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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 %
RFA
601
Resurgent Financial Advisors
Georgia
$242K +$30.4K +1,203 +14%
SCA
602
STALEY CAPITAL ADVISERS
Pennsylvania
$241K +$76 +3 +0%
CW
603
CreativeOne Wealth
Kansas
$240K +$240K +9,510 New
CAP
604
Columbia Advisory Partners
Washington
$236K – – –
MCCP
605
Mission Creek Capital Partners
California
$235K – – –
CSIC
606
Clifford Swan Investment Counsel
California
$235K +$4.55K +180 +2%
HI
607
Human Investing
Oregon
$234K +$234K +9,258 New
RPGK
608
Retirement Planning Group (Kansas)
Kansas
$233K +$22.3K +882 +11%
BWM
609
BNC Wealth Management
Oregon
$231K – – –
SI
610
Stephens Inc
Arkansas
$231K +$5.09K +201 +2%
BlackRock
611
BlackRock
New York
$229K -$40.8K -1,611 -15%
FNBOMD
612
First National Bank of Mount Dora
Florida
$228K – – –
WIA
613
World Investment Advisors
California
$226K -$854K -33,822 -79%
KLI
614
Kelman-Lazarov Inc
Tennessee
$224K – – –
Rockefeller Capital Management
615
Rockefeller Capital Management
New York
$223K +$9.46K +375 +4%
OIA
616
Optimum Investment Advisors
Illinois
$221K +$4.33K +171 +2%
GC
617
Gratus Capital
Georgia
$218K +$759 +30 +0.3%
CIP
618
Capital Insight Partners
Arizona
$216K +$5.08K +201 +2%
BAM
619
Barrett Asset Management
New York
$215K +$22.7K +900 +12%
FSWA
620
Financial Synergies Wealth Advisors
Texas
$213K +$759 +30 +0.4%
IWC
621
Integrated Wealth Concepts
Massachusetts
$212K -$1.88M -74,199 -90%
KPCM
622
Kings Point Capital Management
New York
$210K -$7.07K -279 -3%
CIBC Private Wealth Group
623
CIBC Private Wealth Group
Georgia
$209K -$138K -5,466 -40%
WCFA
624
Walkner Condon Financial Advisors
Wisconsin
$205K -$162K -6,372 -44%
NCM
625
Next Capital Management
New York
$204K -$73.4K -2,901 -26%
23 24
25
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