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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.

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 %
OFG
76
Omega Financial Group
California
$11.1M -$26.6K -1,272 -0.2%
HG
77
Harbor Group
New Hampshire
$11.1M -$48.2K -2,307 -0.4%
FWP
78
FAS Wealth Partners
Kansas
$10.8M +$175K +8,370 +2%
RWP
79
Revolve Wealth Partners
New Jersey
$10.7M -$327K -15,615 -3%
PAG
80
Private Advisor Group
New Jersey
$10.6M -$3M -143,310 -22%
TSWM
81
Triangle Securities Wealth Management
North Carolina
$10.5M +$46.4K +2,220 +0.4%
Bank of America
82
Bank of America
North Carolina
$10.5M -$14.7M -701,877 -58%
BFG
83
Berger Financial Group
Minnesota
$10.4M +$188K +9,003 +2%
FNC
84
First National Corp
Massachusetts
$10.3M +$91.5K +4,374 +0.9%
OWA
85
Opal Wealth Advisors
New York
$10.2M -$151K -7,233 -1%
Goldman Sachs
86
Goldman Sachs
New York
$10.1M -$44.4K -2,121 -0.4%
HNW
87
High Note Wealth
Minnesota
$9.94M -$4.71K -225 -0%
JPMPWA
88
J.P. Morgan Private Wealth Advisors
California
$9.57M -$1.51M -72,255 -14%
IAS
89
IMA Advisory Services
Colorado
$9.54M +$557K +26,634 +6%
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$9.5M +$225K +10,740 +2%
MMA
91
Miracle Mile Advisors
California
$9.28M +$1M +47,826 +12%
Truist Financial
92
Truist Financial
North Carolina
$9.27M -$292K -13,983 -3%
PWA
93
Pillar Wealth Advisors
Pennsylvania
$9M +$46.9K +2,241 +0.5%
NYLIM
94
New York Life Investment Management
New York
$8.92M -$721K -34,470 -7%
ACA
95
Affinity Capital Advisors
California
$8.87M +$356K +17,046 +4%
KBFS
96
Kohmann Bosshard Financial Services
Ohio
$8.76M -$537K -25,692 -6%
JIC
97
Johnson Investment Counsel
Ohio
$8.69M -$131K -6,276 -1%
AWMG
98
Alliance Wealth Management Group
New Jersey
$8.59M -$256K -12,246 -3%
TCM
99
Towercrest Capital Management
Pennsylvania
$8.59M -$256K -12,246 -3%
MML Investors Services
100
MML Investors Services
Massachusetts
$8.44M +$47.1K +2,253 +0.6%
2 3
4
5 6