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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 %
CAP
601
Columbia Advisory Partners
Washington
$250K +$250K +9,333 New
MCCP
602
Mission Creek Capital Partners
California
$249K – – –
TSS
603
Two Sigma Securities
New York
$247K +$247K +9,228 New
CSIC
604
Clifford Swan Investment Counsel
California
$245K +$242 +9 +0.1%
BWM
605
BNC Wealth Management
Oregon
$245K +$245K +9,120 New
FWP
606
Falcon Wealth Planning
California
$243K – – –
APP
607
Avantax Planning Partners
Iowa
$242K +$242K +9,045 New
FNBOMD
608
First National Bank of Mount Dora
Florida
$241K – – –
DWP
609
Destiny Wealth Partners
Florida
$239K – – –
SI
610
Stephens Inc
Arkansas
$239K +$239K +8,919 New
KLI
611
Kelman-Lazarov Inc
Tennessee
$237K – – –
MCP
612
Mirador Capital Partners
California
$234K +$20.9K +777 +10%
WMR
613
Wealth Management Resources
Rhode Island
$234K +$234K +8,727 New
TRCT
614
Tower Research Capital (TRC)
New York
$232K -$1.16M -43,077 -83%
GC
615
Gratus Capital
Georgia
$230K +$803 +30 +0.4%
KPCM
616
Kings Point Capital Management
New York
$230K +$230K +8,568 New
OIA
617
Optimum Investment Advisors
Illinois
$229K +$3.54K +132 +2%
COF
618
Capital One Financial
Virginia
$226K – – –
Rockefeller Capital Management
619
Rockefeller Capital Management
New York
$226K +$198K +7,419 +707%
FSWA
620
Financial Synergies Wealth Advisors
Texas
$226K +$226K +8,412 New
CIP
621
Capital Insight Partners
Arizona
$224K -$56.1K -2,091 -20%
RFA
622
Resurgent Financial Advisors
Georgia
$224K +$224K +8,358 New
RPGK
623
Retirement Planning Group (Kansas)
Kansas
$223K +$223K +8,322 New
RDFA
624
Ritter Daniher Financial Advisory
Ohio
$215K – – –
VBFP
625
Valtinson Bruner Financial Planning
Minnesota
$214K – – –
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25
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