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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 %
AllianceBernstein
51
AllianceBernstein
Tennessee
$19.9M – – –
MI
52
Moneywise Inc
Virginia
$19.8M -$1.74M -64,878 -8%
MF
53
Manchester Financial
California
$19.6M +$581K +21,666 +3%
Wells Fargo
54
Wells Fargo
California
$19.3M -$143K -5,349 -0.7%
NSAM
55
North Star Asset Management
Wisconsin
$18.9M +$966K +36,021 +5%
National Bank of Canada
56
National Bank of Canada
Quebec, Canada
$18.9M +$18.9M +705,534 New
BWM
57
BerganKDV Wealth Management
Minnesota
$18.4M +$407K +15,168 +2%
FC
58
Financial Consulate
Maryland
$18.3M +$530K +19,761 +3%
CWM
59
Campbell Wealth Management
Virginia
$17.8M +$903K +33,699 +5%
DP
60
Denver PWM
Colorado
$17.7M -$70.3K -2,622 -0.4%
BSB
61
Bangor Savings Bank
Maine
$17.5M +$428K +15,960 +3%
Cambridge Investment Research Advisors
62
Cambridge Investment Research Advisors
Iowa
$17M -$1.56M -58,200 -8%
NOI
63
Newton One Investments
Delaware
$16.8M +$127K +4,719 +0.8%
PAG
64
Private Advisor Group
New Jersey
$16.8M -$7.52M -280,542 -31%
BPA
65
Beacon Pointe Advisors
California
$16.7M -$367K -13,695 -2%
NFG
66
Northeast Financial Group
Pennsylvania
$16.6M +$188K +7,011 +1%
SFA
67
Seneca Financial Advisors
New York
$16.2M -$53.1K -1,980 -0.3%
AMG
68
Asset Management Group
Connecticut
$16.1M -$330K -12,294 -2%
LIM
69
Leavell Investment Management
Alabama
$15.8M -$275K -10,227 -2%
MFGP
70
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.8M +$696K +25,950 +5%
CWM
71
Curi Wealth Management
North Carolina
$15.2M +$1.93M +71,883 +15%
BSAM
72
Blue Square Asset Management
New York
$15.2M -$918K -34,260 -6%
AAIM
73
Asset Advisors Investment Management
Georgia
$14.8M -$145K -5,415 -1%
HG
74
Harbor Group
New Hampshire
$14.8M -$423K -15,792 -3%
UCFA
75
United Capital Financial Advisors
Texas
$14.7M -$2.39M -89,076 -14%
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