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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 %
PAI
101
Pittenger & Anderson Inc
Nebraska
$8.18M +$49.8K +2,382 +0.6%
HWM
102
HB Wealth Management
Georgia
$8.06M +$5.21M +249,108 +183%
PFM
103
Peak Financial Management
Massachusetts
$7.9M +$64.5K +3,084 +0.8%
APW
104
Aurora Private Wealth
New Jersey
$7.81M +$125K +5,979 +2%
HFS
105
Horizon Financial Services
North Carolina
$7.74M +$15.6K +747 +0.2%
SJIM
106
St. Johns Investment Management
Florida
$7.63M -$165K -7,872 -2%
AWC
107
Adamsbrown Wealth Consultants
Kansas
$7.42M -$223K -10,677 -3%
BAM
108
Berkshire Asset Management
Pennsylvania
$7.28M +$775K +37,086 +12%
CCA
109
Clearwater Capital Advisors
Illinois
$7.24M -$338K -16,176 -4%
ATWA
110
Arbor Trust Wealth Advisors
Michigan
$7.24M +$104K +4,983 +1%
SIG
111
Spinnaker Investment Group
California
$7.17M -$554K -26,508 -7%
LCC
112
Lincoln Capital Corp
Rhode Island
$7.14M +$143K +6,843 +2%
TPW
113
Tiller Private Wealth
Pennsylvania
$7.14M +$797K +38,112 +13%
LF
114
Lee Financial
Texas
$7.06M -$185K -8,826 -3%
UCFA
115
United Capital Financial Advisors
Texas
$7M -$2.97M -141,945 -30%
EVM
116
Eaton Vance Management
Massachusetts
$6.77M +$212K +10,128 +3%
CA
117
Capital Advantage
California
$6.76M +$252K +12,072 +4%
Jones Financial Companies
118
Jones Financial Companies
Missouri
$6.75M -$330K -15,789 -5%
MWM
119
Meridian Wealth Management
Kentucky
$6.74M +$5.53M +264,657 +458%
TLP
120
Trinity Legacy Partners
Texas
$6.66M -$6.11K -288 -0.1%
MWP
121
Meridian Wealth Partners
Pennsylvania
$6.6M -$553K -26,445 -8%
RWA
122
Rainsberger Wealth Advisors
Colorado
$6.59M -$2.7K -129 -0%
RRC
123
Relaxing Retirement Coach
Massachusetts
$6.53M -$227K -10,869 -3%
EE
124
EWG Elevate
California
$6.49M +$92.1K +4,404 +1%
NCMW
125
Northern Capital Management (Washington)
Washington
$6.47M -$1.72M -82,026 -21%
3 4
5
6 7