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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 %
SFP
301
Strategic Financial Planning
Texas
$1.48M -$43.7K -2,088 -3%
AIA
302
Armor Investment Advisors
North Carolina
$1.44M -$53.8K -2,571 -4%
CA
303
Continuum Advisory
Idaho
$1.43M +$4.39K +210 +0.3%
MFC
304
Morris Financial Concepts
South Carolina
$1.41M +$27.2K +1,302 +2%
IAN
305
Integrated Advisors Network
Texas
$1.4M -$43.7K -2,091 -3%
MMHP
306
Murphy Middleton Hinkle & Parker
Georgia
$1.39M +$41.8K +1,998 +3%
BMCM
307
Burns Matteson Capital Management
New York
$1.39M +$152K +7,266 +12%
FBB
308
Fulton Breakefield Broenniman
Maryland
$1.38M -$32.7K -1,563 -2%
1WM
309
1900 Wealth Management
Texas
$1.38M +$29.5K +1,410 +2%
KIA
310
KCM Investment Advisors
California
$1.37M -$14.6K -696 -1%
Renaissance Technologies
311
Renaissance Technologies
New York
$1.36M +$1.36M +64,800 New
IF
312
Ironwood Financial
Arizona
$1.35M -$20K -954 -1%
SPP
313
Single Point Partners
Massachusetts
$1.32M +$34.3K +1,641 +3%
AC
314
Abbrea Capital
California
$1.32M +$321K +15,360 +32%
FA
315
Fagan Associates
New York
$1.31M -$14.4K -690 -1%
BCWM
316
Bartlett & Co Wealth Management
Ohio
$1.29M -$20.1K -963 -2%
BC
317
Bartlett & Co
Ohio
$1.29M -$20.1K -963 -2%
ML
318
McAdam LLC
Pennsylvania
$1.29M +$301K +14,409 +31%
NCM
319
Novare Capital Management
North Carolina
$1.28M +$57.2K +2,736 +5%
BL
320
BFSG LLC
California
$1.28M -$62.8K -3,003 -5%
AIM
321
Athena Investment Management
California
$1.28M +$442K +21,129 +53%
KTC
322
Kistler-Tiffany Companies
Pennsylvania
$1.26M +$11.5K +552 +0.9%
FAG
323
Financial Advisory Group
Texas
$1.26M +$252K +12,066 +25%
VCM
324
Vivaldi Capital Management
Illinois
$1.26M -$627 -30 -0%
WOSD
325
WFA of San Diego
California
$1.22M -$166K -7,914 -12%
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