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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 %
SWA
126
Sightline Wealth Advisors
Connecticut
$6.44M -$7.75K -372 -0.1%
MCC
127
Money Concepts Capital
Florida
$6.41M +$189K +8,898 +3%
SFWC
128
Strategic Family Wealth Counselors
New Jersey
$6.4M +$273K +13,053 +4%
CMP
129
Courage Miller Partners
Virginia
$6.39M +$46.2K +2,211 +0.7%
OAM
130
Oak Asset Management
California
$6.39M +$6.39M +305,421 New
AI
131
Atria Investments
North Carolina
$6.32M +$2.2M +105,294 +53%
DFA
132
DHJJ Financial Advisors
Illinois
$6.18M +$207K +9,864 +3%
SA
133
Scarborough Advisors
Maryland
$6.15M -$1M -47,985 -14%
ECM
134
Exchange Capital Management
Michigan
$6.12M -$86.7K -4,149 -1%
MCM
135
MAI Capital Management
Ohio
$6.08M +$48.1K +2,298 +0.8%
AIM
136
Anchor Investment Management
South Carolina
$5.79M +$160K +7,659 +3%
CWM
137
Congress Wealth Management
Massachusetts
$5.72M +$344K +16,476 +6%
PA
138
Procyon Advisors
Connecticut
$5.72M +$2.28M +109,209 +67%
KF
139
Krilogy Financial
Missouri
$5.7M -$215K -10,278 -4%
AWM
140
Avior Wealth Management
Nebraska
$5.7M +$5.71K +273 +0.1%
B
141
Bensler
Washington
$5.64M -$132K -6,309 -2%
CAM
142
Cresset Asset Management
Illinois
$5.6M +$1.3M +62,118 +30%
AFP
143
Ausdal Financial Partners
Iowa
$5.49M -$757K -36,213 -12%
Baird Financial Group
144
Baird Financial Group
Wisconsin
$5.44M -$2.35M -112,170 -30%
VFIC
145
Valley Forge Investment Consultants
Pennsylvania
$5.39M +$24.8K +1,188 +0.5%
JWBC
146
John W. Brooker & Co
California
$5.36M +$47.7K +2,283 +0.9%
Stifel Financial
147
Stifel Financial
Missouri
$5.35M +$640K +30,618 +14%
NDSI
148
Newman Dignan & Sheerar Inc
Rhode Island
$5.32M +$61.2K +2,925 +1%
BFEC
149
Benjamin F. Edwards & Company
Missouri
$5.31M +$2.95M +140,964 +125%
SFMG
150
Sage Financial Management Group
Virginia
$5.29M +$68.9K +3,294 +1%
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