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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 %
TRCT
726
Tower Research Capital (TRC)
New York
$6K -$224K -8,418 -97%
LAS
727
Lloyd Advisory Services
Georgia
$6K +$6K +231 New
BCMLT
728
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K +$6K +237 New
HDIM
729
Hanson & Doremus Investment Management
Vermont
$6K +$6K +240 New
BAM
730
Bellevue Asset Management
Washington
$5K – – –
GI
731
GS Investments
Minnesota
$5K – – –
PIP
732
Peachtree Investment Partners
Florida
$5K – – –
CWP
733
Concord Wealth Partners
Virginia
$5K +$83 +3 +2%
EL
734
EMFO LLC
Florida
$4K – – –
GA
735
GoalVest Advisory
New York
$4K +$4K +174 New
HFS
736
Hantz Financial Services
Michigan
$3K -$18.5K -612 -86%
SCA
737
Stonebridge Capital Advisors
Minnesota
$3K -$6.63K -252 -69%
SFC
738
SYM Financial Corp
Indiana
$3K – – –
CAAS
739
Capital Asset Advisory Services
Michigan
$3K – – –
FFA
740
Freedman Financial Associates
Massachusetts
$3K – – –
GI
741
Gradient Investments
Minnesota
$2K -$393K -12,969 -99%
1IA
742
1834 Investment Advisors
Wisconsin
$2K -$4.64K -195 -70%
EK
743
Evensky & Katz
Florida
$2K -$2.82K -114 -58%
SIS
744
Sound Income Strategies
Florida
$2K – – –
DI
745
Disciplined Investments
Oklahoma
$2K – – –
TFM
746
TFC Financial Management
Massachusetts
$2K – – –
FWM
747
Focused Wealth Management
New York
$2K – – –
JWM
748
Janiczek Wealth Management
Colorado
$2K – – –
DC
749
DeDora Capital
California
$2K +$2K +69 New
JFA
750
JNBA Financial Advisors
Minnesota
$1K -$14.3K -600 -93%
28 29
30
31 32