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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 %
BFA
501
Beaumont Financial Advisors
Massachusetts
$474K – – –
WDL
502
Well Done LLC
Michigan
$470K – – –
NS
503
Newman & Schimel
Illinois
$469K -$34.9K -1,377 -7%
LAIC
504
Lederer & Associates Investment Counsel
California
$469K -$11.5K -456 -2%
TC
505
Telemus Capital
Michigan
$465K +$985 +39 +0.2%
MWM
506
MBE Wealth Management
Wisconsin
$462K – – –
BIA
507
Barry Investment Advisors
Massachusetts
$458K -$44.9K -1,776 -9%
CIS
508
Continental Investors Services
Washington
$458K +$14.6K +543 +3%
WAM
509
WNY Asset Management
New York
$455K -$191K -7,575 -30%
GAM
510
Garrison Asset Management
Arkansas
$453K +$39.1K +1,545 +9%
APSI
511
Asset Planning Services Inc
Louisiana
$451K +$4.17K +165 +0.9%
PP
512
Pegasus Partners
Wisconsin
$448K – – –
IC
513
IEQ Capital
California
$444K – – –
DBRC
514
D.B. Root & Company
Pennsylvania
$442K +$3.87K +153 +0.9%
PI
515
Pachira Investments
California
$439K – – –
PWMG
516
Prestige Wealth Management Group
New Jersey
$438K -$7.96K -315 -2%
FWM
517
Fingerlakes Wealth Management
New York
$438K +$50.2K +1,986 +13%
CIAS
518
Capital Investment Advisory Services
North Carolina
$432K -$29K -1,146 -6%
HNB
519
Huntington National Bank
Ohio
$432K -$402K – –
ACM
520
Armbruster Capital Management
New York
$429K +$1.9K +75 +0.4%
WWM
521
Windsor Wealth Management
Indiana
$424K +$520 +21 +0.1%
CCM
522
Crew Capital Management
Ohio
$417K – – –
HI
523
Hendershot Investments
Virginia
$409K -$13.4K -528 -3%
RJT
524
Raymond James Trust
Florida
$405K – – –
CIC
525
Carnegie Investment Counsel
Ohio
$405K +$76 +3 +0%
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