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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 %
KWM
351
Kingsview Wealth Management
Oregon
$1.05M +$50.8K +2,430 +5%
BIA
352
Bigelow Investment Advisors
Maine
$1.05M -$47.5K -2,274 -4%
OFS
353
Oldfather Financial Services
Nebraska
$1.04M +$79K +3,522 +8%
MFG
354
Merit Financial Group
Georgia
$1.04M +$1.04M +49,605 New
FLPIM
355
F.L. Putnam Investment Management
Massachusetts
$1.03M -$22.6K -1,083 -2%
LJAC
356
L.J. Altfest & Co
New York
$1.02M +$3.14K +150 +0.3%
DW
357
Domani Wealth
Pennsylvania
$1.02M +$3.95K +189 +0.4%
FI
358
FIDELIS iM
Oregon
$1.02M – – –
TWP
359
Transparent Wealth Partners
Arkansas
$1.01M +$1.01M +48,447 New
WCM
360
Wisconsin Capital Management
Wisconsin
$1M – – –
MWA
361
Motive Wealth Advisors
Michigan
$1M – – –
PA
362
Planning Alternatives
Michigan
$1M -$17.3K -825 -2%
ACA
363
Aspire Capital Advisors
Washington
$1M +$185K +8,865 +23%
HI
364
Harbour Investments
Wisconsin
$1M +$1M +47,811 New
IFS
365
Ifrah Financial Services
Arkansas
$999K -$9.91K -474 -1%
AWE
366
Avidian Wealth Enterprises
Texas
$999K +$47K +2,247 +5%
GB
367
Goepper Burkhardt
South Carolina
$987K -$1.57K -75 -0.2%
CBFP
368
Cedar Brook Financial Partners
Ohio
$985K -$26.4K -1,263 -3%
LB
369
Legacy Bridge
Iowa
$978K – – –
WPA
370
West Paces Advisors
Georgia
$978K +$892K +42,645 +1,038%
SFG
371
Sunburst Financial Group
Alabama
$976K -$135K -6,435 -12%
BRWA
372
B. Riley Wealth Advisors
Florida
$974K +$94.3K +4,509 +11%
AWS
373
Atria Wealth Solutions
New York
$971K +$43.3K +2,070 +5%
SFG
374
StrategIQ Financial Group
Indiana
$963K -$941 -45 -0.1%
IWMA
375
Ironwood Wealth Management (Arizona)
Arizona
$953K +$6.53K +312 +0.7%
13 14
15
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