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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 %
JWCA
551
J.W. Cole Advisors
Florida
$353K +$69.2K +2,739 +24%
TSS
552
Two Sigma Securities
New York
$352K +$119K +4,695 +51%
CFO
553
CVA Family Office
Colorado
$346K +$985 +39 +0.3%
ZIM
554
Zacks Investment Management
Illinois
$344K +$30.3K +1,197 +10%
RWM
555
Reston Wealth Management
Virginia
$340K -$22.1K -873 -6%
PCA
556
Personal Capital Advisors
California
$339K -$49.8K -1,974 -13%
HIM
557
Harbour Investment Management
Washington
$339K +$30.4K +1,200 +10%
PAM
558
Peak Asset Management
Colorado
$338K -$56.8K -2,250 -14%
PFP
559
Pinnacle Financial Partners
Tennessee
$338K +$835 +33 +0.2%
G
560
Gainplan
Michigan
$335K -$81.2K -3,210 -20%
FRA
561
Frank Rimerman Advisors
California
$332K – – –
PPA
562
Parametric Portfolio Associates
Washington
$330K +$23.7K +936 +8%
SCA
563
Stillwater Capital Advisors
Pennsylvania
$327K – – –
HWMA
564
Heritage Wealth Management (Arizona)
Arizona
$320K +$320K +12,648 New
EWM
565
Elmwood Wealth Management
California
$319K +$76 +3 +0%
UB
566
UMB Bank
Missouri
$318K -$43.3K -1,710 -12%
GWAM
567
Guardian Wealth Advisors (Minnesota)
Minnesota
$318K +$10.8K +429 +4%
GG
568
Greenwood Gearhart
Arkansas
$312K -$12.1K -477 -4%
TBWA
569
Three Bridge Wealth Advisors
California
$311K +$311K +12,303 New
MA
570
MONECO Advisors
Connecticut
$310K +$379 +15 +0.1%
CP
571
Capital Planning
Washington
$307K -$29.8K -1,179 -9%
RFC
572
Regions Financial Corp
Alabama
$305K – – –
TC
573
Tenret Company
Florida
$305K – – –
LBA
574
Lowell Blake & Associates
Massachusetts
$304K – – –
RCC
575
Red Cedar Capital
Nebraska
$302K +$986 +39 +0.3%
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