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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 %
LIM
151
Lathrop Investment Management
Arkansas
$5.27M -$76.8K -3,675 -1%
GCA
152
Gradient Capital Advisors
California
$5.25M +$477K +22,809 +10%
EL
153
Essex LLC
Illinois
$5.23M +$40.1K +1,920 +0.8%
BSW
154
Buckingham Strategic Wealth
Missouri
$5.22M +$14.2K +678 +0.3%
TYCC
155
Texas Yale Capital Corp
Florida
$5.17M -$268K -12,831 -5%
BAMG
156
Brand Asset Management Group
Missouri
$5.15M +$158K +7,557 +3%
BDF
157
Black Diamond Financial
Maryland
$5.11M -$213K -10,194 -4%
KCPG
158
Kavar Capital Partners Group
Kansas
$5.05M +$345K +16,503 +7%
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$5.02M -$253K -12,084 -5%
NCM
160
Northwest Capital Management
Oregon
$4.99M -$428K -20,472 -8%
CCM
161
Colorado Capital Management
Colorado
$4.85M +$210K +10,050 +5%
PFA
162
Pure Financial Advisors
California
$4.69M +$524K +25,068 +13%
HWA
163
Hilltop Wealth Advisors
North Carolina
$4.66M +$558K +26,667 +14%
NRI
164
NFP Retirement Inc
California
$4.63M +$623K +29,814 +16%
SWM
165
Sculati Wealth Management
Michigan
$4.63M +$5.21K +249 +0.1%
WTC
166
WhitTier Trust Company
Nevada
$4.58M +$582K +27,852 +15%
WMG
167
WESCAP Management Group
California
$4.57M -$139K -6,666 -3%
MA
168
MBA Advisors
Pennsylvania
$4.51M +$235K +11,241 +5%
AF
169
Allworth Financial
California
$4.49M +$1.97M +94,227 +78%
CCM
170
Coldstream Capital Management
Washington
$4.26M +$628K +30,051 +17%
CF
171
Cantor Fitzgerald
New York
$4.21M +$4.21M +201,261 New
CCWA
172
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.17M -$10.7K -513 -0.3%
RDWM
173
Red Door Wealth Management
Tennessee
$4.14M +$34.5K +1,650 +0.8%
LA
174
LexAurum Advisors
Kansas
$4.03M +$826K +39,504 +26%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$3.99M +$1.8M +86,004 +82%
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