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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 %
MIP
576
Marietta Investment Partners
Wisconsin
$302K +$302K +11,955 New
AP
577
Appleton Partners
Massachusetts
$299K – – –
DY
578
Dowling & Yahnke
California
$298K – – –
Bank of Montreal
579
Bank of Montreal
Ontario, Canada
$296K +$53.1K +2,049 +22%
GWM
580
Gray Wealth Management
Maine
$289K +$152 +6 +0.1%
OCM
581
Orser Capital Management
Texas
$284K +$90.5K +3,582 +47%
FMWA
582
Forvis Mazars Wealth Advisors
Missouri
$283K -$18.2K -720 -6%
KFS
583
Kaizen Financial Strategies
California
$282K +$909 +36 +0.3%
BC
584
Barnett & Company
Tennessee
$280K -$9.85K -390 -3%
RBCM
585
Raub Brock Capital Management
California
$278K +$11.6K +459 +4%
EWM
586
Echo Wealth Management
Minnesota
$270K -$6K -243 -2%
APP
587
Avantax Planning Partners
Iowa
$268K +$38.9K +1,536 +17%
RG
588
Retirement Group
California
$263K -$11.2K -444 -4%
ACA
589
Ascension Capital Advisors
Texas
$261K -$98.6K -3,903 -27%
Fifth Third Bancorp
590
Fifth Third Bancorp
Ohio
$261K +$9.78K +387 +4%
GIA
591
GHP Investment Advisors
Colorado
$256K -$14.1K -558 -5%
TWP
592
TFO Wealth Partners
Ohio
$252K -$53.1K -2,100 -17%
BWP
593
BSW Wealth Partners
Colorado
$252K -$2.74K -108 -1%
OCM
594
Osterweis Capital Management
California
$252K -$267K – –
SC
595
Scotia Capital
Ontario, Canada
$251K -$455 -18 -0.2%
DWP
596
Destiny Wealth Partners
Florida
$250K +$25.2K +996 +11%
HHRDM
597
H&H Retirement Design & Management
Nevada
$249K -$3.57K -144 -1%
AIM
598
Acropolis Investment Management
Missouri
$247K – – –
ODIJL
599
One Day In July LLC
Vermont
$245K – – –
PG
600
Patten Group
Tennessee
$243K -$1.97K -78 -0.8%
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