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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

733 hedge funds and large institutions have $5.18B invested in Schwab US Mid-Cap ETF in 2022 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 301 increasing their positions, 281 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
-22
Holders Change %
-2.91%
% of All Funds
12.39%
Holding in Top 10
85
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.59%
% of All Funds
1.44%
New
45
Increased
301
Reduced
281
Closed
57
Calls
$270K
Puts
–
Net Calls
+$270K
Net Calls Change
-$650K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$204M
2
Creative Planning
Creative Planning
Kansas
+$147M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$25.3M
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$14.7M
5
Ameriprise
Ameriprise
Minnesota
+$13.4M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$28.7M
2
PRS
Pinkerton Retirement Specialists
Idaho
-$23.8M
3
Bank of America
Bank of America
North Carolina
-$14.7M
4
AWS
AJ Wealth Strategies
New York
-$13.7M
5
AWM
Aries Wealth Management
Maine
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
226
Safeguard Financial
Wisconsin
$2.75M +$186K +8,919 +7%
PWM
227
Perigon Wealth Management
California
$2.68M -$18.9K -903 -0.7%
MG
228
Mather Group
Illinois
$2.66M +$118K +5,655 +5%
CFA
229
Cahill Financial Advisors
Minnesota
$2.62M -$8.03K -384 -0.3%
FC
230
Forte Capital
New York
$2.62M -$505K -24,126 -16%
AWM
231
Apollon Wealth Management
South Carolina
$2.61M +$78.7K +3,765 +3%
OFG
232
Orcam Financial Group
California
$2.59M -$310K -14,814 -11%
EW
233
Element Wealth
Mississippi
$2.58M -$53.1K -2,538 -2%
VBWMG
234
Von Berge Wealth Management Group
California
$2.56M +$468K +22,179 +22%
AWG
235
Altus Wealth Group
Colorado
$2.51M -$2.34M -91,425 -48%
EH
236
Equitable Holdings
New York
$2.5M -$1.3M -62,091 -34%
BBW
237
Blue Barn Wealth
Utah
$2.48M +$73K +3,492 +3%
PAG
238
Powers Advisory Group
Illinois
$2.47M +$18.8K +900 +0.8%
RCA
239
Reitz Capital Advisors
Michigan
$2.44M -$2.3M -109,896 -48%
SAF
240
Smith Anglin Financial
Texas
$2.44M -$7.15K -342 -0.3%
BA
241
Bristlecone Advisors
Washington
$2.43M -$79.2K -3,789 -3%
Cetera Investment Advisers
242
Cetera Investment Advisers
Illinois
$2.42M -$23.5K -1,125 -1%
Jane Street
243
Jane Street
New York
$2.38M +$2.38M +113,955 New
TWM
244
Tradition Wealth Management
Minnesota
$2.38M -$19.6K -936 -0.8%
H
245
HoyleCohen
California
$2.37M +$111K +5,292 +5%
GPFA
246
Game Plan Financial Advisors
Ohio
$2.37M -$1.48M -71,049 -38%
MIAN
247
Mariner Independent Advisor Network
Kansas
$2.35M +$305K +14,172 +15%
ACA
248
Atlas Capital Advisors
Wyoming
$2.33M -$228K -10,881 -9%
CFO
249
Collective Family Office
Pennsylvania
$2.32M -$298K -14,247 -11%
RWA
250
River Wealth Advisors
Pennsylvania
$2.29M -$109K -5,190 -5%
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