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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 %
OSAM
651
O'Shaughnessy Asset Management
Connecticut
$167K – – –
NIC
652
Northwest Investment Counselors
Oregon
$165K +$165K +6,159 New
CAL
653
Capital Advisors Ltd
Ohio
$154K – – –
PCA
654
Providence Capital Advisors
North Carolina
$133K -$23.3K -870 -15%
RFA
655
Reilly Financial Advisors
California
$132K – – –
CIM
656
Contravisory Investment Management
Massachusetts
$132K +$9.7K +363 +8%
LFG
657
Larson Financial Group
Missouri
$132K +$82K +3,063 +164%
FCA
658
FinTrust Capital Advisors
South Carolina
$131K -$160 -6 -0.1%
CCA
659
Column Capital Advisors
Indiana
$130K – – –
TSW
660
Thompson Siegel & Walmsley
Virginia
$128K – – –
IRC
661
Investors Research Corp
Georgia
$117K – – –
AWM
662
Abound Wealth Management
Tennessee
$113K +$113K +4,203 New
GLLW
663
Graves Light Lenhart Wealth
Virginia
$112K +$401 +15 +0.4%
WPA
664
West Paces Advisors
Georgia
$110K +$2.98K +111 +3%
S
665
SignatureFD
Georgia
$110K -$3.23K -120 -3%
Carson Wealth (CWM LLC)
666
Carson Wealth (CWM LLC)
Nebraska
$109K +$109K +4,083 New
CFGS
667
Concourse Financial Group Securities
Alabama
$105K -$116K -4,332 -52%
ACA
668
Aptus Capital Advisors
Alabama
$104K +$23.2K +867 +29%
GWANC
669
Guardian Wealth Advisors (North Carolina)
North Carolina
$104K +$104K +3,885 New
FHA
670
First Horizon Advisors
Tennessee
$102K -$37.3K -1,398 -27%
PK
671
Pflug Koory
Nebraska
$101K – – –
MFA
672
McClarren Financial Advisors
Pennsylvania
$100K +$100K +3,708 New
KSWA
673
Kathleen S. Wright Associates
Pennsylvania
$100K +$100K +3,720 New
OC
674
Oakworth Capital
Alabama
$97K – – –
TCWA
675
Ten Capital Wealth Advisors
Washington
$95K -$96.5K -3,582 -50%
25 26
27
28 29