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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 %
MSFP
701
Mark Sheptoff Financial Planning
Connecticut
$37K – – –
PFA
702
Professional Financial Advisors
Nebraska
$32K – – –
GCM
703
Gables Capital Management
Florida
$32K – – –
HIA
704
Harbor Investment Advisory
Maryland
$31K – – –
TC
705
Truvestments Capital
Florida
$30K – – –
KIG
706
Kessler Investment Group
Indiana
$30K +$30K +1,128 New
EWM
707
EPG Wealth Management
Georgia
$29K – – –
BWA
708
BDO Wealth Advisors
Florida
$29K +$82 +3 +0.3%
BCM
709
Blume Capital Management
California
$28K – – –
AC
710
AlphaCore Capital
California
$28K – – –
EI
711
Ellevest Inc
New York
$28K +$80 +3 +0.3%
SAM
712
Strategic Asset Management
Minnesota
$27K – – –
SFPG
713
Stonebridge Financial Planning Group
Florida
$25K – – –
LFG
714
Leverty Financial Group
Wisconsin
$24K +$24K +909 New
LCM
715
Logan Capital Management
Pennsylvania
$23K -$807 -30 -3%
PO
716
Private Ocean
California
$23K – – –
GWS
717
Glassman Wealth Services
Virginia
$23K +$11.6K +423 +101%
AAP
718
Arax Advisory Partners
Colorado
$21K – – –
SIAP
719
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$19K -$21.3K -792 -53%
GIA
720
Goodwin Investment Advisory
Georgia
$19K – – –
HFS
721
Hantz Financial Services
Michigan
$19K +$16.4K +612 +618%
KFI
722
Key Financial Inc
Pennsylvania
$18K – – –
JFA
723
JNBA Financial Advisors
Minnesota
$17K +$556 +21 +3%
HF
724
Halpern Financial
Virginia
$16.1K -$27.5K -1,026 -63%
BFG
725
Baron Financial Group
New Jersey
$16.1K – – –
27 28
29
30 31