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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
1
Creative Planning
Kansas
$521M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$68.5M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$834M
4
AA
4
Advisory Alpha
Michigan
$95.4M
5
BPA
5
Beacon Pointe Advisors
California
$37.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.5M
2
BCM
2
Brookstone Capital Management
Illinois
$48.5M
3
NFG
3
Northeast Financial Group
Pennsylvania
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$3.95M
5
Ameriprise
5
Ameriprise
Minnesota
$82.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
51
Manchester Financial
California
$19.4M +$891K +35,253 +5%
NSAM
52
North Star Asset Management
Wisconsin
$18.8M +$965K +38,181 +5%
National Bank of Canada
53
National Bank of Canada
Quebec, Canada
$18.5M +$613K +24,228 +3%
DHFB
54
Dixon Hubard Feinour & Brown
Virginia
$17.9M +$5M +197,631 +39%
BWM
55
BerganKDV Wealth Management
Minnesota
$17.4M +$49.9K +1,974 +0.3%
FC
56
Financial Consulate
Maryland
$17.4M +$138K +5,457 +0.8%
DP
57
Denver PWM
Colorado
$17.2M +$384K +15,123 +2%
CWM
58
Campbell Wealth Management
Virginia
$16.8M +$92.7K +3,666 +0.6%
BSB
59
Bangor Savings Bank
Maine
$16.6M +$106K +4,185 +0.6%
PAG
60
Private Advisor Group
New Jersey
$16.4M +$538K +21,273 +3%
NOI
61
Newton One Investments
Delaware
$16.2M +$258K +10,218 +2%
SFA
62
Seneca Financial Advisors
New York
$16.1M +$794K +31,389 +5%
MFGP
63
Marshall Financial Group (Pennsylvania)
Pennsylvania
$15.8M +$880K +34,797 +6%
AMG
64
Asset Management Group
Connecticut
$15.3M +$114K +4,515 +0.8%
CWM
65
Curi Wealth Management
North Carolina
$14.9M +$594K +23,496 +4%
FFN
66
Focus Financial Network
Minnesota
$14.4M +$14.4M +567,870 New
LIM
67
Leavell Investment Management
Alabama
$14.3M -$621K -24,576 -4%
EWA
68
Exencial Wealth Advisors
Oklahoma
$14.2M +$1.23M +48,594 +9%
AAIM
69
Asset Advisors Investment Management
Georgia
$14M +$103K +4,056 +0.7%
PIMG
70
Patriot Investment Management Group
Tennessee
$13.9M +$774K +30,621 +6%
CFMC
71
Curbstone Financial Management Corp
New Hampshire
$13.8M +$91.8K +3,630 +0.7%
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$13.5M -$2.54M -100,269 -16%
HG
73
Harbor Group
New Hampshire
$13.4M -$504K -19,917 -4%
OFG
74
Omega Financial Group
California
$13.4M +$84.8K +3,354 +0.6%
AWM
75
Aries Wealth Management
Maine
$13.4M +$13.4M +530,460 New
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3
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