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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 %
MA
576
MONECO Advisors
Connecticut
$257K +$690 +33 +0.3%
BC
577
Barnett & Company
Tennessee
$255K +$22.9K +1,092 +10%
TC
578
Tenret Company
Florida
$252K – – –
LBA
579
Lowell Blake & Associates
Massachusetts
$251K – – –
RCC
580
Red Cedar Capital
Nebraska
$251K +$1.13K +54 +0.5%
BlackRock
581
BlackRock
New York
$250K +$60.9K +2,913 +32%
BB
582
Busey Bank
Illinois
$250K +$250K +11,952 New
AF
583
Advisornet Financial
Minnesota
$249K -$1.52M -72,819 -86%
AP
584
Appleton Partners
Massachusetts
$248K – – –
MIP
585
Marietta Investment Partners
Wisconsin
$246K -$4.27K -204 -2%
PG
586
Prostatis Group
Maryland
$245K -$60.7K -2,904 -20%
RFA
587
Resurgent Financial Advisors
Georgia
$241K +$41.4K +1,983 +21%
GWM
588
Gray Wealth Management
Maine
$239K – – –
EWM
589
Echo Wealth Management
Minnesota
$235K – – –
KFS
590
Kaizen Financial Strategies
California
$235K +$1.07K +51 +0.5%
FMWA
591
Forvis Mazars Wealth Advisors
Missouri
$235K +$1.13K +54 +0.5%
RBCM
592
Raub Brock Capital Management
California
$234K +$4.02K +192 +2%
SAM
593
Stansberry Asset Management
Texas
$232K +$232K +11,073 New
PCA
594
Personal Capital Advisors
California
$230K -$50.9K -2,433 -18%
TF
595
TIAA FSB
Florida
$225K +$225K +10,782 New
TPA
596
Trivium Point Advisory
Connecticut
$221K +$221K +10,257 New
Fifth Third Bancorp
597
Fifth Third Bancorp
Ohio
$216K – – –
ACA
598
Ascension Capital Advisors
Texas
$216K – – –
BJL
599
Brighton Jones LLC
Washington
$215K +$215K +10,260 New
LWM
600
Ledge Wealth Management
Minnesota
$210K -$226K -10,848 -52%
22 23
24
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