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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 %
WAP
376
Wealthcare Advisory Partners
Pennsylvania
$1.17M +$234K +9,237 +25%
SFG
377
StrategIQ Financial Group
Indiana
$1.17M +$11.8K +465 +1%
AWE
378
Avidian Wealth Enterprises
Texas
$1.15M -$70.8K -2,799 -6%
IWMA
379
Ironwood Wealth Management (Arizona)
Arizona
$1.14M -$172K -6,789 -13%
BWM
380
Benchmark Wealth Management
Connecticut
$1.14M – – –
Fidelity Investments
381
Fidelity Investments
Massachusetts
$1.14M +$110K +4,338 +11%
SCA
382
Snowden Capital Advisors
New York
$1.13M +$930K +36,786 +473%
AWS
383
Atria Wealth Solutions
New York
$1.12M +$1.12M +44,349 New
OIM
384
Orca Investment Management
Oregon
$1.09M +$22.1K +873 +2%
BRWA
385
B. Riley Wealth Advisors
Florida
$1.06M -$816K -32,232 -43%
PSF
386
Pacific Sun Financial
California
$1.05M +$113K +4,470 +12%
FAG
387
Fortitude Advisory Group
Washington
$1.03M +$24.8K +981 +2%
OFS
388
Oldfather Financial Services
Nebraska
$1.03M +$19.9K +825 +2%
AIM
389
Athena Investment Management
California
$1.01M +$1.01M +39,852 New
Lido Advisors
390
Lido Advisors
California
$1.01M -$39.7K -1,572 -4%
NGA
391
Naples Global Advisors
Florida
$1M +$21.3K +843 +2%
AFA
392
Arlington Financial Advisors
California
$985K +$70.7K +2,796 +8%
ACA
393
Aspire Capital Advisors
Washington
$985K +$985K +38,967 New
FT
394
Fiduciary Trust
Massachusetts
$981K -$147K -5,820 -13%
D
395
Diversified
Delaware
$981K +$981K +38,796 New
SIA
396
Sage Investment Advisers
New York
$980K +$117K +4,638 +14%
BCM
397
Boltwood Capital Management
California
$979K +$240K +9,483 +32%
MCM
398
Mitchell Capital Management
Kansas
$971K +$683 +27 +0.1%
Prudential Financial
399
Prudential Financial
New Jersey
$969K +$79.3K +3,135 +9%
CIR
400
Clear Investment Research
Georgia
$961K +$5.54K +219 +0.6%
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