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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
$521M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$68.5M
3
Financial Engines Advisors
Financial Engines Advisors
California
$834M
4
AA
Advisory Alpha
Michigan
$95.4M
5
BPA
Beacon Pointe Advisors
California
$37.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$31.5M
2
BCM
Brookstone Capital Management
Illinois
$48.5M
3
NFG
Northeast Financial Group
Pennsylvania
$0
4
AllianceBernstein
AllianceBernstein
Tennessee
$3.95M
5
Ameriprise
Ameriprise
Minnesota
$82.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
676
Cranbrook Wealth Management
Michigan
$54K – – –
AAMA
677
Advanced Asset Management Advisors
Ohio
$54K +$152 +6 +0.3%
William Blair & Company
678
William Blair & Company
Illinois
$53K -$13.4K -531 -20%
MIM
679
Macroview Investment Management
Maryland
$53K +$910 +36 +2%
CCM
680
Covington Capital Management
California
$52K -$1.13K -45 -2%
HFA
681
HC Financial Advisors
California
$48K +$75 +3 +0.2%
BEI
682
Benjamin Edwards Inc
Missouri
$48K +$3.21K +126 +7%
GWM
683
Guardian Wealth Management
Illinois
$46K +$152 +6 +0.3%
TWA
684
TCI Wealth Advisors
Arizona
$43K – – –
GWM
685
Geneos Wealth Management
Colorado
$39K +$2.48K +99 +7%
CTC
686
Central Trust Company
Missouri
$38K – – –
MSFP
687
Mark Sheptoff Financial Planning
Connecticut
$35K – – –
BW
688
Bison Wealth
Georgia
$33K -$149K -5,859 -82%
GCM
689
Gables Capital Management
Florida
$30K – – –
GT
690
Glenmede Trust
Pennsylvania
$29K -$14.3K -585 -33%
HIA
691
Harbor Investment Advisory
Maryland
$29K – – –
WAM
692
Worth Asset Management
Texas
$29K +$29K +1,338 New
PFA
693
Professional Financial Advisors
Nebraska
$27K -$3.31K -132 -11%
BCM
694
Blume Capital Management
California
$27K – – –
EI
695
Ellevest Inc
New York
$27K +$77 +3 +0.3%
BWA
696
BDO Wealth Advisors
Florida
$27K +$76 +3 +0.3%
AC
697
AlphaCore Capital
California
$26K -$301 -12 -1%
EWM
698
EPG Wealth Management
Georgia
$25K -$2.57K -102 -9%
SAM
699
Strategic Asset Management
Minnesota
$25K – – –
LCM
700
Logan Capital Management
Pennsylvania
$22K -$155 -6 -0.7%
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