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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 %
OCM
601
Osterweis Capital Management
California
$208K -$252K – –
BWP
602
BSW Wealth Partners
Colorado
$202K -$5.64K -270 -3%
ODIJL
603
One Day In July LLC
Vermont
$202K – – –
OIA
604
Optimum Investment Advisors
Illinois
$186K +$3.64K +174 +2%
GIA
605
GHP Investment Advisors
Colorado
$185K -$26.6K -1,272 -13%
FM
606
Family Management
New York
$165K – – –
US Bancorp
607
US Bancorp
Minnesota
$157K -$5.72K -273 -4%
NG
608
NWK Group
California
$156K – – –
RDFA
609
Ritter Daniher Financial Advisory
Ohio
$144K – – –
SSB
610
Sandy Spring Bank
Maryland
$142K +$441 +21 +0.3%
AW
611
Avion Wealth
Texas
$141K +$133K +6,333 +1,611%
DWP
612
Destiny Wealth Partners
Florida
$140K -$66.9K -3,201 -32%
CFD
613
Creative Financial Designs
Indiana
$135K +$51.8K +2,478 +62%
OSAM
614
O'Shaughnessy Asset Management
Connecticut
$126K -$29.2K -1,401 -19%
PR
615
Payden & Rygel
California
$123K -$4.98M -238,359 -98%
DSC
616
Duncker Streett & Co
Missouri
$123K -$42.3K -2,019 -26%
NIC
617
Northwest Investment Counselors
Oregon
$123K -$5.96K -285 -5%
LFG
618
Larson Financial Group
Missouri
$122K +$15.5K +744 +15%
CIM
619
Contravisory Investment Management
Massachusetts
$121K +$12.4K +594 +11%
FHA
620
First Horizon Advisors
Tennessee
$121K +$71.7K +3,453 +145%
CAL
621
Capital Advisors Ltd
Ohio
$120K -$12.3K -585 -9%
FCT
622
First Community Trust
Iowa
$116K -$16K -765 -12%
RG
623
Retirement Group
California
$114K -$103K -4,938 -47%
KSWA
624
Kathleen S. Wright Associates
Pennsylvania
$113K -$8.44K -402 -7%
Bessemer Group
625
Bessemer Group
New Jersey
$111K -$14.1K -672 -11%
23 24
25
26 27