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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 %
AOWM
201
Alpha Omega Wealth Management
Virginia
$3.3M +$105K +5,016 +3%
AAS
202
Ameritas Advisory Services
Nebraska
$3.29M +$417K +19,965 +15%
MA
203
Mutual Advisors
Nebraska
$3.28M +$475K +22,716 +17%
TFS
204
TrustCore Financial Services
Tennessee
$3.27M -$87.3K -4,173 -3%
GVAG
205
Great Valley Advisor Group
Delaware
$3.27M +$218K +10,440 +7%
MCM
206
Mengis Capital Management
Oregon
$3.17M +$58.7K +2,808 +2%
JWS
207
Juncture Wealth Strategies
Arizona
$3.16M +$1.46M +69,612 +85%
LBC
208
Lowe Brockenbrough & Co
Virginia
$3.16M +$7.21K +345 +0.2%
SW
209
Simplicity Wealth
New Jersey
$3.13M -$1.87M -89,499 -37%
MTIC
210
Missouri Trust & Investment Company
Missouri
$3.09M +$424K +20,265 +16%
Royal Bank of Canada
211
Royal Bank of Canada
Ontario, Canada
$3.08M +$175K +8,358 +6%
BBPWM
212
Blue Bell Private Wealth Management
Pennsylvania
$3.06M +$66.8K +3,192 +2%
WSTAM
213
Wilbanks Smith & Thomas Asset Management
Virginia
$3.04M -$3.58K -171 -0.1%
AMM
214
American Money Management
California
$3.03M +$687K +32,847 +29%
AllianceBernstein
215
AllianceBernstein
Tennessee
$3.02M -$252K -12,054 -8%
SWM
216
Southern Wealth Management
Texas
$2.97M +$238K +11,379 +9%
FCM
217
Fortis Capital Management
Washington
$2.97M -$424K -20,298 -13%
PSIWM
218
Paradigm Strategies in Wealth Management
Minnesota
$2.96M -$38.1K -1,824 -1%
RC
219
Roundview Capital
New Jersey
$2.86M -$76.3K -3,648 -3%
BWL
220
Bogart Wealth LLC
Virginia
$2.86M -$335K -16,038 -11%
MAS
221
Madden Advisory Services
Florida
$2.85M -$33K -1,578 -1%
UIA
222
Ulland Investment Advisors
Minnesota
$2.8M -$58.3K -2,790 -2%
SLT
223
St Louis Trust
Missouri
$2.79M +$425K +20,310 +18%
NA
224
NewEdge Advisors
Louisiana
$2.77M -$295K -14,088 -10%
KAS
225
Kestra Advisory Services
Texas
$2.75M +$32.7K +1,566 +1%
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