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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
+$91.4M
2
HighTower Advisors
HighTower Advisors
Illinois
+$70.2M
3
Cerity Partners
Cerity Partners
New York
+$55.9M
4
Morgan Stanley
Morgan Stanley
New York
+$23M
5
SC
Savant Capital
Illinois
+$22.6M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$74.6M
2
KAS
Kestra Advisory Services
Texas
-$39.6M
3
MML Investors Services
MML Investors Services
Massachusetts
-$24.8M
4
HI
Harbour Investments
Wisconsin
-$22.3M
5
PFG
Piershale Financial Group
Illinois
-$16.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
451
Prospera Financial Services
Texas
$726K +$5.48K +204 +0.8%
CI
452
Chartist Inc
California
$719K +$49.1K +1,833 +7%
Calamos Advisors
453
Calamos Advisors
Illinois
$715K +$71.1K +2,652 +11%
PA
454
Parallel Advisors
California
$696K +$2.25K +84 +0.3%
MA
455
Modus Advisors
Minnesota
$687K -$72.8K -2,715 -10%
WAM
456
WNY Asset Management
New York
$686K -$81.9K -3,054 -11%
WSWA
457
Warren Street Wealth Advisors
California
$673K +$673K +25,086 New
WCM
458
Wealthcare Capital Management
Virginia
$666K -$97.9K -3,648 -13%
EWA
459
EP Wealth Advisors
California
$665K +$805 +30 +0.1%
AIP
460
Almanack Investment Partners
Pennsylvania
$659K +$117K +4,347 +22%
LWAC
461
Laurel Wealth Advisors (California)
California
$655K +$27.1K +1,011 +4%
ASN
462
Advisory Services Network
Georgia
$653K -$11.8K -441 -2%
TCM
463
Twele Capital Management
Minnesota
$642K +$1.29K +48 +0.2%
NL
464
NWAM LLC
Washington
$634K +$32.5K +1,212 +5%
WF
465
Warner Financial
Maryland
$624K +$624K +23,277 New
BAAM
466
Baker Avenue Asset Management
California
$618K +$618K +23,055 New
SWM
467
Stockman Wealth Management
Montana
$612K -$142K -5,283 -19%
EWM
468
Empirical Wealth Management
Washington
$611K -$17.1K -639 -3%
FRA
469
Front Row Advisors
California
$610K – – –
SPIA
470
Steward Partners Investment Advisory
New York
$609K -$1.61K -60 -0.3%
OPWM
471
Oakwell Private Wealth Management
Texas
$595K -$3.06K -114 -0.5%
MS
472
Madden Securities
Texas
$594K -$5.07K -189 -0.8%
AIM
473
Aspen Investment Management
Michigan
$593K +$4.59K +171 +0.8%
CNFG
474
Creegan & Nassoura Financial Group
New Hampshire
$586K – – –
KWS
475
Keystone Wealth Services
California
$582K +$582K +21,699 New
17 18
19
20 21