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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
+$105M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$68.5M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$67.5M
4
AA
Advisory Alpha
Michigan
+$26.3M
5
BPA
Beacon Pointe Advisors
California
+$21.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$35M
2
BCM
Brookstone Capital Management
Illinois
-$21.9M
3
NFG
Northeast Financial Group
Pennsylvania
-$16.6M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$14.9M
5
Ameriprise
Ameriprise
Minnesota
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
451
FCA Corp
Texas
$698K -$40K -1,581 -5%
CAG
452
Curtis Advisory Group
California
$679K -$67K -2,652 -9%
PFS
453
Prospera Financial Services
Texas
$677K -$8.29K -327 -1%
WBCM
454
Wilson & Boucher Capital Management
California
$670K -$37.9K -1,500 -5%
TC
455
Tatro Capital
Kentucky
$663K -$39.1K -1,548 -6%
NL
456
NWAM LLC
Washington
$658K +$59.9K +2,370 +10%
WSWA
457
Warren Street Wealth Advisors
California
$647K +$12.4K +492 +2%
MA
458
Modus Advisors
Minnesota
$637K -$10.5K -414 -2%
Calamos Advisors
459
Calamos Advisors
Illinois
$636K -$37.8K -1,494 -6%
PA
460
Parallel Advisors
California
$624K -$42K -1,638 -6%
LWAC
461
Laurel Wealth Advisors (California)
California
$621K +$2.96K +117 +0.5%
OBWG
462
Onyx Bridge Wealth Group
New York
$607K -$459K -19,410 -43%
RC
463
RegentAtlantic Capital
New Jersey
$596K +$596K +23,580 New
WF
464
Warner Financial
Maryland
$595K +$6.15K +243 +1%
SBH
465
Segall Bryant & Hamill
Illinois
$588K +$588K +23,250 New
TCM
466
Twele Capital Management
Minnesota
$582K -$23.4K -924 -4%
SPIA
467
Steward Partners Investment Advisory
New York
$582K +$7.89K +312 +1%
EWM
468
Empirical Wealth Management
Washington
$579K +$2.43K +96 +0.4%
AIM
469
Aspen Investment Management
Michigan
$576K +$17.1K +675 +3%
MA
470
MUFG Americas
New York
$575K -$266K -10,530 -32%
FRA
471
Front Row Advisors
California
$574K – – –
OPWM
472
Oakwell Private Wealth Management
Texas
$561K – – –
PFC
473
Phocas Financial Corp
California
$553K -$818K -32,334 -60%
WWM
474
Western Wealth Management
Colorado
$548K +$228K +9,003 +71%
WCM
475
Wealthcare Capital Management
Virginia
$545K -$82.2K -3,255 -13%
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