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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 %
PAMG
376
Patton Albertson Miller Group
Tennessee
$945K -$267K -12,783 -22%
BWM
377
Benchmark Wealth Management
Connecticut
$945K – – –
PRS
378
Pinkerton Retirement Specialists
Idaho
$931K -$23.8M -1,136,343 -96%
SCA
379
Snowden Capital Advisors
New York
$931K – – –
PFM
380
Phillips Financial Management
Indiana
$923K -$65.1K -3,111 -7%
OIM
381
Orca Investment Management
Oregon
$919K +$15.6K +744 +2%
PCM
382
Parsons Capital Management
Rhode Island
$896K +$176K +8,427 +24%
LWM
383
Laidlaw Wealth Management
New York
$880K -$118K -5,646 -12%
AFA
384
Arlington Financial Advisors
California
$879K +$64.5K +3,084 +8%
BCM
385
Boltwood Capital Management
California
$873K +$63.6K +3,042 +8%
TWP
386
Total Wealth Planning
Ohio
$861K -$373K -17,829 -30%
PSF
387
Pacific Sun Financial
California
$860K -$8.16K -390 -0.9%
NGA
388
Naples Global Advisors
Florida
$851K +$24.7K +1,182 +3%
SWIG
389
Strategic Wealth Investment Group
Kentucky
$848K +$848K +40,554 New
MCM
390
Mitchell Capital Management
Kansas
$846K +$42.8K +2,049 +5%
Fidelity Investments
391
Fidelity Investments
Massachusetts
$836K -$103K -4,944 -11%
FAG
392
Fortitude Advisory Group
Washington
$834K -$17.8K -852 -2%
Prudential Financial
393
Prudential Financial
New Jersey
$824K +$15.4K +732 +2%
Lido Advisors
394
Lido Advisors
California
$823K -$12K -576 -1%
ANTB
395
AMG National Trust Bank
Colorado
$817K -$1.45M -62,832 -64%
CAG
396
Csenge Advisory Group
Florida
$814K +$814K +38,919 New
FT
397
Fiduciary Trust
Massachusetts
$811K – – –
CIR
398
Clear Investment Research
Georgia
$788K -$6.4K -306 -0.8%
EP
399
Eudaimonia Partners
Tennessee
$786K +$63 +3 +0%
CS
400
Comerica Securities
Michigan
$786K +$65.4K +3,129 +9%
14 15
16
17 18