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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 %
Prudential Financial
401
Prudential Financial
New Jersey
$968K +$3.39K +123 +0.4%
PG
402
Prostatis Group
Maryland
$953K -$337K -12,570 -26%
CWM
403
Cornerstone Wealth Management
Missouri
$951K -$23.9K -897 -2%
FAIM
404
Financial Advocates Investment Management
Washington
$948K +$41.6K +1,554 +5%
PAM
405
Pegasus Asset Management
New York
$941K +$15K +558 +2%
SIC
406
Sigma Investment Counselors
Michigan
$939K -$3.14K -117 -0.3%
CM
407
Columbus Macro
Pennsylvania
$929K -$126K -4,695 -12%
PCM
408
Parsons Capital Management
Rhode Island
$925K -$8.36K -312 -0.9%
CS
409
Comerica Securities
Michigan
$925K +$19.8K +738 +2%
LPIC
410
LeJeune Puetz Investment Counsel
Michigan
$919K +$161 +6 +0%
DI
411
Diligent Investors
California
$919K +$919K +34,266 New
SIA
412
Sage Investment Advisers
New York
$914K +$914K +34,098 New
CBFP
413
Cedar Brook Financial Partners
Ohio
$910K +$24.3K +906 +3%
VVP
414
Venture Visionary Partners
Ohio
$908K – – –
AA
415
Alesco Advisors
New York
$901K +$54.5K +2,031 +6%
TFS
416
Thoroughbred Financial Services
Tennessee
$900K +$60.4K +2,256 +7%
HWA
417
Heritage Way Advisors
Illinois
$893K -$5.23K -195 -0.6%
MA
418
MUFG Americas
New York
$892K -$17.1K -639 -2%
SCM
419
SOL Capital Management
Maryland
$891K +$5.71K +213 +0.6%
HA
420
Harfst & Associates
Wyoming
$889K -$8.04K -300 -0.9%
GC
421
Grimes & Company
Massachusetts
$886K -$482 -18 -0.1%
PA
422
PFG Advisors
Arizona
$886K +$59K +2,199 +7%
5L
423
55I LLC
Massachusetts
$884K +$423K +15,765 +92%
PFM
424
Phillips Financial Management
Indiana
$881K +$23.6K +879 +3%
IWM
425
IHT Wealth Management
Illinois
$873K -$4.34K -162 -0.5%
15 16
17
18 19