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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
1
Financial Engines Advisors
California
$814M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$267M
3
Cerity Partners
3
Cerity Partners
New York
$55.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$70.5M
5
SC
5
Savant Capital
Illinois
$23.1M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$94.9M
2
KAS
2
Kestra Advisory Services
Texas
$3.24M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$11.3M
4
HI
4
Harbour Investments
Wisconsin
$1.51M
5
PFG
5
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMN
626
Financial Management Network
California
$214K +$729 +27 +0.3%
AWA
627
Arete Wealth Advisors
Illinois
$214K +$214K +7,983 New
SI
628
Shaker Investments
Ohio
$213K +$241 +9 +0.1%
B
629
Bellecapital
Switzerland
$212K – – –
FM
630
Family Management
New York
$212K – – –
DSC
631
Duncker Streett & Co
Missouri
$211K +$321 +12 +0.2%
LA
632
Lifeworks Advisors
Michigan
$208K +$208K +7,773 New
SCA
633
Snowden Capital Advisors
New York
$208K +$208K +7,776 New
OCM
634
Orser Capital Management
Texas
$205K -$103K -3,834 -33%
AC
635
AWM Capital
Arizona
$205K – – –
CPW
636
Catalyst Private Wealth
California
$205K +$205K +7,665 New
EWM
637
Evermay Wealth Management
Virginia
$204K -$3.63K -135 -2%
BAM
638
Barrett Asset Management
New York
$204K – – –
TIM
639
Total Investment Management
Arizona
$204K +$204K +7,602 New
BL
640
Balentine LLC
Georgia
$203K – – –
PCM
641
Palouse Capital Management
Washington
$203K +$203K +7,560 New
GHA
642
GW Henssler & Associates
Georgia
$202K +$202K +7,554 New
NG
643
NWK Group
California
$201K -$52.4K -1,950 -21%
IWN
644
Independent Wealth Network
Iowa
$201K +$201K +7,488 New
US Bancorp
645
US Bancorp
Minnesota
$200K -$127K -4,758 -39%
CCA
646
Checchi Capital Advisers
California
$200K +$200K +7,476 New
BW
647
Bison Wealth
Georgia
$192K -$515K -19,191 -73%
SSB
648
Sandy Spring Bank
Maryland
$180K +$401 +15 +0.2%
CFA
649
Carroll Financial Associates
North Carolina
$170K – – –
FCT
650
First Community Trust
Iowa
$169K +$169K +6,300 New
24 25
26
27 28