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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
$814M
2
HighTower Advisors
HighTower Advisors
Illinois
$267M
3
Cerity Partners
Cerity Partners
New York
$55.9M
4
Morgan Stanley
Morgan Stanley
New York
$70.5M
5
SC
Savant Capital
Illinois
$23.1M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$94.9M
2
KAS
Kestra Advisory Services
Texas
$3.24M
3
MML Investors Services
MML Investors Services
Massachusetts
$11.3M
4
HI
Harbour Investments
Wisconsin
$1.51M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FRA
551
Frank Rimerman Advisors
California
$352K – – –
PIM
552
Penobscot Investment Management
Massachusetts
$350K – – –
GI
553
Gradient Investments
Minnesota
$349K -$108K -4,020 -24%
SCA
554
Stillwater Capital Advisors
Pennsylvania
$346K – – –
AIA
555
Acute Investment Advisory
Arizona
$344K +$344K +12,837 New
GG
556
Greenwood Gearhart
Arkansas
$343K -$110K -4,104 -24%
PMFA
557
Plante Moran Financial Advisors
Michigan
$340K +$331K +12,351 +3,580%
WWM
558
Western Wealth Management
Colorado
$339K +$339K +12,669 New
EWM
559
Elmwood Wealth Management
California
$338K +$338K +12,597 New
ZIM
560
Zacks Investment Management
Illinois
$333K +$333K +12,402 New
HIM
561
Harbour Investment Management
Washington
$327K +$4.02K +150 +1%
GWAM
562
Guardian Wealth Advisors (Minnesota)
Minnesota
$326K +$2.9K +108 +0.9%
PPA
563
Parametric Portfolio Associates
Washington
$325K +$71.1K +2,652 +28%
RFC
564
Regions Financial Corp
Alabama
$323K -$28.4K -1,059 -8%
TC
565
Tenret Company
Florida
$323K -$19.9K -744 -6%
PAS
566
Park Avenue Securities
New York
$322K -$211K -7,875 -40%
LBA
567
Lowell Blake & Associates
Massachusetts
$322K +$1.93K +72 +0.6%
NFG
568
Next Financial Group
Texas
$321K -$14.1K -525 -4%
FMWA
569
Forvis Mazars Wealth Advisors
Missouri
$320K +$16.1K +600 +5%
RCC
570
Red Cedar Capital
Nebraska
$319K +$1.13K +42 +0.4%
AP
571
Appleton Partners
Massachusetts
$317K -$62.2K -2,322 -16%
DY
572
Dowling & Yahnke
California
$316K -$1.61K -60 -0.5%
TWP
573
TFO Wealth Partners
Ohio
$314K +$314K +12,069 New
BC
574
Barnett & Company
Tennessee
$308K -$81.2K -3,024 -21%
GWM
575
Gray Wealth Management
Maine
$307K – – –
21 22
23
24 25