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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 %
CCM
326
Condor Capital Management
New Jersey
$1.6M +$10.6K +396 +0.7%
VCM
327
Vivaldi Capital Management
Illinois
$1.6M +$49.9K +1,863 +3%
PWMAG
328
Pinnacle Wealth Management Advisory Group
New Jersey
$1.58M +$63.1K +2,355 +4%
BMCM
329
Burns Matteson Capital Management
New York
$1.58M -$2.98K -111 -0.2%
SCA
330
Strategic Capital Advisers
Colorado
$1.56M +$136K +5,073 +10%
AFG
331
Arkansas Financial Group
Arkansas
$1.53M – – –
NCM
332
Novare Capital Management
North Carolina
$1.51M +$231K +8,601 +18%
HI
333
Harbour Investments
Wisconsin
$1.51M -$22.3M -832,299 -94%
AL
334
Aspiriant LLC
California
$1.47M -$43K -1,605 -3%
AG
335
Appleton Group
Wisconsin
$1.47M +$13.5K +504 +0.9%
SPC
336
Sigma Planning Corp
Michigan
$1.47M +$143K +5,316 +11%
MWM
337
Meridian Wealth Management
Kentucky
$1.46M -$18K -672 -1%
PFC
338
Phocas Financial Corp
California
$1.45M -$10.6K -396 -0.7%
SSWM
339
Sheets Smith Wealth Management
North Carolina
$1.45M +$45.8K +1,707 +3%
1WM
340
1900 Wealth Management
Texas
$1.45M -$15K -558 -1%
LC
341
LTG Capital
Massachusetts
$1.44M +$1.44M +53,613 New
Lazard Asset Management
342
Lazard Asset Management
New York
$1.44M – – –
PLFAM
343
Pineno Levin & Ford Asset Management
Virginia
$1.42M -$5.71K -213 -0.4%
Janney Montgomery Scott
344
Janney Montgomery Scott
Pennsylvania
$1.41M +$188K +7,008 +15%
NF
345
NTB Financial
Colorado
$1.4M +$1.4M +52,056 New
IWMA
346
Ironwood Wealth Management (Arizona)
Arizona
$1.4M -$1.21K -45 -0.1%
QCG
347
Quadrant Capital Group
Ohio
$1.39M +$82.9K +3,090 +6%
CAM
348
Chandler Asset Management
California
$1.37M +$4.58K +171 +0.3%
SAM
349
S.A. Mason
Michigan
$1.37M +$11.7K +435 +0.9%
FLPIM
350
F.L. Putnam Investment Management
Massachusetts
$1.35M -$61.2K -2,283 -4%
12 13
14
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