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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 %
TCM
651
Tradewinds Capital Management
Washington
$50K -$4.9M -235,248 -99%
HC
652
Hoese & Co
Minnesota
$50K – – –
S
653
Surevest
California
$49K – – –
MIM
654
Macroview Investment Management
Maryland
$46K +$2.43K +117 +6%
AAMA
655
Advanced Asset Management Advisors
Ohio
$45K +$252 +12 +0.6%
CWM
656
Cranbrook Wealth Management
Michigan
$44K – – –
William Blair & Company
657
William Blair & Company
Illinois
$44K +$559 +27 +1%
BEI
658
Benjamin Edwards Inc
Missouri
$44K +$4.24K +201 +11%
HFA
659
HC Financial Advisors
California
$40K +$125 +6 +0.3%
HR
660
Howe & Rusling
New York
$39K +$39K +1,881 New
GWM
661
Guardian Wealth Management
Illinois
$38K +$63 +3 +0.2%
TWA
662
TCI Wealth Advisors
Arizona
$36K – – –
JHCP
663
Jackson Hole Capital Partners
Oklahoma
$35K +$35K +1,650 New
PCA
664
Providence Capital Advisors
North Carolina
$34K -$11.6K -561 -26%
GWM
665
Geneos Wealth Management
Colorado
$33K – – –
Citigroup
666
Citigroup
New York
$33K +$22.5K +1,068 +216%
CTC
667
Central Trust Company
Missouri
$31K – – –
MSFP
668
Mark Sheptoff Financial Planning
Connecticut
$29K – – –
WAM
669
Worth Asset Management
Texas
$28K – – –
BW
670
Bison Wealth
Georgia
$27K – – –
CCM
671
Covington Capital Management
California
$26K -$17.3K -828 -40%
GCM
672
Gables Capital Management
Florida
$25K – – –
CG
673
Cutler Group
California
$25K +$25K +1,197 New
COCM
674
Charter Oak Capital Management
New Hampshire
$24K -$26.1K -1,254 -52%
HIA
675
Harbor Investment Advisory
Maryland
$24K – – –
25 26
27
28 29