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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 %
MA
576
MONECO Advisors
Connecticut
$303K -$114K -4,611 -27%
JWCA
577
J.W. Cole Advisors
Florida
$301K +$301K +11,226 New
KFS
578
Kaizen Financial Strategies
California
$298K +$1.04K +39 +0.4%
NCM
579
Next Capital Management
New York
$294K +$322 +12 +0.1%
EWM
580
Echo Wealth Management
Minnesota
$292K -$8.16K -312 -3%
RG
581
Retirement Group
California
$291K +$241 +9 +0.1%
GIA
582
GHP Investment Advisors
Colorado
$287K -$8.46K -315 -3%
BlackRock
583
BlackRock
New York
$285K -$18K -672 -6%
ACM
584
AlphaStar Capital Management
North Carolina
$275K -$42.7K -1,635 -13%
VFA
585
Valeo Financial Advisors
Indiana
$271K +$271K +10,125 New
SQA
586
Simon Quick Advisors
New Jersey
$270K -$325K -12,105 -55%
BWP
587
BSW Wealth Partners
Colorado
$270K +$242 +9 +0.1%
RBCM
588
Raub Brock Capital Management
California
$269K – – –
SC
589
Scotia Capital
Ontario, Canada
$267K -$8.62K -321 -3%
OCM
590
Osterweis Capital Management
California
$267K -$271K – –
Fifth Third Bancorp
591
Fifth Third Bancorp
Ohio
$266K +$232K +8,670 +683%
AIM
592
Acropolis Investment Management
Missouri
$261K – – –
PG
593
Patten Group
Tennessee
$260K – – –
ODIJL
594
One Day In July LLC
Vermont
$259K – – –
Renaissance Technologies
595
Renaissance Technologies
New York
$257K -$1.94M -72,300 -88%
Bank of Montreal
596
Bank of Montreal
Ontario, Canada
$255K -$382K -14,052 -60%
SCA
597
STALEY CAPITAL ADVISERS
Pennsylvania
$255K – – –
HHRDM
598
H&H Retirement Design & Management
Nevada
$255K +$255K +10,176 New
Fisher Asset Management
599
Fisher Asset Management
Washington
$253K +$253K +9,450 New
TWM
600
Thrive Wealth Management
Pennsylvania
$250K +$250K +9,324 New
22 23
24
25 26