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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
1
Financial Engines Advisors
California
$894M
2
Creative Planning
2
Creative Planning
Kansas
$577M
3
MGIA
3
Moneta Group Investment Advisors
Missouri
$76.8M
4
CSPIA
4
Cary Street Partners Investment Advisory
Virginia
$14.7M
5
Ameriprise
5
Ameriprise
Minnesota
$81.4M

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$52M
2
PRS
2
Pinkerton Retirement Specialists
Idaho
$931K
3
Bank of America
3
Bank of America
North Carolina
$10.5M
4
AWS
4
AJ Wealth Strategies
New York
$44.6M
5
AWM
5
Aries Wealth Management
Maine
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
51
National Bank of Canada
Quebec, Canada
$15.5M +$261K +12,480 +2%
DHFB
52
Dixon Hubard Feinour & Brown
Virginia
$15.5M +$639K +30,573 +4%
FC
53
Financial Consulate
Maryland
$15M +$579K +27,696 +4%
CSPIA
54
Cary Street Partners Investment Advisory
Virginia
$14.7M +$14.7M +703,350 New
BWM
55
BerganKDV Wealth Management
Minnesota
$14.5M +$139K +6,660 +1%
BSB
56
Bangor Savings Bank
Maine
$14.5M +$792K +37,890 +6%
DP
57
Denver PWM
Colorado
$14.4M +$187K +8,865 +1%
CWM
58
Campbell Wealth Management
Virginia
$14.4M +$436K +20,838 +3%
SFA
59
Seneca Financial Advisors
New York
$14.2M +$962K +46,017 +7%
CWM
60
Curi Wealth Management
North Carolina
$13.7M +$1.37M +65,706 +11%
MFGP
61
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.3M +$225K +10,770 +2%
NOI
62
Newton One Investments
Delaware
$13.2M -$138K -6,582 -1%
EWA
63
Exencial Wealth Advisors
Oklahoma
$12.5M +$766K +36,657 +7%
AMG
64
Asset Management Group
Connecticut
$12.5M -$152K -7,266 -1%
FFN
65
Focus Financial Network
Minnesota
$11.9M +$74.7K +3,573 +0.6%
PIMG
66
Patriot Investment Management Group
Tennessee
$11.6M +$93.3K +4,464 +0.8%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$11.5M -$6.9M -329,910 -37%
LIM
68
Leavell Investment Management
Alabama
$11.5M -$367K -17,562 -3%
CFMC
69
Curbstone Financial Management Corp
New Hampshire
$11.4M -$50.2K -2,400 -0.4%
IA
70
IFP Advisors
Florida
$11.3M – – –
AAIM
71
Asset Advisors Investment Management
Georgia
$11.3M -$332K -15,885 -3%
SFG
72
Sage Financial Group
Pennsylvania
$11.3M +$1.12M +53,607 +11%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$11.2M +$42.2K +2,019 +0.4%
LFS
74
Lutz Financial Services
Nebraska
$11.2M +$1.15M +54,798 +11%
VNA
75
Valley National Advisers
Pennsylvania
$11.1M +$420K +19,491 +4%
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