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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 %
BI
426
Berkeley Inc
Idaho
$871K -$2.74K -102 -0.3%
CGFA
427
Colton Groome Financial Advisors
North Carolina
$863K +$212K +7,902 +33%
PCM
428
Pennsylvania Capital Management
Pennsylvania
$862K +$72.7K +2,712 +9%
FNBT
429
FineMark National Bank & Trust
Florida
$848K -$16.1K -600 -2%
OPA
430
Old Port Advisors
Maine
$831K +$21.6K +819 +3%
GT
431
Greenleaf Trust
Michigan
$828K – – –
PGAM
432
Princeton Global Asset Management
New Jersey
$825K -$31.8K -1,188 -4%
TAM
433
Townsend Asset Management
North Carolina
$820K +$1.45K +54 +0.2%
CHA
434
Cooper/Haims Advisors
New York
$819K -$818K -30,534 -50%
SSWG
435
Seven Springs Wealth Group
Tennessee
$814K – – –
ACI
436
Alpha Cubed Investments
California
$811K +$15.1K +564 +2%
AO
437
Advisor OS
Illinois
$808K -$66.6K -2,484 -8%
BCA
438
Bay Colony Advisors
Massachusetts
$805K +$3.62K +135 +0.5%
OPS
439
Orion Portfolio Solutions
Nebraska
$799K +$314K +11,721 +65%
SF
440
Synovus Financial
Georgia
$795K +$17.8K +663 +2%
CAG
441
Curtis Advisory Group
California
$791K -$1.1M -41,130 -58%
BCM
442
Boltwood Capital Management
California
$784K +$120K +4,473 +18%
FC
443
FCA Corp
Texas
$782K -$1.41M -52,641 -64%
FPCG
444
Fort Pitt Capital Group
Pennsylvania
$773K +$424K +15,822 +121%
AAS
445
Avantax Advisory Services
Texas
$765K +$171K +6,381 +29%
PFBT
446
Parkside Financial Bank & Trust
Missouri
$756K – – –
HIC
447
Holderness Investments Company
North Carolina
$750K +$26.6K +993 +4%
WBCM
448
Wilson & Boucher Capital Management
California
$750K +$750K +27,990 New
TC
449
Tatro Capital
Kentucky
$745K -$75.3K -2,808 -9%
CG
450
Colony Group
Massachusetts
$741K +$5.47K +204 +0.7%
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