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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 %
AFG
476
Albion Financial Group
Utah
$577K -$2.51M -93,717 -81%
HTC
477
Haverford Trust Company
Pennsylvania
$577K – – –
Brown Advisory
478
Brown Advisory
Maryland
$576K -$59.6K -2,220 -9%
KM
479
Kalos Management
Georgia
$573K +$22K +795 +4%
SCM
480
Stordahl Capital Management
Colorado
$570K -$1.29K -48 -0.2%
MF
481
Meridian Financial
Massachusetts
$561K +$561K +20,925 New
HA
482
HYA Advisors
Missouri
$551K -$104K -3,879 -16%
WPC
483
Wedmont Private Capital
Pennsylvania
$547K +$547K +20,913 New
BNP Paribas Financial Markets
484
BNP Paribas Financial Markets
France
$546K +$546K +20,382 New
LTL
485
Lowery Thomas LLC
California
$543K +$543K +20,256 New
CAG
486
Compass Advisory Group
New York
$540K +$643 +24 +0.1%
VWA
487
Visionary Wealth Advisors
Illinois
$540K +$64.5K +2,409 +14%
HIF
488
Hill Island Financial
Michigan
$537K +$537K +20,019 New
BIA
489
Barry Investment Advisors
Massachusetts
$534K -$134K -5,004 -20%
NS
490
Newman & Schimel
Illinois
$534K -$59.9K -2,232 -10%
DAS
491
Dynamic Advisor Solutions
Arizona
$534K -$16.5K -615 -3%
AIM
492
Avity Investment Management
Connecticut
$532K -$11.7K -435 -2%
JFGIW
493
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$528K – – –
TWM
494
Triton Wealth Management
Arizona
$523K -$16.3K -654 -3%
PNC Financial Services Group
495
PNC Financial Services Group
Pennsylvania
$519K -$28.6K -1,068 -5%
APA
496
American Portfolios Advisors
New York
$510K -$20.8K -774 -4%
LAIC
497
Lederer & Associates Investment Counsel
California
$510K +$65.2K +2,430 +15%
BFA
498
Beaumont Financial Advisors
Massachusetts
$502K – – –
WDL
499
Well Done LLC
Michigan
$499K +$7.24K +270 +1%
TC
500
Telemus Capital
Michigan
$492K +$161 +6 +0%
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