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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 %
AIM
476
Aspen Investment Management
Michigan
$478K +$1.51K +72 +0.3%
EWM
477
Empirical Wealth Management
Washington
$476K -$2.51K -120 -0.5%
FRA
478
Front Row Advisors
California
$475K – – –
SPIA
479
Steward Partners Investment Advisory
New York
$469K -$12.5K -597 -3%
MF
480
Meridian Financial
Massachusetts
$469K +$31.4K +1,500 +7%
TWM
481
Triton Wealth Management
Arizona
$463K -$20.4K -888 -4%
PFC
482
Phocas Financial Corp
California
$457K – – –
WCM
483
Wealthcare Capital Management
Virginia
$451K – – –
Brown Advisory
484
Brown Advisory
Maryland
$449K – – –
SCM
485
Stordahl Capital Management
Colorado
$443K – – –
OPWM
486
Oakwell Private Wealth Management
Texas
$442K -$21.7K -1,041 -5%
CNFG
487
Creegan & Nassoura Financial Group
New Hampshire
$432K -$12.6K -600 -3%
WPC
488
Wedmont Private Capital
Pennsylvania
$425K -$12.7K -606 -3%
HTC
489
Haverford Trust Company
Pennsylvania
$425K – – –
EWM
490
Evermay Wealth Management
Virginia
$425K +$266K +12,735 +168%
WWM
491
Western Wealth Management
Colorado
$424K -$28.5K -1,365 -6%
HIF
492
Hill Island Financial
Michigan
$421K +$1.88K +90 +0.4%
AIM
493
Avity Investment Management
Connecticut
$415K – – –
AFG
494
Albion Financial Group
Utah
$413K -$22.8K -1,092 -5%
JFGIW
495
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$412K – – –
MS
496
Madden Securities
Texas
$408K -$4.64K -222 -1%
FNBOMD
497
First National Bank of Mount Dora
Florida
$407K +$219K +10,458 +116%
Rockefeller Capital Management
498
Rockefeller Capital Management
New York
$405K +$221K +10,575 +120%
SWM
499
Stockman Wealth Management
Montana
$403K -$11K -528 -3%
APA
500
American Portfolios Advisors
New York
$401K +$1K +48 +0.3%
18 19
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