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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.

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
1
Financial Engines Advisors
California
$894M
2
Creative Planning
2
Creative Planning
Kansas
$577M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$76.8M
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$14.7M
5
Ameriprise
5
Ameriprise
Minnesota
$81.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$52M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$931K
3
Bank of America
3
Bank of America
North Carolina
$10.5M
4
AWS
4
AJ Wealth Strategies
New York
$44.6M
5
AWM
5
Aries Wealth Management
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$34.5M -$7.84M -364,857 -19%
RWM
27
RKL Wealth Management
Pennsylvania
$34.3M +$777K +37,152 +2%
Morgan Stanley
28
Morgan Stanley
New York
$34M +$7.94M +379,914 +31%
BPA
29
Beacon Pointe Advisors
California
$30M -$1.1M -52,632 -4%
PMG
30
ProVise Management Group
Florida
$28.9M -$996K -47,613 -3%
NFG
31
Nadler Financial Group
Illinois
$28.9M +$378K +18,069 +1%
SFS
32
Summit Financial Strategies
Ohio
$26.3M +$369K +17,664 +1%
GAM
33
Gemmer Asset Management
California
$26M +$434K +20,733 +2%
HWA
34
HHM Wealth Advisors
Tennessee
$24.6M +$1.1M +52,791 +5%
PFM
35
Parsec Financial Management
North Carolina
$24.4M -$1.16M -55,641 -5%
CAN
36
Cetera Advisor Networks
California
$23.8M +$3.04M +145,422 +15%
SAM
37
Summit Asset Management
Tennessee
$21.7M +$370K +17,709 +2%
DC
38
Davenport & Co
Virginia
$19.4M +$1.05M +50,157 +6%
Osaic Holdings
39
Osaic Holdings
Arizona
$19.4M -$2.08M -99,072 -10%
Wells Fargo
40
Wells Fargo
California
$18.4M +$2.15M +102,648 +13%
RJA
41
Raymond James & Associates
Florida
$18.1M +$271K +12,957 +2%
SC
42
Savant Capital
Illinois
$18M -$45K -2,154 -0.2%
BCMO
43
Buckingham Capital Management (Ohio)
Ohio
$17.8M -$1.06M -50,805 -6%
MAG
44
Mokosak Advisory Group
Iowa
$17.7M +$356K +17,019 +2%
MFT
45
Moisand Fitzgerald Tamayo
Florida
$17.6M +$7.53M +360,030 +75%
SIC
46
Salem Investment Counselors
North Carolina
$17.1M -$1M -48,024 -6%
NSAM
47
North Star Asset Management
Wisconsin
$17.1M +$1.54M +73,530 +10%
MI
48
Moneywise Inc
Virginia
$17M +$625K +29,886 +4%
EGWAG
49
Elwood & Goetz Wealth Advisory Group
Georgia
$16M -$1.05M -50,130 -6%
MF
50
Manchester Financial
California
$15.9M -$171K -8,172 -1%
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