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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 %
LPP
701
Life Planning Partners
Florida
$11K – – –
AA
702
Ancora Advisors
Ohio
$11K +$11K +504 New
FFA
703
Fairfield Financial Advisors
Massachusetts
$10.1K +$63 +3 +0.6%
RDIA
704
RE Dickinson Investment Advisors
Iowa
$9.37K +$237 +11,310 +3%
HCM
705
Horrell Capital Management
Arkansas
$8K – – –
HS
706
Horan Securities
United States
$8K – – –
TRCT
707
Tower Research Capital (TRC)
New York
$7K +$2.35K +114 +51%
SC
708
Stephens Consulting
Michigan
$6.46K – – –
BCMLT
709
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K – – –
HDIM
710
Hanson & Doremus Investment Management
Vermont
$5K – – –
GI
711
GS Investments
Minnesota
$5K – – –
M1FG
712
Mach-1 Financial Group
Arkansas
$5K +$5K +255 New
BAM
713
Bellevue Asset Management
Washington
$4K – – –
EL
714
EMFO LLC
Florida
$4K – – –
PIP
715
Peachtree Investment Partners
Florida
$4K +$57 +3 +1%
GIA
716
Goodwin Investment Advisory
Georgia
$3.39K -$11.4K -543 -77%
CAAS
717
Capital Asset Advisory Services
Michigan
$3K – – –
BTI
718
Blue Trust Inc
Georgia
$3K +$3K +126 New
TCWM
719
Total Clarity Wealth Management
Illinois
$3K +$3K +150 New
CWP
720
Concord Wealth Partners
Virginia
$2K -$2.29K -96 -53%
HFS
721
Hantz Financial Services
Michigan
$2K – – –
JWM
722
Janiczek Wealth Management
Colorado
$2K – – –
SCA
723
Stonebridge Capital Advisors
Minnesota
$2K – – –
DI
724
Disciplined Investments
Oklahoma
$2K – – –
TFM
725
TFC Financial Management
Massachusetts
$2K – – –
27 28
29
30 31