SCHM icon

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 %
IFS
351
Ifrah Financial Services
Arkansas
$1.34M -$5.95K -222 -0.4%
GB
352
Goepper Burkhardt
South Carolina
$1.34M -$29.3K -1,095 -2%
HI
353
Hudock Inc
Pennsylvania
$1.34M +$4.26K +159 +0.3%
BIA
354
Bigelow Investment Advisors
Maine
$1.33M -$11.7K -438 -0.9%
PA
355
Planning Alternatives
Michigan
$1.33M -$21.5K -804 -2%
ES
356
ETF Store
Kansas
$1.32M +$1.32M +51,840 New
CA
357
Cambridge Advisors
Nebraska
$1.32M +$51.7K +1,929 +4%
TWP
358
Transparent Wealth Partners
Arkansas
$1.31M +$1.31M +48,918 New
FI
359
FIDELIS iM
Oregon
$1.3M -$41K -1,530 -3%
LJAC
360
L.J. Altfest & Co
New York
$1.3M -$28.5K -1,062 -2%
DW
361
Domani Wealth
Pennsylvania
$1.3M -$1.61K -60 -0.1%
FAG
362
Financial Advisory Group
Texas
$1.3M -$10.1K -375 -0.8%
RIM
363
Rockbridge Investment Management
New York
$1.3M +$41.4K +1,545 +3%
AWE
364
Avidian Wealth Enterprises
Texas
$1.3M +$1.3M +48,318 New
KWM
365
Kingsview Wealth Management
Oregon
$1.29M -$7.32K -273 -0.6%
SFG
366
Sunburst Financial Group
Alabama
$1.29M +$842K +31,386 +189%
MWA
367
Motive Wealth Advisors
Michigan
$1.29M -$1.37K -51 -0.1%
WCM
368
Wisconsin Capital Management
Wisconsin
$1.29M – – –
AC
369
Abbrea Capital
California
$1.28M – – –
SMC
370
Smith, Moore & Co
Missouri
$1.28M +$10.7K +399 +0.8%
CI
371
Cordant Inc
Oregon
$1.27M -$99.9K -3,729 -7%
LB
372
Legacy Bridge
Iowa
$1.25M – – –
ML
373
McAdam LLC
Pennsylvania
$1.23M -$353K -13,167 -22%
SFG
374
StrategIQ Financial Group
Indiana
$1.22M -$20.9K -780 -2%
OBWG
375
Onyx Bridge Wealth Group
New York
$1.22M +$14.8K +549 +1%
13 14
15
16 17