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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 %
PTC
451
Private Trust Company
Ohio
$573K +$573K +27,390 New
OBWG
452
Onyx Bridge Wealth Group
New York
$572K +$5.56K +252 +1%
CG
453
Colony Group
Massachusetts
$571K -$6.96K -333 -1%
SWM
454
Spire Wealth Management
Virginia
$567K -$936K -44,745 -62%
DAS
455
Dynamic Advisor Solutions
Arizona
$562K +$140K +6,708 +33%
WBCM
456
Wilson & Boucher Capital Management
California
$554K – – –
HHRDM
457
H&H Retirement Design & Management
Nevada
$545K +$316K +13,800 +138%
SQA
458
Simon Quick Advisors
New Jersey
$543K +$89.3K +3,876 +20%
ZF
459
Zhang Financial
Michigan
$542K -$117K -5,580 -18%
Calamos Advisors
460
Calamos Advisors
Illinois
$539K +$12.8K +612 +2%
EWA
461
EP Wealth Advisors
California
$530K -$210K -10,047 -28%
MA
462
Modus Advisors
Minnesota
$527K -$125 -6 -0%
CGFA
463
Colton Groome Financial Advisors
North Carolina
$519K -$213K -10,185 -29%
ASN
464
Advisory Services Network
Georgia
$519K -$83.5K -3,996 -14%
LWAC
465
Laurel Wealth Advisors (California)
California
$517K +$3.52K +168 +0.7%
SF
466
Synovus Financial
Georgia
$515K -$105K -4,995 -17%
PA
467
Parallel Advisors
California
$511K +$2.2K +105 +0.4%
SFO
468
Stokes Family Office
Louisiana
$505K -$84.2K -4,026 -14%
PP
469
Pegasus Partners
Wisconsin
$504K +$134K +6,405 +36%
KLI
470
Kelman-Lazarov Inc
Tennessee
$492K +$307K +14,688 +166%
BI
471
Berkeley Inc
Idaho
$491K -$181K -8,670 -27%
WSWA
472
Warren Street Wealth Advisors
California
$491K -$44.1K -2,106 -8%
HIC
473
Holderness Investments Company
North Carolina
$487K -$118K -5,634 -19%
SBH
474
Segall Bryant & Hamill
Illinois
$487K – – –
TCM
475
Twele Capital Management
Minnesota
$482K +$251 +12 +0.1%
17 18
19
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