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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 %
CCM
326
Condor Capital Management
New Jersey
$1.2M -$20.3K -969 -2%
ECG
327
Edge Capital Group
Georgia
$1.2M -$108K -5,157 -8%
AFG
328
Arkansas Financial Group
Arkansas
$1.2M +$3.51K +168 +0.3%
GC
329
Gilbert & Cook
Iowa
$1.2M +$1.2M +57,261 New
WAP
330
Wealthcare Advisory Partners
Pennsylvania
$1.18M +$212K +10,155 +22%
PFGIA
331
Patriot Financial Group Insurance Agency
Massachusetts
$1.16M -$305K -14,574 -21%
Bank of New York Mellon
332
Bank of New York Mellon
New York
$1.16M -$26.8K -1,281 -2%
SPC
333
Sigma Planning Corp
Michigan
$1.15M +$23.6K +1,131 +2%
SIA
334
Sage Investment Advisers
New York
$1.15M +$336K +16,077 +42%
QCG
335
Quadrant Capital Group
Ohio
$1.13M +$46.8K +2,238 +4%
SSWM
336
Sheets Smith Wealth Management
North Carolina
$1.13M +$3.83K +183 +0.3%
Lazard Asset Management
337
Lazard Asset Management
New York
$1.12M – – –
CA
338
Cambridge Advisors
Nebraska
$1.12M -$44.1K -2,109 -4%
ES
339
ETF Store
Kansas
$1.12M +$33.6K +1,581 +3%
LC
340
LTG Capital
Massachusetts
$1.11M +$16.2K +777 +1%
DWM
341
Dakota Wealth Management
Florida
$1.11M -$19.4K -927 -2%
AA
342
Alesco Advisors
New York
$1.1M +$111K +5,295 +11%
AL
343
Aspiriant LLC
California
$1.09M -$18.8K -900 -2%
Janney Montgomery Scott
344
Janney Montgomery Scott
Pennsylvania
$1.08M +$31.1K +1,455 +3%
SAM
345
S.A. Mason
Michigan
$1.08M -$753 -36 -0.1%
CAM
346
Chandler Asset Management
California
$1.08M +$4.83K +231 +0.4%
NF
347
NTB Financial
Colorado
$1.08M +$3.26K +156 +0.3%
SAM
348
Sawgrass Asset Management
Florida
$1.07M -$154K -7,347 -13%
AG
349
Appleton Group
Wisconsin
$1.07M -$8.05M -384,909 -88%
TFS
350
Thoroughbred Financial Services
Tennessee
$1.06M -$3.2K -153 -0.3%
12 13
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