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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 %
TC
676
Truvestments Capital
Florida
$23K +$23K +1,122 New
BCM
677
Blume Capital Management
California
$22K – – –
BWA
678
BDO Wealth Advisors
Florida
$22K +$62 +3 +0.3%
AC
679
AlphaCore Capital
California
$22K +$63 +3 +0.3%
EI
680
Ellevest Inc
New York
$22K +$125 +6 +0.6%
SAM
681
Strategic Asset Management
Minnesota
$21K – – –
CCA
682
Column Capital Advisors
Indiana
$20K -$81.8K -3,900 -80%
GT
683
Glenmede Trust
Pennsylvania
$19K -$4.83K -240 -20%
PO
684
Private Ocean
California
$18K – – –
AWM
685
Atticus Wealth Management
Florida
$18K – – –
AAP
686
Arax Advisory Partners
Colorado
$16K -$1K -48 -6%
LDFR
687
Lehman & Derafelo Financial Resources
Pennsylvania
$16K +$16K +744 New
LCM
688
Logan Capital Management
Pennsylvania
$15K -$2.99K -141 -17%
SIAP
689
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K – – –
PFA
690
Professional Financial Advisors
Nebraska
$14K -$8.54K -408 -38%
VWM
691
Valley Wealth Managers
New Jersey
$14K +$14K +657 New
CA
692
CoreCap Advisors
Michigan
$14K +$14K +657 New
HBW
693
Hazlett, Burt & Watson
West Virginia
$13K – – –
BFPW
694
BOK Financial Private Wealth
Colorado
$13K +$13K +612 New
FCMT
695
Founders Capital Management (Texas)
Texas
$13K +$12.6K +618 +3,433%
HF
696
Halpern Financial
Virginia
$12.5K – – –
BFG
697
Baron Financial Group
New Jersey
$12.5K – – –
AssetMark Inc
698
AssetMark Inc
California
$12K -$963K -45,750 -99%
OHWP
699
Oak Harbor Wealth Partners
North Carolina
$12K – – –
ME
700
McIlrath & Eck
Washington
$12K +$2.68K +132 +29%
26 27
28
29 30