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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 %
SIA
276
SkyView Investment Advisors
New Jersey
$1.93M -$67.4K -3,225 -3%
YWP
277
YorkBridge Wealth Partners
New York
$1.91M +$8.22K +393 +0.4%
BAM
278
Belpointe Asset Management
Nevada
$1.9M -$100K -4,779 -5%
PWA
279
Peterson Wealth Advisors
Utah
$1.9M +$131K +6,279 +7%
BWM
280
BCS Wealth Management
Tennessee
$1.89M -$3.51K -168 -0.2%
SWM
281
SeaCrest Wealth Management
New York
$1.86M +$7.97K +381 +0.4%
EFSCE
282
Enterprise Financial Services Corp (EFSC)
Missouri
$1.85M -$117K -5,610 -6%
PA
283
Pinnacle Associates
New York
$1.83M -$49.4K -2,361 -3%
NWMG
284
National Wealth Management Group
Ohio
$1.8M -$223K -10,668 -11%
FPF
285
First Pacific Financial
Washington
$1.77M +$1.32M +63,138 +295%
D
286
Diversified
Delaware
$1.76M +$947K +45,324 +117%
WP
287
WealthShield Partners
North Carolina
$1.74M +$72.5K +3,465 +4%
SHJ
288
Sharkey, Howes & Javer
Colorado
$1.7M -$113K -5,394 -6%
JWA
289
JFS Wealth Advisors
Pennsylvania
$1.69M -$41.1K -1,965 -2%
VCM
290
Vision Capital Management
Oregon
$1.69M +$38.5K +1,839 +2%
DWMG
291
DB Wealth Management Group
California
$1.68M -$257K -12,309 -13%
IWP
292
IAG Wealth Partners
Wisconsin
$1.68M +$499K +23,856 +42%
SWA
293
Sutton Wealth Advisors
Florida
$1.62M – – –
CWM
294
Chesapeake Wealth Management
Virginia
$1.56M -$11K -525 -0.7%
PWMAG
295
Pinnacle Wealth Management Advisory Group
New Jersey
$1.55M -$49.6K -2,370 -3%
AL
296
ACAS LLC
California
$1.53M -$692 -30 -0%
ICG
297
InterOcean Capital Group
Tennessee
$1.53M +$1.53M +73,278 New
GRP
298
Global Retirement Partners
California
$1.53M -$20.4K -975 -1%
WKSWA
299
White Knight Strategic Wealth Advisors
New Jersey
$1.52M +$73.4K +3,510 +5%
WW
300
Waterfront Wealth
Kansas
$1.52M -$16.9K -807 -1%
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