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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 %
Brown Advisory
476
Brown Advisory
Maryland
$544K +$532 +21 +0.1%
FPF
477
First Pacific Financial
Washington
$542K +$542K +21,417 New
CNFG
478
Creegan & Nassoura Financial Group
New Hampshire
$537K -$15.2K -600 -3%
SCM
479
Stordahl Capital Management
Colorado
$535K -$2.27K -90 -0.4%
WPC
480
Wedmont Private Capital
Pennsylvania
$533K – – –
MA
481
MCF Advisors
Kentucky
$533K +$533K +21,093 New
MF
482
Meridian Financial
Massachusetts
$529K – – –
LWM
483
Ledge Wealth Management
Minnesota
$529K +$529K +20,907 New
AFG
484
Albion Financial Group
Utah
$527K -$17.4K -687 -3%
CAG
485
Compass Advisory Group
New York
$525K +$15.8K +624 +3%
TWM
486
Triton Wealth Management
Arizona
$523K – – –
HA
487
HYA Advisors
Missouri
$520K +$303 +12 +0.1%
HTC
488
Haverford Trust Company
Pennsylvania
$514K -$30.1K -1,191 -6%
DAS
489
Dynamic Advisor Solutions
Arizona
$509K +$5.68K +225 +1%
HIF
490
Hill Island Financial
Michigan
$507K +$683 +27 +0.1%
AIM
491
Avity Investment Management
Connecticut
$502K – – –
CIA
492
Capital Investment Advisors
Georgia
$502K +$502K +19,866 New
SWM
493
Stockman Wealth Management
Montana
$501K -$75.6K -2,991 -13%
LTL
494
Lowery Thomas LLC
California
$500K -$12K -474 -2%
MS
495
Madden Securities
Texas
$499K -$61.3K -2,424 -11%
KWS
496
Keystone Wealth Services
California
$499K -$49.3K -1,950 -9%
JFGIW
497
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$498K – – –
SQA
498
Simon Quick Advisors
New Jersey
$498K +$243K +9,615 +96%
APA
499
American Portfolios Advisors
New York
$484K +$3.11K +123 +0.6%
VWA
500
Visionary Wealth Advisors
Illinois
$483K -$26.8K -1,059 -5%
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