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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 %
PA
301
Pinnacle Associates
New York
$1.94M +$21.2K +789 +1%
KIA
302
KCM Investment Advisors
California
$1.93M -$40.2K -1,500 -2%
WKSWA
303
White Knight Strategic Wealth Advisors
New Jersey
$1.88M +$1.88M +70,011 New
SWM
304
Spire Wealth Management
Virginia
$1.87M -$7.16K -267 -0.4%
IAN
305
Integrated Advisors Network
Texas
$1.86M +$55.8K +2,082 +3%
CA
306
Continuum Advisory
Idaho
$1.86M +$201K +7,503 +12%
WOSD
307
WFA of San Diego
California
$1.79M +$1.13K +42 +0.1%
AL
308
ACAS LLC
California
$1.78M -$17.9K -666 -1%
FBB
309
Fulton Breakefield Broenniman
Maryland
$1.78M +$10.6K +396 +0.6%
IF
310
Ironwood Financial
Arizona
$1.76M -$22.6K -843 -1%
FC
311
Fulcrum Capital
Washington
$1.73M -$613K -22,878 -26%
PAMG
312
Patton Albertson Miller Group
Tennessee
$1.72M -$4.18K -156 -0.2%
IWP
313
IAG Wealth Partners
Wisconsin
$1.72M +$13.1K +489 +0.8%
MFC
314
Morris Financial Concepts
South Carolina
$1.71M +$1.71M +63,891 New
FA
315
Fagan Associates
New York
$1.7M -$13.1K -489 -0.8%
DWM
316
Destination Wealth Management
California
$1.7M -$47.3K -1,764 -3%
LWM
317
Laidlaw Wealth Management
New York
$1.69M +$1.69M +63,189 New
MMHP
318
Murphy Middleton Hinkle & Parker
Georgia
$1.68M +$137K +5,094 +9%
ECG
319
Edge Capital Group
Georgia
$1.68M +$483 +18 +0%
KTC
320
Kistler-Tiffany Companies
Pennsylvania
$1.68M -$20.4K -762 -1%
BCWM
321
Bartlett & Co Wealth Management
Ohio
$1.67M +$63.3K +2,358 +4%
BC
322
Bartlett & Co
Ohio
$1.67M +$63.3K +2,358 +4%
BL
323
BFSG LLC
California
$1.66M +$90.7K +3,381 +6%
SPP
324
Single Point Partners
Massachusetts
$1.63M +$1.63M +60,807 New
AWM
325
Apollon Wealth Management
South Carolina
$1.62M +$1M +42,126 +162%
11 12
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