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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 %
NC
751
NewSquare Capital
Pennsylvania
$1K -$8.57K -180 -90%
DHGWA
752
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1K -$1.11K -60 -53%
CMA
753
Cedar Mountain Advisors
Oregon
$1K +$1K +24 New
LWMNY
754
Landmark Wealth Management (New York)
New York
$280 +$280 +840 New
NFG
755
Northeast Financial Group
Pennsylvania
– -$16.6M -620,256 Closed
MIS
756
Morningstar Investment Services
Illinois
– -$7.19M -268,233 Closed
FTS
757
Fifth Third Securities
Ohio
– -$4.49M -167,226 Closed
FVWA
758
Foster Victor Wealth Advisors
South Carolina
– -$4.08M -154,755 Closed
CP
759
Castleview Partners
Texas
– -$607 -146,463 Closed
FC
760
Fulcrum Capital
Washington
– -$1.73M -64,389 Closed
TWP
761
Transparent Wealth Partners
Arkansas
– -$1.31M -48,918 Closed
SFS
762
Sowell Financial Services
Arkansas
– -$1.18M -44,121 Closed
PA
763
PFG Advisors
Arizona
– -$886K -33,036 Closed
AO
764
Advisor OS
Illinois
– -$808K -30,150 Closed
FPCG
765
Fort Pitt Capital Group
Pennsylvania
– -$773K -28,851 Closed
BAAM
766
Baker Avenue Asset Management
California
– -$618K -23,055 Closed
KM
767
Kalos Management
Georgia
– -$573K -20,679 Closed
BNP Paribas Financial Markets
768
BNP Paribas Financial Markets
France
– -$546K -20,382 Closed
SFG
769
SevenBridge Financial Group
Pennsylvania
– -$369K -13,755 Closed
AIA
770
Acute Investment Advisory
Arizona
– -$344K -12,837 Closed
PAS
771
Park Avenue Securities
New York
– -$322K -12,018 Closed
VFA
772
Valeo Financial Advisors
Indiana
– -$271K -10,125 Closed
Renaissance Technologies
773
Renaissance Technologies
New York
– -$257K -9,600 Closed
Fisher Asset Management
774
Fisher Asset Management
Washington
– -$253K -9,450 Closed
TWM
775
Thrive Wealth Management
Pennsylvania
– -$250K -9,324 Closed
29 30
31
32 33