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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

755 hedge funds and large institutions have $5.89B invested in Schwab US Mid-Cap ETF in 2022 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 332 increasing their positions, 263 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
-11
Holders Change %
-1.44%
% of All Funds
11.95%
Holding in Top 10
91
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.09%
% of All Funds
1.44%
New
50
Increased
332
Reduced
263
Closed
50
Calls
$1.28M
Puts
$357K
Net Calls
+$920K
Net Calls Change
+$16K

Top Buyers

1
Creative Planning
1
Creative Planning
Kansas
$521M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$68.5M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$834M
4
AA
4
Advisory Alpha
Michigan
$95.4M
5
BPA
5
Beacon Pointe Advisors
California
$37.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.5M
2
BCM
2
Brookstone Capital Management
Illinois
$48.5M
3
NFG
3
Northeast Financial Group
Pennsylvania
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$3.95M
5
Ameriprise
5
Ameriprise
Minnesota
$82.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
251
AE Wealth Management
Kansas
$2.85M +$2.49M +98,412 +686%
CPIG
252
Chicago Partners Investment Group
Illinois
$2.83M +$874K +39,288 +45%
AMM
253
American Money Management
California
$2.83M +$132K +5,226 +5%
ACWM
254
Adams Chetwood Wealth Management
North Carolina
$2.82M -$423K -16,731 -13%
CA
255
Cetera Advisors
Colorado
$2.82M +$115K +4,545 +4%
LHEI
256
Leo H. Evart Inc
California
$2.81M -$40.9K -1,617 -1%
H
257
HoyleCohen
California
$2.73M +$49.2K +1,947 +2%
Northern Trust
258
Northern Trust
Illinois
$2.69M -$65.8K -2,601 -2%
BWFA
259
Baltimore-Washington Financial Advisors
Maryland
$2.66M +$2.66M +603 New
Susquehanna International Group
260
Susquehanna International Group
Pennsylvania
$2.65M -$2.18M -86,202 -45%
ISWM
261
Independent Solutions Wealth Management
New York
$2.6M -$55.5K -2,196 -2%
PMFA
262
Plante Moran Financial Advisors
Michigan
$2.56M +$2.24M +88,410 +696%
JPLA
263
Joseph P. Lucia & Associates
New York
$2.55M -$78.6K -3,108 -3%
PFT
264
Providence First Trust
Arizona
$2.54M – – –
ANTB
265
AMG National Trust Bank
Colorado
$2.48M – – –
CFG
266
Citizens Financial Group
Rhode Island
$2.48M +$13.7K +543 +0.6%
VBWMG
267
Von Berge Wealth Management Group
California
$2.46M +$53.9K +2,172 +2%
LCM
268
Leisure Capital Management
California
$2.45M -$101K -4,014 -4%
CHA
269
Carmichael Hill & Associates
Maryland
$2.45M +$12.8K +507 +0.5%
NWMG
270
National Wealth Management Group
Ohio
$2.44M -$35.9K -1,419 -1%
BAM
271
Belpointe Asset Management
Nevada
$2.42M -$346K -13,698 -13%
MIAN
272
Mariner Independent Advisor Network
Kansas
$2.42M +$408K +16,068 +20%
EFSCE
273
Enterprise Financial Services Corp (EFSC)
Missouri
$2.38M -$136K -5,373 -5%
JCIA
274
Jackson Creek Investment Advisors
Colorado
$2.38M +$222K +8,760 +10%
NIM
275
Nicollet Investment Management
Minnesota
$2.35M +$251K +9,918 +12%
9 10
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