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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
501
HYA Advisors
Missouri
$401K -$29.2K -1,398 -7%
AIM
502
Acropolis Investment Management
Missouri
$401K +$197K +9,420 +97%
WF
503
Whelan Financial
California
$394K +$394K +18,819 New
BFA
504
Beaumont Financial Advisors
Massachusetts
$393K +$1.25K +60 +0.3%
WDL
505
Well Done LLC
Michigan
$389K – – –
TC
506
Telemus Capital
Michigan
$384K -$941 -45 -0.2%
CW
507
CreativeOne Wealth
Kansas
$383K +$184K +8,787 +92%
MWM
508
MBE Wealth Management
Wisconsin
$382K – – –
PFS
509
Prospera Financial Services
Texas
$376K -$185K -8,808 -33%
VWA
510
Visionary Wealth Advisors
Illinois
$371K -$28.4K -1,359 -7%
GAM
511
Garrison Asset Management
Arkansas
$371K -$3.13K -150 -0.8%
IC
512
IEQ Capital
California
$367K – – –
JWCA
513
J.W. Cole Advisors
Florida
$366K +$73.7K +3,522 +25%
DBRC
514
D.B. Root & Company
Pennsylvania
$363K -$2.19K -105 -0.6%
HNB
515
Huntington National Bank
Ohio
$363K -$432K – –
PI
516
Pachira Investments
California
$363K – – –
HI
517
Hendershot Investments
Virginia
$357K +$18.6K +891 +6%
FWM
518
Fingerlakes Wealth Management
New York
$356K -$6.52K -312 -2%
ACM
519
Armbruster Capital Management
New York
$356K +$1.57K +75 +0.4%
NS
520
Newman & Schimel
Illinois
$355K -$32.2K -1,539 -8%
APSI
521
Asset Planning Services Inc
Louisiana
$350K -$23.2K -1,110 -6%
PWMG
522
Prestige Wealth Management Group
New Jersey
$349K -$13.8K -660 -4%
CIAS
523
Capital Investment Advisory Services
North Carolina
$349K -$7.84K -375 -2%
BF
524
Blankinship & Foster
California
$349K +$349K +16,704 New
CIS
525
Continental Investors Services
Washington
$347K -$10.5K -501 -3%
19 20
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