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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 %
EP
401
Eudaimonia Partners
Tennessee
$950K +$950K +37,584 New
BPM
402
Bowling Portfolio Management
Ohio
$942K -$4.1K -162 -0.4%
AGA
403
Arkos Global Advisors
Texas
$940K -$33.8K -1,335 -3%
OCM
404
One Capital Management
California
$938K -$176K -6,948 -16%
CAM
405
Cozad Asset Management
Illinois
$924K – – –
SF
406
Summit Financial
New Jersey
$920K +$2.5K +99 +0.3%
SFWA
407
Summit Financial Wealth Advisors
Louisiana
$911K – – –
CI
408
Cordant Inc
Oregon
$908K -$289K -11,418 -24%
BCI
409
Brinker Capital Investments
Pennsylvania
$899K -$19.3K -762 -2%
SIC
410
Sigma Investment Counselors
Michigan
$896K +$10K +396 +1%
EWA
411
EP Wealth Advisors
California
$895K +$268K +10,620 +43%
FAIM
412
Financial Advocates Investment Management
Washington
$892K -$2.2K -87 -0.2%
PAM
413
Pegasus Asset Management
New York
$887K – – –
OPS
414
Orion Portfolio Solutions
Nebraska
$887K +$134K +5,298 +18%
CGFA
415
Colton Groome Financial Advisors
North Carolina
$885K +$71K +2,808 +9%
CWM
416
Cornerstone Wealth Management
Missouri
$884K -$17.4K -687 -2%
DI
417
Diligent Investors
California
$880K +$13.3K +525 +2%
CS
418
Comerica Securities
Michigan
$871K – – –
PCM
419
Parsons Capital Management
Rhode Island
$870K -$2.66K -105 -0.3%
LPIC
420
LeJeune Puetz Investment Counsel
Michigan
$867K +$152 +6 +0%
IWM
421
IHT Wealth Management
Illinois
$865K +$40.8K +1,614 +5%
CM
422
Columbus Macro
Pennsylvania
$859K -$17.1K -678 -2%
VVP
423
Venture Visionary Partners
Ohio
$857K – – –
FFA
424
First Foundation Advisors
California
$856K +$856K +33,840 New
HA
425
Harfst & Associates
Wyoming
$839K – – –
15 16
17
18 19