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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 %
TFM
726
TFC Financial Management
Massachusetts
$2K – – –
1IA
727
1834 Investment Advisors
Wisconsin
$2K – – –
CFGS
728
Concourse Financial Group Securities
Alabama
$1K -$8.29K -522 -89%
JFA
729
JNBA Financial Advisors
Minnesota
$1K – – –
CFN
730
Cordasco Financial Network
Florida
$1K +$1K +60 New
MRCM
731
M&R Capital Management
New Jersey
$1K +$1K +75 New
Bank of Montreal
732
Bank of Montreal
Ontario, Canada
$225 -$24 -1,089 -10%
AWM
733
Aries Wealth Management
Maine
– -$13.4M -530,460 Closed
BSAM
734
Blue Square Asset Management
New York
– -$13.1M -517,812 Closed
FANJ
735
Financial Architects (New Jersey)
New Jersey
– -$7.05M -278,871 Closed
SL
736
Systelligence LLC
Minnesota
– -$6.98M -275,874 Closed
MWM
737
Minot Wealth Management
Massachusetts
– -$2.35M -93,000 Closed
CI
738
Cordant Inc
Oregon
– -$908K -35,892 Closed
FAIM
739
Financial Advocates Investment Management
Washington
– -$892K -35,286 Closed
FFA
740
First Foundation Advisors
California
– -$856K -33,840 Closed
AIP
741
Almanack Investment Partners
Pennsylvania
– -$808K -31,968 Closed
CIA
742
Capital Investment Advisors
Georgia
– -$502K -19,866 Closed
WWM
743
Windsor Wealth Management
Indiana
– -$424K -17,109 Closed
CI
744
Chartist Inc
California
– -$404K -15,990 Closed
BG
745
Benedetti & Gucer
Georgia
– -$390K -15,456 Closed
TFA
746
Trinity Financial Advisors
Ohio
– -$377K -14,901 Closed
TSS
747
Two Sigma Securities
New York
– -$352K -13,923 Closed
OCM
748
Orser Capital Management
Texas
– -$284K -11,238 Closed
APP
749
Avantax Planning Partners
Iowa
– -$268K -10,581 Closed
TWP
750
TFO Wealth Partners
Ohio
– -$252K -9,969 Closed
28 29
30
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