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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.

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
1
Financial Engines Advisors
California
$814M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$267M
3
Cerity Partners
3
Cerity Partners
New York
$55.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$70.5M
5
SC
5
Savant Capital
Illinois
$23.1M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$94.9M
2
KAS
2
Kestra Advisory Services
Texas
$3.24M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$11.3M
4
HI
4
Harbour Investments
Wisconsin
$1.51M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
26
HBK Sorce Advisory
Pennsylvania
$44.3M +$250K +9,333 +0.6%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$43.4M +$159K +6,396 +0.4%
RWM
28
RKL Wealth Management
Pennsylvania
$42.3M +$199K +7,413 +0.5%
Mariner
29
Mariner
Kansas
$38.4M +$1.38M +51,453 +4%
PMG
30
ProVise Management Group
Florida
$38.4M -$630K -23,505 -2%
NFG
31
Nadler Financial Group
Illinois
$36.5M +$707K +26,373 +2%
PFM
32
Parsec Financial Management
North Carolina
$34.9M -$1.26M -46,911 -3%
SFS
33
Summit Financial Strategies
Ohio
$33.2M +$1.82M +68,046 +6%
GAM
34
Gemmer Asset Management
California
$32.9M +$2.92M +108,912 +10%
HWA
35
HHM Wealth Advisors
Tennessee
$31.1M +$2.46M +91,902 +9%
PRS
36
Pinkerton Retirement Specialists
Idaho
$30.3M +$1.02M +38,205 +4%
Bank of America
37
Bank of America
North Carolina
$28.1M +$1.66M +61,737 +6%
Osaic Holdings
38
Osaic Holdings
Arizona
$27.7M +$2.07M +77,136 +8%
SAM
39
Summit Asset Management
Tennessee
$26.2M +$200K +7,476 +0.8%
CAN
40
Cetera Advisor Networks
California
$24.8M +$2.25M +84,099 +10%
BCMO
41
Buckingham Capital Management (Ohio)
Ohio
$24.1M +$825K +30,756 +4%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$23.9M +$458K +17,088 +2%
RJA
43
Raymond James & Associates
Florida
$23.3M +$1.18M +44,133 +5%
SC
44
Savant Capital
Illinois
$23.1M +$22.6M +842,631 +4,151%
SIC
45
Salem Investment Counselors
North Carolina
$21.9M +$240K +8,952 +1%
MAG
46
Mokosak Advisory Group
Iowa
$21.7M +$433K +16,155 +2%
EGWAG
47
Elwood & Goetz Wealth Advisory Group
Georgia
$21.4M +$941K +35,100 +5%
MFT
48
Moisand Fitzgerald Tamayo
Florida
$21M +$402K +14,982 +2%
DC
49
Davenport & Co
Virginia
$20.4M +$1.56M +58,170 +8%
EHPM
50
Emery Howard Portfolio Management
California
$20.1M -$346K -12,897 -2%
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