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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 %
BWM
376
Benchmark Wealth Management
Connecticut
$1.21M – – –
FT
377
Fiduciary Trust
Massachusetts
$1.2M +$276K +10,275 +30%
SFS
378
Sowell Financial Services
Arkansas
$1.18M +$90.6K +3,375 +8%
OCM
379
One Capital Management
California
$1.18M -$10.9K -405 -0.9%
OIM
380
Orca Investment Management
Oregon
$1.14M -$53.1K -1,983 -4%
Lido Advisors
381
Lido Advisors
California
$1.11M +$72K +2,688 +7%
CCM
382
Cribstone Capital Management
Maine
$1.11M -$34.1K -1,272 -3%
Fidelity Investments
383
Fidelity Investments
Massachusetts
$1.09M +$177K +6,600 +19%
WIA
384
World Investment Advisors
California
$1.09M +$1.09M +42,768 New
OFS
385
Oldfather Financial Services
Nebraska
$1.07M +$109K +4,269 +11%
FAG
386
Fortitude Advisory Group
Washington
$1.07M +$1.07M +39,735 New
NGA
387
Naples Global Advisors
Florida
$1.04M +$41.4K +1,545 +4%
AGA
388
Arkos Global Advisors
Texas
$1.03M – – –
MCM
389
Mitchell Capital Management
Kansas
$1.03M +$33.3K +1,242 +3%
SWA
390
Stratos Wealth Advisors
Ohio
$1.03M -$43.4K -1,620 -4%
CIR
391
Clear Investment Research
Georgia
$1.01M – – –
BPM
392
Bowling Portfolio Management
Ohio
$1M -$55.4K -2,067 -5%
Bank of New York Mellon
393
Bank of New York Mellon
New York
$1M -$36.1K -1,347 -3%
PSF
394
Pacific Sun Financial
California
$993K +$96.5K +3,600 +11%
WAP
395
Wealthcare Advisory Partners
Pennsylvania
$991K +$442K +16,500 +81%
CAM
396
Cozad Asset Management
Illinois
$980K +$58.3K +2,175 +6%
SF
397
Summit Financial
New Jersey
$974K -$22.1K -822 -2%
BCI
398
Brinker Capital Investments
Pennsylvania
$973K +$973K +36,303 New
SFWA
399
Summit Financial Wealth Advisors
Louisiana
$972K – – –
AFA
400
Arlington Financial Advisors
California
$969K +$15.4K +576 +2%
14 15
16
17 18