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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 %
MWM
276
Minot Wealth Management
Massachusetts
$2.35M -$455K -18,000 -16%
DWMG
277
DB Wealth Management Group
California
$2.35M +$346K +13,686 +17%
CFS
278
CRA Financial Services
New Jersey
$2.34M -$15.6K -618 -0.7%
HA
279
HC Advisors
Georgia
$2.33M +$119K +4,695 +5%
YWP
280
YorkBridge Wealth Partners
New York
$2.3M +$82.9K +3,279 +4%
BWM
281
BCS Wealth Management
Tennessee
$2.29M -$392K -15,489 -15%
SFA
282
Souders Financial Advisors
Ohio
$2.29M +$110K +4,332 +5%
PA
283
Pinnacle Associates
New York
$2.27M +$442K +17,469 +24%
SWM
284
SeaCrest Wealth Management
New York
$2.23M -$1.14K -45 -0.1%
SIA
285
SkyView Investment Advisors
New Jersey
$2.21M -$1.99M -85,863 -47%
SHJ
286
Sharkey, Howes & Javer
Colorado
$2.19M -$205K -8,112 -9%
WANY
287
Wealthspire Advisors (New York)
New York
$2.17M +$36K +1,422 +2%
AF
288
Advisornet Financial
Minnesota
$2.14M -$2.14M -84,492 -50%
PWA
289
Peterson Wealth Advisors
Utah
$2.14M -$4.7K -186 -0.2%
JWA
290
JFS Wealth Advisors
Pennsylvania
$2.1M -$63.9K -2,526 -3%
JWS
291
Juncture Wealth Strategies
Arizona
$2.06M -$58.1K -2,298 -3%
WP
292
WealthShield Partners
North Carolina
$2.02M +$2.02M +79,794 New
VCM
293
Vision Capital Management
Oregon
$2M -$99.8K -3,948 -5%
PCMC
294
Private Capital Management (Colorado)
Colorado
$1.98M -$29.6K -1,170 -1%
SWA
295
Sutton Wealth Advisors
Florida
$1.96M -$3.19K -126 -0.2%
PWMAG
296
Pinnacle Wealth Management Advisory Group
New Jersey
$1.93M +$442K +17,460 +30%
CWM
297
Chesapeake Wealth Management
Virginia
$1.9M -$54.5K -2,154 -3%
PCA
298
Permit Capital Advisors
Pennsylvania
$1.89M +$1.89M +74,373 New
SFP
299
Strategic Financial Planning
Texas
$1.84M -$340K -13,461 -16%
WW
300
Waterfront Wealth
Kansas
$1.83M -$39.1K -1,575 -2%
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