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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
Creative Planning
Kansas
$521M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$68.5M
3
Financial Engines Advisors
Financial Engines Advisors
California
$834M
4
AA
Advisory Alpha
Michigan
$95.4M
5
BPA
Beacon Pointe Advisors
California
$37.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$31.5M
2
BCM
Brookstone Capital Management
Illinois
$48.5M
3
NFG
Northeast Financial Group
Pennsylvania
$0
4
AllianceBernstein
AllianceBernstein
Tennessee
$3.95M
5
Ameriprise
Ameriprise
Minnesota
$82.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BMCM
326
Burns Matteson Capital Management
New York
$1.49M +$2.81K +111 +0.2%
TWP
327
Total Wealth Planning
Ohio
$1.49M +$1.49M +59,028 New
SAM
328
Sawgrass Asset Management
Florida
$1.48M +$1.48M +58,665 New
CCM
329
Condor Capital Management
New Jersey
$1.48M -$27.6K -1,092 -2%
NCM
330
Novare Capital Management
North Carolina
$1.48M +$53.1K +2,100 +4%
PAMG
331
Patton Albertson Miller Group
Tennessee
$1.47M -$158K -6,234 -10%
MWM
332
Meridian Wealth Management
Kentucky
$1.46M +$83K +3,282 +6%
AFG
333
Arkansas Financial Group
Arkansas
$1.45M +$1.97K +78 +0.1%
Bank of New York Mellon
334
Bank of New York Mellon
New York
$1.43M +$488K +19,305 +52%
IWP
335
IAG Wealth Partners
Wisconsin
$1.43M -$191K -7,551 -12%
SOS
336
Silver Oak Securities
Tennessee
$1.4M +$1.4M +56,856 New
CA
337
Cambridge Advisors
Nebraska
$1.4M +$160K +6,309 +13%
VCM
338
Vivaldi Capital Management
Illinois
$1.37M +$17K +750 +1%
SSWM
339
Sheets Smith Wealth Management
North Carolina
$1.36M -$8.04K -318 -0.6%
DWM
340
Dakota Wealth Management
Florida
$1.36M +$1.36M +53,886 New
RIM
341
Rockbridge Investment Management
New York
$1.36M +$132K +5,187 +11%
SPC
342
Sigma Planning Corp
Michigan
$1.36M -$20.4K -807 -1%
Lazard Asset Management
343
Lazard Asset Management
New York
$1.36M – – –
AL
344
Aspiriant LLC
California
$1.35M -$42.3K -1,671 -3%
SFG
345
Sunburst Financial Group
Alabama
$1.34M +$128K +5,079 +11%
BIA
346
Bigelow Investment Advisors
Maine
$1.33M +$66.4K +2,628 +5%
LC
347
LTG Capital
Massachusetts
$1.32M -$33.7K -1,329 -2%
QCG
348
Quadrant Capital Group
Ohio
$1.31M – – –
SAM
349
S.A. Mason
Michigan
$1.31M +$15.4K +609 +1%
NF
350
NTB Financial
Colorado
$1.3M -$14.9K -591 -1%
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