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

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$94.9M
2
KAS
Kestra Advisory Services
Texas
$3.24M
3
MML Investors Services
MML Investors Services
Massachusetts
$11.3M
4
HI
Harbour Investments
Wisconsin
$1.51M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
251
Northern Trust
Illinois
$2.92M +$1.82M +68,022 +167%
FHB
252
First Hawaiian Bank
Hawaii
$2.9M -$186K -6,927 -6%
CA
253
Cetera Advisors
Colorado
$2.86M -$1.86M -69,528 -39%
AMM
254
American Money Management
California
$2.86M +$183K +6,843 +7%
PAG
255
Powers Advisory Group
Illinois
$2.85M +$2.85M +106,434 New
BFEC
256
Benjamin F. Edwards & Company
Missouri
$2.85M +$124K +4,641 +5%
H
257
HoyleCohen
California
$2.85M +$234K +8,712 +9%
BWM
258
BCS Wealth Management
Tennessee
$2.85M +$502K +18,735 +21%
Cetera Investment Advisers
259
Cetera Investment Advisers
Illinois
$2.82M -$250K -9,342 -8%
ISWM
260
Independent Solutions Wealth Management
New York
$2.81M +$71.9K +2,682 +3%
BBW
261
Blue Barn Wealth
Utah
$2.79M +$183K +6,834 +7%
JPLA
262
Joseph P. Lucia & Associates
New York
$2.78M -$4.83K -180 -0.2%
LF
263
LifeSteps Financial
California
$2.72M +$303K +11,313 +13%
LCM
264
Leisure Capital Management
California
$2.71M +$48.7K +1,818 +2%
PFT
265
Providence First Trust
Arizona
$2.69M – – –
EFSCE
266
Enterprise Financial Services Corp (EFSC)
Missouri
$2.67M -$43K -1,602 -2%
ANTB
267
AMG National Trust Bank
Colorado
$2.63M – – –
NWMG
268
National Wealth Management Group
Ohio
$2.63M +$2.63M +98,055 New
CFG
269
Citizens Financial Group
Rhode Island
$2.62M +$8.78K +327 +0.3%
AF
270
Allworth Financial
California
$2.58M +$2.57M +95,739 +17,158%
CHA
271
Carmichael Hill & Associates
Maryland
$2.58M +$24K +894 +0.9%
SHJ
272
Sharkey, Howes & Javer
Colorado
$2.54M -$111K -4,134 -4%
CFS
273
CRA Financial Services
New Jersey
$2.5M +$154K +5,748 +7%
SLT
274
St Louis Trust
Missouri
$2.5M – – –
VBWMG
275
Von Berge Wealth Management Group
California
$2.41M +$2.41M +96,942 New
9 10
11
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