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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 %
SWM
301
Spire Wealth Management
Virginia
$1.82M +$49.8K +1,971 +3%
AIA
302
Armor Investment Advisors
North Carolina
$1.81M -$65.7K -2,598 -4%
PFGIA
303
Patriot Financial Group Insurance Agency
Massachusetts
$1.77M -$57.2K -2,262 -3%
WKSWA
304
White Knight Strategic Wealth Advisors
New Jersey
$1.75M -$18.1K -714 -1%
IAN
305
Integrated Advisors Network
Texas
$1.75M -$9.86K -390 -0.6%
FBB
306
Fulton Breakefield Broenniman
Maryland
$1.71M +$26.6K +1,050 +2%
AL
307
ACAS LLC
California
$1.68M +$1.21K +48 +0.1%
WOSD
308
WFA of San Diego
California
$1.68M -$9.4K -372 -0.6%
KIA
309
KCM Investment Advisors
California
$1.68M -$140K -5,553 -8%
WA
310
WBH Advisory
Maryland
$1.68M -$137K -5,697 -8%
MFC
311
Morris Financial Concepts
South Carolina
$1.67M +$58.5K +2,313 +4%
IF
312
Ironwood Financial
Arizona
$1.66M +$1.9K +75 +0.1%
GRP
313
Global Retirement Partners
California
$1.64M +$1.64M +74,082 New
MMHP
314
Murphy Middleton Hinkle & Parker
Georgia
$1.63M +$43.7K +1,728 +3%
1WM
315
1900 Wealth Management
Texas
$1.63M +$262K +10,362 +19%
BL
316
BFSG LLC
California
$1.62M +$58.8K +2,325 +4%
FA
317
Fagan Associates
New York
$1.6M -$3.64K -144 -0.2%
CA
318
Continuum Advisory
Idaho
$1.59M -$29.4K -1,257 -2%
ECG
319
Edge Capital Group
Georgia
$1.59M +$455 +18 +0%
BC
320
Bartlett & Co
Ohio
$1.58M +$7.51K +297 +0.5%
BCWM
321
Bartlett & Co Wealth Management
Ohio
$1.58M +$7.51K +297 +0.5%
SPP
322
Single Point Partners
Massachusetts
$1.55M +$16.8K +666 +1%
SCA
323
Strategic Capital Advisers
Colorado
$1.54M +$73.6K +2,913 +5%
DWM
324
Destination Wealth Management
California
$1.52M -$81.6K -3,225 -5%
KTC
325
Kistler-Tiffany Companies
Pennsylvania
$1.51M -$73.7K -2,913 -5%
11 12
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