SCHM icon

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 %
MWM
501
MBE Wealth Management
Wisconsin
$490K -$5.87K -219 -1%
CIAS
502
Capital Investment Advisory Services
North Carolina
$488K -$16.1K -600 -3%
PP
503
Pegasus Partners
Wisconsin
$475K – – –
APSI
504
Asset Planning Services Inc
Louisiana
$474K +$115K +4,290 +32%
PWMG
505
Prestige Wealth Management Group
New Jersey
$473K -$8.04K -300 -2%
IC
506
IEQ Capital
California
$471K – – –
BG
507
Benedetti & Gucer
Georgia
$467K – – –
PI
508
Pachira Investments
California
$466K – – –
DBRC
509
D.B. Root & Company
Pennsylvania
$465K +$2.25K +84 +0.5%
WWM
510
Windsor Wealth Management
Indiana
$461K +$1.46K +54 +0.3%
ACM
511
Armbruster Capital Management
New York
$453K – – –
HI
512
Hendershot Investments
Virginia
$448K +$21.8K +813 +5%
CCM
513
Crew Capital Management
Ohio
$442K – – –
G
514
Gainplan
Michigan
$441K -$28K -1,044 -6%
TFP
515
Tilia Fiduciary Partners
North Carolina
$440K +$440K +16,407 New
GAM
516
Garrison Asset Management
Arkansas
$439K +$24K +894 +6%
EFA
517
Evernest Financial Advisors
Indiana
$438K +$438K +17,316 New
CIC
518
Carnegie Investment Counsel
Ohio
$430K -$10.8K -402 -2%
RJT
519
Raymond James Trust
Florida
$429K +$102K +3,804 +31%
BA
520
Ballast Advisors
Minnesota
$428K – – –
BFG
521
Bouchey Financial Group
New York
$422K – – –
PAM
522
Peak Asset Management
Colorado
$419K -$3.46K -129 -0.8%
CIS
523
Continental Investors Services
Washington
$418K +$418K +16,545 New
PCA
524
Personal Capital Advisors
California
$413K +$137K +5,091 +49%
BL
525
BCWM LLC
Kansas
$412K +$19.1K +711 +5%
19 20
21
22 23