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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.

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
1
Creative Planning
Kansas
$521M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$68.5M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$834M
4
AA
4
Advisory Alpha
Michigan
$95.4M
5
BPA
5
Beacon Pointe Advisors
California
$37.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.5M
2
BCM
2
Brookstone Capital Management
Illinois
$48.5M
3
NFG
3
Northeast Financial Group
Pennsylvania
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$3.95M
5
Ameriprise
5
Ameriprise
Minnesota
$82.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
26
RKL Wealth Management
Pennsylvania
$40.6M +$633K +25,026 +2%
Mariner
27
Mariner
Kansas
$39.4M +$3.1M +122,769 +9%
BPA
28
Beacon Pointe Advisors
California
$37.6M +$21.9M +864,930 +139%
PMG
29
ProVise Management Group
Florida
$36.1M -$91.6K -3,624 -0.3%
NFG
30
Nadler Financial Group
Illinois
$34.5M +$32.3K +1,278 +0.1%
Morgan Stanley
31
Morgan Stanley
New York
$31.5M -$35M -1,383,651 -53%
SFS
32
Summit Financial Strategies
Ohio
$31.4M +$114K +4,491 +0.4%
PFM
33
Parsec Financial Management
North Carolina
$30.9M -$1.94M -76,878 -6%
GAM
34
Gemmer Asset Management
California
$30.9M -$194K -7,683 -0.6%
Bank of America
35
Bank of America
North Carolina
$30.4M +$3.93M +155,259 +15%
PRS
36
Pinkerton Retirement Specialists
Idaho
$29.9M +$1.31M +51,852 +5%
HWA
37
HHM Wealth Advisors
Tennessee
$28.5M -$906K -35,847 -3%
SAM
38
Summit Asset Management
Tennessee
$25.8M +$1.11M +43,824 +4%
CAN
39
Cetera Advisor Networks
California
$25.1M +$1.64M +64,788 +7%
Osaic Holdings
40
Osaic Holdings
Arizona
$23.2M -$178K -7,860 -0.8%
BCMO
41
Buckingham Capital Management (Ohio)
Ohio
$22.9M +$133K +5,250 +0.6%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$22.3M -$288K -11,376 -1%
DC
43
Davenport & Co
Virginia
$22.2M +$3.01M +118,953 +16%
SIC
44
Salem Investment Counselors
North Carolina
$21.9M +$1.28M +50,499 +6%
SC
45
Savant Capital
Illinois
$21.9M +$54.3K +2,148 +0.2%
RJA
46
Raymond James & Associates
Florida
$21.6M -$333K -13,155 -2%
MAG
47
Mokosak Advisory Group
Iowa
$20.9M +$482K +19,044 +2%
EGWAG
48
Elwood & Goetz Wealth Advisory Group
Georgia
$20.7M +$481K +19,008 +2%
MI
49
Moneywise Inc
Virginia
$19.8M +$1.12M +44,316 +6%
Wells Fargo
50
Wells Fargo
California
$19.7M +$1.48M +58,353 +8%
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