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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 %
HA
426
Harfst & Associates
Wyoming
$687K -$6.27K -300 -0.9%
CM
427
Columbus Macro
Pennsylvania
$663K -$47.2K -2,259 -7%
ACI
428
Alpha Cubed Investments
California
$663K +$42.4K +2,025 +7%
SF
429
Summit Financial
New Jersey
$662K -$98.4K -4,704 -13%
SCM
430
SOL Capital Management
Maryland
$662K -$5.02K -240 -0.8%
FHA
431
Flagship Harbor Advisors
Massachusetts
$662K +$662K +31,674 New
CCM
432
Cribstone Capital Management
Maine
$659K -$7.52K -360 -1%
PGAM
433
Princeton Global Asset Management
New Jersey
$657K -$1.95K -93 -0.3%
FNBT
434
FineMark National Bank & Trust
Florida
$652K -$9.41K -450 -1%
OPA
435
Old Port Advisors
Maine
$649K -$6.05K -285 -0.9%
GT
436
Greenleaf Trust
Michigan
$646K – – –
SSWG
437
Seven Springs Wealth Group
Tennessee
$631K – – –
FSWA
438
Financial Synergies Wealth Advisors
Texas
$625K +$448K +21,429 +254%
CAG
439
Compass Advisory Group
New York
$623K +$188K +8,997 +43%
CHA
440
Cooper/Haims Advisors
New York
$621K -$17.1K -816 -3%
RC
441
RegentAtlantic Capital
New Jersey
$619K +$126K +6,000 +25%
JF
442
Joule Financial
Kentucky
$618K +$618K +29,571 New
CAG
443
Curtis Advisory Group
California
$615K +$53.2K +2,541 +9%
WF
444
Warner Financial
Maryland
$612K +$120K +5,733 +24%
PFBT
445
Parkside Financial Bank & Trust
Missouri
$608K +$18.6K +888 +3%
CWM
446
Castle Wealth Management
Florida
$604K +$604K +28,875 New
FHB
447
First Hawaiian Bank
Hawaii
$595K – – –
AGA
448
Arkos Global Advisors
Texas
$587K -$190K -9,081 -24%
FC
449
FCA Corp
Texas
$576K -$690 -33 -0.1%
TAM
450
Townsend Asset Management
North Carolina
$574K -$50.5K -2,412 -8%
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