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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

766 hedge funds and large institutions have $6.09B invested in Schwab US Mid-Cap ETF in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 311 increasing their positions, 225 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
766
Holders Change
+77
Holders Change %
+11.18%
% of All Funds
11.83%
Holding in Top 10
92
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.55%
% of All Funds
1.42%
New
130
Increased
311
Reduced
225
Closed
33
Calls
$1.28M
Puts
$378K
Net Calls
+$904K
Net Calls Change
+$695K

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$814M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$267M
3
Cerity Partners
3
Cerity Partners
New York
$55.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$70.5M
5
SC
5
Savant Capital
Illinois
$23.1M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$94.9M
2
KAS
2
Kestra Advisory Services
Texas
$3.24M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$11.3M
4
HI
4
Harbour Investments
Wisconsin
$1.51M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
226
Ameritas Advisory Services
Nebraska
$3.62M +$3.62M +134,997 New
MAS
227
Madden Advisory Services
Florida
$3.58M +$189K +7,032 +6%
HWM
228
HB Wealth Management
Georgia
$3.54M +$3.54M +131,940 New
TFS
229
TrustCore Financial Services
Tennessee
$3.49M -$1.1M -41,184 -24%
SWM
230
Southern Wealth Management
Texas
$3.47M -$213K -7,938 -6%
EW
231
Element Wealth
Mississippi
$3.46M -$812K -30,294 -19%
ACWM
232
Adams Chetwood Wealth Management
North Carolina
$3.44M -$542K -20,211 -14%
CFA
233
Cahill Financial Advisors
Minnesota
$3.41M -$20.1K -750 -0.6%
FCC
234
Flower City Capital
New York
$3.4M +$3.4M +126,804 New
FCM
235
Fortis Capital Management
Washington
$3.35M +$777K +28,971 +30%
SAF
236
Smith Anglin Financial
Texas
$3.34M -$129K -4,815 -4%
ACA
237
Atlas Capital Advisors
Wyoming
$3.33M -$298K -11,112 -8%
PWM
238
Perigon Wealth Management
California
$3.3M +$667K +24,861 +25%
BA
239
Bristlecone Advisors
Washington
$3.29M +$79.2K +2,952 +2%
MG
240
Mather Group
Illinois
$3.25M +$130K +4,845 +4%
KAS
241
Kestra Advisory Services
Texas
$3.24M -$39.6M -1,477,731 -92%
PFA
242
Pinnacle Family Advisors
Missouri
$3.22M +$451K +16,827 +16%
CF
243
Centaurus Financial
California
$3.2M -$63.1K -2,355 -2%
TWM
244
Tradition Wealth Management
Minnesota
$3.19M -$154K -5,751 -5%
CFO
245
Collective Family Office
Pennsylvania
$3.19M -$118K -4,410 -4%
MTIC
246
Missouri Trust & Investment Company
Missouri
$3.17M +$3.17M +118,401 New
RWA
247
River Wealth Advisors
Pennsylvania
$3.09M -$75.5K -2,817 -2%
LHEI
248
Leo H. Evart Inc
California
$3.02M +$3.02M +112,743 New
MWM
249
Minot Wealth Management
Massachusetts
$2.98M +$483K +18,000 +19%
BAM
250
Belpointe Asset Management
Nevada
$2.93M -$384K -14,340 -12%
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