SCHM icon

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 %
ACM
251
Argent Capital Management
Missouri
$2.29M +$2.29M +109,614 New
WANY
252
Wealthspire Advisors (New York)
New York
$2.2M +$404K +19,302 +22%
JCIA
253
Jackson Creek Investment Advisors
Colorado
$2.18M +$11.5K +498 +0.5%
LF
254
LifeSteps Financial
California
$2.14M -$239K -11,430 -10%
ISWM
255
Independent Solutions Wealth Management
New York
$2.13M -$17.7K -846 -0.8%
Northern Trust
256
Northern Trust
Illinois
$2.11M -$108K -5,166 -5%
PFT
257
Providence First Trust
Arizona
$2.09M -$7.53K -360 -0.4%
CHA
258
Carmichael Hill & Associates
Maryland
$2.08M +$62.9K +3,009 +3%
SCA
259
Strategic Capital Advisers
Colorado
$2.08M +$804K +38,466 +63%
CFS
260
CRA Financial Services
New Jersey
$2.08M +$143K +6,855 +7%
SFA
261
Souders Financial Advisors
Ohio
$2.07M +$182K +8,718 +10%
WA
262
WBH Advisory
Maryland
$2.07M +$596K +28,083 +40%
HA
263
HC Advisors
Georgia
$2.06M +$132K +6,297 +7%
CFG
264
Citizens Financial Group
Rhode Island
$2.05M +$753 +36 +0%
SOS
265
Silver Oak Securities
Tennessee
$2.03M +$774K +34,962 +61%
LCM
266
Leisure Capital Management
California
$2.03M +$4.2K +201 +0.2%
DWM
267
Destination Wealth Management
California
$2.02M +$758K +36,267 +60%
LHEI
268
Leo H. Evart Inc
California
$2M -$321K -15,345 -14%
FCC
269
Flower City Capital
New York
$2M -$400K -19,128 -17%
SFA
270
Sequoia Financial Advisors
Ohio
$2M -$1.09M -52,065 -35%
JPLA
271
Joseph P. Lucia & Associates
New York
$1.99M -$115K -5,505 -5%
PCMC
272
Private Capital Management (Colorado)
Colorado
$1.98M – – –
SMC
273
Smith, Moore & Co
Missouri
$1.98M +$976K +46,695 +98%
NIM
274
Nicollet Investment Management
Minnesota
$1.97M +$26.2K +1,251 +1%
FCAG
275
First Capital Advisors Group
New Jersey
$1.93M -$1.26M -60,243 -39%
9 10
11
12 13