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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 %
PIA
551
Pinion Investment Advisors
Kansas
$288K -$12.9K -618 -4%
ZIM
552
Zacks Investment Management
Illinois
$288K +$3.51K +168 +1%
CFO
553
CVA Family Office
Colorado
$287K +$188 +9 +0.1%
PIM
554
Penobscot Investment Management
Massachusetts
$286K -$18.5K -885 -6%
HIM
555
Harbour Investment Management
Washington
$286K +$6.27K +300 +2%
WAM
556
WNY Asset Management
New York
$285K -$90.8K -4,353 -24%
DWM
557
Doyle Wealth Management
Florida
$283K +$283K +13,515 New
PAM
558
Peak Asset Management
Colorado
$280K – – –
PFP
559
Pinnacle Financial Partners
Tennessee
$280K +$940 +45 +0.3%
CP
560
Capital Planning
Washington
$280K +$25.9K +1,236 +10%
GG
561
Greenwood Gearhart
Arkansas
$277K +$19.3K +924 +7%
FRA
562
Frank Rimerman Advisors
California
$275K – – –
5L
563
55I LLC
Massachusetts
$272K -$34.2K -1,635 -11%
SCA
564
Stillwater Capital Advisors
Pennsylvania
$270K – – –
G
565
Gainplan
Michigan
$267K -$10K -480 -4%
EWM
566
Elmwood Wealth Management
California
$263K – – –
UB
567
UMB Bank
Missouri
$263K – – –
RFC
568
Regions Financial Corp
Alabama
$263K +$11.5K +552 +5%
RWM
569
Reston Wealth Management
Virginia
$262K -$19.4K -927 -7%
KWS
570
Keystone Wealth Services
California
$260K -$153K -7,308 -37%
GWAM
571
Guardian Wealth Advisors (Minnesota)
Minnesota
$259K -$4.21K -201 -2%
AWM
572
AE Wealth Management
Kansas
$258K -$2.1M -100,422 -89%
TBWA
573
Three Bridge Wealth Advisors
California
$258K +$251 +12 +0.1%
DY
574
Dowling & Yahnke
California
$258K +$11.6K +555 +5%
HI
575
Human Investing
Oregon
$258K +$64.7K +3,096 +33%
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