois
$194M 8,850,654 +501,855 +6%
PCIA
4
Prime Capital Investment Advisors
Kansas
$112M 5,133,984 +194,229 +4%
UBS Group
5
UBS Group
Switzerland
$109M 4,966,140 -270,378 -5%
BBA
6
BLB&B Advisors
Pennsylvania
$98.1M 4,484,949 +27,186 +0.6%
AA
7
Advisory Alpha
Michigan
$90.1M 4,121,406 +9,696 +0.2%
LWMT
8
Legacy Wealth Management (Tennessee)
Tennessee
$88.2M 4,032,150 -267,999 -6%
HSA
9
HBK Sorce Advisory
Pennsylvania
$85.8M 3,924,786 +2,172,975 +124%
MGIA
10
Moneta Group Investment Advisors
Missouri
$84.7M 3,527,649 +150,333 +4%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$84.4M 3,860,673 +301,656 +8%
Ameriprise
12
Ameriprise
Minnesota
$69.4M 3,173,724 -203,610 -6%
GI
13
Gradient Investments
Minnesota
$67.5M 3,088,515 +10,083 +0.3%
JFG
14
JMG Financial Group
Illinois
$66.6M 3,044,892 +366,369 +14%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$63.3M 2,893,899 -120,786 -4%
Cerity Partners
16
Cerity Partners
New York
$63.2M 2,890,251 +2,890,251 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$63.2M 2,889,309 +217,077 +8%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$62.1M 2,838,819 -106,875 -4%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$58.2M 2,654,283 -349,227 -12%
OIA
20
OneDigital Investment Advisors
Kansas
$58.1M 2,658,615 -252,204 -9%
AWS
21
AJ Wealth Strategies
New York
$52.8M 2,412,852 +255,465 +12%
Mercer Global Advisors
22
Mercer Global Advisors
Colorado
$45M 2,058,744 -258,267 -11%
LPL Financial
23
LPL Financial
California
$42.9M 1,959,930 +84,078 +4%
Mariner
24
Mariner
Kansas
$40.7M 1,862,022 +189,078 +11%
RWM
25
RKL Wealth Management
Pennsylvania
$38.2M 1,744,602 +86,079 +5%
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