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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 %
MA
401
MCF Advisors
Kentucky
$786K +$345K +16,503 +78%
SFWA
402
Summit Financial Wealth Advisors
Louisiana
$785K -$13.3K -600 -2%
SWM
403
Selective Wealth Management
Virginia
$776K +$764K +36,546 +6,279%
OCM
404
One Capital Management
California
$768K -$7.71K -369 -1%
LTL
405
Lowery Thomas LLC
California
$767K +$353K +16,881 +85%
BCA
406
Bay Colony Advisors
Massachusetts
$766K +$42.8K +1,854 +6%
AAS
407
Avantax Advisory Services
Texas
$763K +$122K +5,814 +19%
BPM
408
Bowling Portfolio Management
Ohio
$758K -$21.4K -1,023 -3%
CA
409
Cetera Advisors
Colorado
$753K -$1.58M -75,339 -68%
SIC
410
Sigma Investment Counselors
Michigan
$752K +$11K +528 +1%
SIMM
411
Stillwater Investment Management (Minnesota)
Minnesota
$751K +$751K +35,937 New
PCM
412
Pennsylvania Capital Management
Pennsylvania
$745K +$73.3K +3,504 +11%
CAM
413
Cozad Asset Management
Illinois
$743K -$21.3K -1,020 -3%
CWM
414
Cornerstone Wealth Management
Missouri
$736K +$5.02K +240 +0.7%
PAM
415
Pegasus Asset Management
New York
$734K +$125 +6 +0%
DI
416
Diligent Investors
California
$727K – – –
LPIC
417
LeJeune Puetz Investment Counsel
Michigan
$717K +$188 +9 +0%
BCI
418
Brinker Capital Investments
Pennsylvania
$712K -$31.2K -1,494 -4%
VVP
419
Venture Visionary Partners
Ohio
$709K – – –
SWA
420
Stratos Wealth Advisors
Ohio
$707K +$22.2K +1,062 +3%
RW
421
Rede Wealth
Virginia
$707K +$707K +33,798 New
IWM
422
IHT Wealth Management
Illinois
$702K -$13.4K -642 -2%
OPS
423
Orion Portfolio Solutions
Nebraska
$701K -$32.5K -1,554 -4%
MA
424
MUFG Americas
New York
$699K +$223K +10,683 +47%
GC
425
Grimes & Company
Massachusetts
$691K +$12.1K +579 +2%
15 16
17
18 19