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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
+$204M
2
Creative Planning
Creative Planning
Kansas
+$147M
3
MGIA
Moneta Group Investment Advisors
Missouri
+$25.3M
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
+$14.7M
5
Ameriprise
Ameriprise
Minnesota
+$13.4M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$28.7M
2
PRS
Pinkerton Retirement Specialists
Idaho
-$23.8M
3
Bank of America
Bank of America
North Carolina
-$14.7M
4
AWS
AJ Wealth Strategies
New York
-$13.7M
5
AWM
Aries Wealth Management
Maine
-$13.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
176
Smithbridge Asset Management
Pennsylvania
$3.97M -$21.4K -1,023 -0.5%
ACM
177
AlphaStar Capital Management
North Carolina
$3.94M +$384K +18,363 +11%
GCP
178
Gill Capital Partners
Colorado
$3.86M – – –
YIA
179
YHB Investment Advisors
Connecticut
$3.84M -$226K -10,788 -6%
SDWMA
180
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.83M +$344K +16,449 +10%
WFAG
181
Wescott Financial Advisory Group
Pennsylvania
$3.81M +$12.8K +612 +0.3%
SS
182
Sunbelt Securities
Texas
$3.8M +$144K +6,894 +4%
CPIG
183
Chicago Partners Investment Group
Illinois
$3.77M +$832K +36,084 +28%
EFG
184
Everhart Financial Group
Ohio
$3.72M -$20.5K -981 -0.5%
SPA
185
Sentinel Pension Advisors
Massachusetts
$3.69M -$34.8K -1,665 -0.9%
SBL
186
Sargent Bickham Lagudis
Colorado
$3.68M -$1.51K -72 -0%
FTS
187
Fifth Third Securities
Ohio
$3.66M +$3.66M +175,224 New
BP
188
Broadleaf Partners
Ohio
$3.6M -$98.2K -4,698 -3%
MAM
189
Marquette Asset Management
Minnesota
$3.59M -$867K -41,448 -19%
CA
190
Clearstead Advisors
Ohio
$3.58M +$135K +6,477 +4%
AWA
191
Acorn Wealth Advisors
Michigan
$3.57M +$8.22K +393 +0.2%
MSFS
192
Main Street Financial Solutions
Pennsylvania
$3.54M -$17.2K -822 -0.5%
CCFM
193
Clear Creek Financial Management
Washington
$3.4M +$228K +10,920 +7%
CWA
194
Carolina Wealth Advisors
South Carolina
$3.36M -$66.9K -3,198 -2%
B
195
Brightworth
Georgia
$3.36M -$41.5K -1,986 -1%
PMFA
196
Plante Moran Financial Advisors
Michigan
$3.35M +$1.23M +59,064 +58%
PWA
197
Providence Wealth Advisors
Illinois
$3.34M -$185K -8,784 -5%
MAM
198
McCarthy Asset Management
California
$3.32M -$68.2K -3,261 -2%
EFS
199
Econ Financial Services
Pennsylvania
$3.32M +$434K +20,757 +15%
VA
200
Valmark Advisers
Ohio
$3.31M +$157K +7,488 +5%
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