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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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$894M 14,250,532 +3,254,049 +30%
Creative Planning
2
Creative Planning
Kansas
$577M 9,202,926 +2,335,725 +34%
HighTower Advisors
3
HighTower Advisors
Illinois
$217M 3,465,516 -118,981 -3%
PCIA
4
Prime Capital Investment Advisors
Kansas
$110M 1,757,765 +78,740 +5%
UBS Group
5
UBS Group
Switzerland
$110M 1,747,950 -48,403 -3%
BBA
6
BLB&B Advisors
Pennsylvania
$89M 1,418,077 -2,193 -0.2%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$88M 1,402,732 +55,542 +4%
Ameriprise
8
Ameriprise
Minnesota
$81.4M 1,296,866 +214,236 +20%
AA
9
Advisory Alpha
Michigan
$81.1M 1,292,313 +34,905 +3%
MGIA
10
Moneta Group Investment Advisors
Missouri
$76.8M 1,223,689 +403,507 +49%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$70.2M 1,119,716 +2,861 +0.3%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$69.3M 1,104,205 +200,966 +22%
OIA
13
OneDigital Investment Advisors
Kansas
$65.4M 1,042,197 -19,639 -2%
FFA
14
Fragasso Financial Advisors
Pennsylvania
$61.1M 974,346 +11,371 +1%
JFG
15
JMG Financial Group
Illinois
$59.1M 942,021 -94,251 -9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$57.6M 917,445 -22,271 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$52M 829,057 -457,693 -36%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$45.2M 720,639 -18,908 -3%
AWS
19
AJ Wealth Strategies
New York
$44.6M 710,381 -218,980 -24%
Cerity Partners
20
Cerity Partners
New York
$43.9M 699,330 +13,933 +2%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$41.2M 638,584 +54,409 +9%
LPL Financial
22
LPL Financial
California
$37.7M 601,422 +19,243 +3%
AT
23
American Trust
Kentucky
$37M 589,400 -8,894 -1%
HSA
24
HBK Sorce Advisory
Pennsylvania
$35.8M 571,185 +2,644 +0.5%
Mariner
25
Mariner
Kansas
$34.7M 553,705 +34,886 +7%
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