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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 %
SWM
276
SeaCrest Wealth Management
New York
$2.37M -$193K -7,212 -8%
YWP
277
YorkBridge Wealth Partners
New York
$2.35M -$1.77M -66,108 -43%
HA
278
HC Advisors
Georgia
$2.34M -$9.65K -360 -0.4%
SFP
279
Strategic Financial Planning
Texas
$2.31M -$171K -6,378 -7%
SFA
280
Souders Financial Advisors
Ohio
$2.31M +$151K +5,628 +7%
JWA
281
JFS Wealth Advisors
Pennsylvania
$2.29M -$12.8K -477 -0.6%
JCIA
282
Jackson Creek Investment Advisors
Colorado
$2.29M +$118K +4,395 +5%
PWA
283
Peterson Wealth Advisors
Utah
$2.27M -$34.6K -1,290 -2%
WANY
284
Wealthspire Advisors (New York)
New York
$2.27M -$2.74K -102 -0.1%
JWS
285
Juncture Wealth Strategies
Arizona
$2.25M +$249K +9,282 +12%
VCM
286
Vision Capital Management
Oregon
$2.23M +$13.2K +492 +0.6%
NIM
287
Nicollet Investment Management
Minnesota
$2.23M +$418K +15,594 +23%
IWC
288
Integrated Wealth Concepts
Massachusetts
$2.21M -$875K -32,649 -28%
CPIG
289
Chicago Partners Investment Group
Illinois
$2.19M +$798K +32,070 +57%
QCM
290
Quest Capital Management
Texas
$2.18M +$2.18M +81,303 New
PCMC
291
Private Capital Management (Colorado)
Colorado
$2.14M -$124K -4,611 -5%
MIAN
292
Mariner Independent Advisor Network
Kansas
$2.13M -$326K -12,129 -13%
DWMG
293
DB Wealth Management Group
California
$2.12M +$109K +4,083 +5%
SWA
294
Sutton Wealth Advisors
Florida
$2.08M -$26.1K -975 -1%
CWM
295
Chesapeake Wealth Management
Virginia
$2.08M -$163K -6,090 -7%
WA
296
WBH Advisory
Maryland
$2.02M +$388K +14,481 +24%
WW
297
Waterfront Wealth
Kansas
$2.01M -$153K -5,694 -7%
BRWA
298
B. Riley Wealth Advisors
Florida
$1.99M -$16.4K -612 -0.8%
AIA
299
Armor Investment Advisors
North Carolina
$1.99M -$416K -15,531 -17%
PFGIA
300
Patriot Financial Group Insurance Agency
Massachusetts
$1.94M +$109K +4,047 +6%
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