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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 %
SC
751
Scotia Capital
Ontario, Canada
– -$251K -9,924 Closed
PG
752
Patten Group
Tennessee
– -$243K -9,627 Closed
SCA
753
STALEY CAPITAL ADVISERS
Pennsylvania
– -$241K -9,528 Closed
CAP
754
Columbia Advisory Partners
Washington
– -$236K -9,333 Closed
CSIC
755
Clifford Swan Investment Counsel
California
– -$235K -9,303 Closed
MCCP
756
Mission Creek Capital Partners
California
– -$235K -9,282 Closed
RPGK
757
Retirement Planning Group (Kansas)
Kansas
– -$233K -9,204 Closed
SI
758
Stephens Inc
Arkansas
– -$231K -9,120 Closed
BWM
759
BNC Wealth Management
Oregon
– -$231K -9,120 Closed
WIA
760
World Investment Advisors
California
– -$226K -8,946 Closed
GC
761
Gratus Capital
Georgia
– -$218K -8,622 Closed
CIP
762
Capital Insight Partners
Arizona
– -$216K -8,553 Closed
IWC
763
Integrated Wealth Concepts
Massachusetts
– -$212K -8,376 Closed
CIBC Private Wealth Group
764
CIBC Private Wealth Group
Georgia
– -$209K -8,268 Closed
WCFA
765
Walkner Condon Financial Advisors
Wisconsin
– -$205K -8,088 Closed
NCM
766
Next Capital Management
New York
– -$204K -8,058 Closed
AWA
767
Arete Wealth Advisors
Illinois
– -$202K -7,983 Closed
FMN
768
Financial Management Network
California
– -$203K -7,953 Closed
SI
769
Shaker Investments
Ohio
– -$201K -7,947 Closed
B
770
Bellecapital
Switzerland
– -$200K -7,923 Closed
MFA
771
McClarren Financial Advisors
Pennsylvania
– -$94K -3,717 Closed
BFC
772
Bedel Financial Consulting
Indiana
– -$78K -3,096 Closed
ADL
773
Asset Dedication LLC
California
– -$61K -2,418 Closed
EWM
774
EPG Wealth Management
Georgia
– -$25K -993 Closed
LWMNY
775
Landmark Wealth Management (New York)
New York
– -$280 -840 Closed
28 29 30
31
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