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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 %
LAIC
526
Lederer & Associates Investment Counsel
California
$346K -$42.4K -2,028 -11%
CCM
527
Crew Capital Management
Ohio
$345K – – –
CIC
528
Carnegie Investment Counsel
Ohio
$341K +$5.71K +273 +2%
TFP
529
Tilia Fiduciary Partners
North Carolina
$341K +$6.73K +318 +2%
BL
530
BCWM LLC
Kansas
$337K +$11.4K +543 +3%
RJT
531
Raymond James Trust
Florida
$335K – – –
HIC
532
Hartline Investment Corp
Illinois
$335K +$12.7K +561 +4%
BA
533
Ballast Advisors
Minnesota
$334K – – –
BFG
534
Bouchey Financial Group
New York
$329K – – –
NL
535
NWAM LLC
Washington
$326K -$227K -10,683 -41%
PFO
536
Pathstone Family Office
New Jersey
$323K +$323K +15,447 New
BI
537
Blooom Inc
Kansas
$321K -$8.54K -396 -3%
PNC Financial Services Group
538
PNC Financial Services Group
Pennsylvania
$319K -$2.19K -105 -0.7%
Kovitz Investment Group Partners
539
Kovitz Investment Group Partners
Illinois
$318K – – –
AIM
540
AHL Investment Management
Florida
$315K -$1.38K -66 -0.4%
BAM
541
Bosun Asset Management
Illinois
$314K – – –
RWA
542
Redmont Wealth Advisors
Illinois
$314K – – –
RPA
543
Rock Point Advisors
Vermont
$311K -$5.33K -255 -2%
PL
544
Plancorp LLC
Missouri
$303K +$188 +9 +0.1%
BIA
545
Barry Investment Advisors
Massachusetts
$299K -$79.1K -3,789 -21%
IF
546
Intrua Financial
Texas
$299K – – –
PFA
547
Pinnacle Family Advisors
Missouri
$299K +$4.9K +234 +2%
RWM
548
RBA Wealth Management
California
$293K -$8.47K -405 -3%
WF
549
Williams Financial
Vermont
$293K +$1.19K +57 +0.4%
CF
550
Centaurus Financial
California
$288K -$752K -35,964 -72%
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