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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
Financial Engines Advisors
California
$814M
2
HighTower Advisors
HighTower Advisors
Illinois
$267M
3
Cerity Partners
Cerity Partners
New York
$55.9M
4
Morgan Stanley
Morgan Stanley
New York
$70.5M
5
SC
Savant Capital
Illinois
$23.1M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$94.9M
2
KAS
Kestra Advisory Services
Texas
$3.24M
3
MML Investors Services
MML Investors Services
Massachusetts
$11.3M
4
HI
Harbour Investments
Wisconsin
$1.51M
5
PFG
Piershale Financial Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
751
NewSquare Capital
Pennsylvania
$5K +$4.48K +180 +857%
CAAS
752
Capital Asset Advisory Services
Michigan
$3K – – –
FFA
753
Freedman Financial Associates
Massachusetts
$3K – – –
JWM
754
Janiczek Wealth Management
Colorado
$3K +$3K +93 New
SFC
755
SYM Financial Corp
Indiana
$3K +$3K +105 New
DHGWA
756
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K +$3K +114 New
CWS
757
Confluence Wealth Services
Pennsylvania
$3K +$3K +147 New
TFM
758
TFC Financial Management
Massachusetts
$2K – – –
FWM
759
Focused Wealth Management
New York
$2K – – –
DI
760
Disciplined Investments
Oklahoma
$2K – – –
SIS
761
Sound Income Strategies
Florida
$2K +$2K +66 New
TC
762
TAP Consulting
Missouri
$2K +$2K +75 New
CP
763
Castleview Partners
Texas
$607 +$607 +146,463 New
FFG
764
Ford Financial Group
California
$8 +$8 +300 New
PFG
765
Piershale Financial Group
Illinois
– -$16.1M -630,294 Closed
Jane Street
766
Jane Street
New York
– -$4.73M -185,259 Closed
Citadel Advisors
767
Citadel Advisors
Florida
– -$4.57M -178,977 Closed
WIC
768
Whitegate Investment Counselors
New Hampshire
– -$2.42M -94,542 Closed
FTUS
769
Flow Traders U.S.
New York
– -$1.68M -65,640 Closed
SAM
770
Sawgrass Asset Management
Florida
– -$1.55M -60,531 Closed
GRP
771
Global Retirement Partners
California
– -$1.44M -56,208 Closed
JPMorgan Chase & Co
772
JPMorgan Chase & Co
New York
– -$941K -36,810 Closed
Barclays
773
Barclays
United Kingdom
– -$906K -35,472 Closed
SBH
774
Segall Bryant & Hamill
Illinois
– -$579K -22,650 Closed
RPCA
775
Running Point Capital Advisors
California
– -$499K -19,524 Closed
28 29 30
31
32