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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
$894M
2
Creative Planning
Creative Planning
Kansas
$577M
3
MGIA
Moneta Group Investment Advisors
Missouri
$76.8M
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
$14.7M
5
Ameriprise
Ameriprise
Minnesota
$81.4M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
$52M
2
PRS
Pinkerton Retirement Specialists
Idaho
$931K
3
Bank of America
Bank of America
North Carolina
$10.5M
4
AWS
AJ Wealth Strategies
New York
$44.6M
5
AWM
Aries Wealth Management
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CDIA
626
Capital Directions Investment Advisors
Georgia
$111K – – –
RIM
627
Rockbridge Investment Management
New York
$108K -$1.01M -48,369 -90%
Carson Wealth (CWM LLC)
628
Carson Wealth (CWM LLC)
Nebraska
$108K +$19.4K +924 +22%
BONH
629
Bank of New Hampshire
New Hampshire
$107K – – –
FCA
630
FinTrust Capital Advisors
South Carolina
$103K +$132 +6 +0.1%
TSW
631
Thompson Siegel & Walmsley
Virginia
$100K – – –
KFI
632
Key Financial Inc
Pennsylvania
$99K +$85.1K +3,990 +610%
IRC
633
Investors Research Corp
Georgia
$91K – – –
GLLW
634
Graves Light Lenhart Wealth
Virginia
$88K +$375 +18 +0.4%
AWM
635
Abound Wealth Management
Tennessee
$87.9K – – –
S
636
SignatureFD
Georgia
$86K – – –
HI
637
Hudock Inc
Pennsylvania
$86K +$373 +18 +0.4%
PK
638
Pflug Koory
Nebraska
$83K – – –
GWS
639
Glassman Wealth Services
Virginia
$77K +$64.3K +3,057 +507%
OC
640
Oakworth Capital
Alabama
$76K – – –
TCWA
641
Ten Capital Wealth Advisors
Washington
$74K – – –
CMP
642
Coston McIsaac & Partners
Maine
$64K +$64K +3,060 New
WT
643
Whittier Trust
California
$61K -$54.3K -2,595 -47%
M
644
MOTCO
Texas
$60K – – –
BC
645
Burleson & Co
California
$59K +$252 +12 +0.4%
HWMA
646
Heritage Wealth Management (Arizona)
Arizona
$58.1K -$206K -9,870 -78%
ACA
647
Aptus Capital Advisors
Alabama
$57K -$25.8K -1,233 -31%
GWANC
648
Guardian Wealth Advisors (North Carolina)
North Carolina
$57K -$22.5K -1,077 -28%
AWM
649
Aspire Wealth Management
Massachusetts
$57K – – –
AA
650
Addison Advisors
Vermont
$56K – – –
24 25
26
27 28