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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 %
SMA
726
Sage Mountain Advisors
Georgia
$16K +$16K +585 New
OHWP
727
Oak Harbor Wealth Partners
North Carolina
$16K +$16K +585 New
LPP
728
Life Planning Partners
Florida
$14K +$14K +519 New
ME
729
McIlrath & Eck
Washington
$12K -$9.57K -366 -44%
RI
730
Rinkey Investments
California
$12K +$12K +462 New
AW
731
Avion Wealth
Texas
$11K – – –
HCM
732
Horrell Capital Management
Arkansas
$10K – – –
SCA
733
Stonebridge Capital Advisors
Minnesota
$10K – – –
HS
734
Horan Securities
United States
$10K +$10K +375 New
Citigroup
735
Citigroup
New York
$9K -$2.52K -90 -22%
FFA
736
Founders Financial Alliance
North Carolina
$9K – – –
SC
737
Stephens Consulting
Michigan
$8.28K +$8.28K +309 New
Simplex Trading
738
Simplex Trading
Illinois
$8K +$8K +300 New
CFCI
739
Comprehensive Financial Consultants Institutional
Indiana
$8K +$8K +339 New
TCM
740
TD Capital Management
Tennessee
$7K – – –
1IA
741
1834 Investment Advisors
Wisconsin
$7K – – –
SFM
742
Signet Financial Management
New Jersey
$7K +$7K +246 New
EFS
743
Econ Financial Services
Pennsylvania
$7K +$7K +239,490 New
PIP
744
Peachtree Investment Partners
Florida
$6K -$13.5K -465 -69%
GI
745
GS Investments
Minnesota
$6K +$86 +3 +1%
FMP
746
Financial Management Professionals
Texas
$6K +$2.47K +90 +70%
EK
747
Evensky & Katz
Florida
$5K -$1.39K -54 -22%
BAM
748
Bellevue Asset Management
Washington
$5K – – –
EL
749
EMFO LLC
Florida
$5K +$88 +3 +2%
CWP
750
Concord Wealth Partners
Virginia
$5K +$5K +177 New
28 29
30
31 32