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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 %
FWM
526
Fingerlakes Wealth Management
New York
$410K +$410K +15,351 New
RPA
527
Rock Point Advisors
Vermont
$409K -$24.1K -897 -6%
AIM
528
AHL Investment Management
Florida
$405K +$405K +15,108 New
HNB
529
Huntington National Bank
Ohio
$402K -$285K -11,160 Closed
RWA
530
Redmont Wealth Advisors
Illinois
$402K +$402K +15,000 New
BAM
531
Bosun Asset Management
Illinois
$402K +$402K +15,000 New
IF
532
Intrua Financial
Texas
$400K +$6.03K +225 +2%
PIA
533
Pinion Investment Advisors
Kansas
$394K +$4.18K +156 +1%
PL
534
Plancorp LLC
Missouri
$388K -$12.1K -453 -3%
WCFA
535
Walkner Condon Financial Advisors
Wisconsin
$388K +$2.74K +102 +0.7%
AWM
536
AE Wealth Management
Kansas
$385K +$385K +14,352 New
RWM
537
Reston Wealth Management
Virginia
$384K +$35.3K +1,317 +10%
UB
538
UMB Bank
Missouri
$383K +$383K +14,268 New
ACA
539
Ascension Capital Advisors
Texas
$382K – – –
FC
540
Ferris Capital
Massachusetts
$380K +$80 +3 +0%
RWM
541
RBA Wealth Management
California
$380K +$380K +14,190 New
BI
542
Blooom Inc
Kansas
$376K -$32K -1,194 -8%
SFG
543
SevenBridge Financial Group
Pennsylvania
$369K -$112K -4,179 -23%
CIBC Private Wealth Group
544
CIBC Private Wealth Group
Georgia
$368K -$37.2K -1,389 -9%
CFO
545
CVA Family Office
Colorado
$366K +$1.53K +57 +0.4%
WF
546
Williams Financial
Vermont
$363K +$4.82K +180 +1%
HIC
547
Hartline Investment Corp
Illinois
$361K -$7.56K -282 -2%
CP
548
Capital Planning
Washington
$358K +$10.5K +390 +3%
PFP
549
Pinnacle Financial Partners
Tennessee
$357K +$97.4K +3,633 +38%
LA
550
LexAurum Advisors
Kansas
$353K – – –
20 21
22
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