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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 %
PWM
776
Praetorian Wealth Management
California
– -$471K -18,432 Closed
LNB
777
Ledyard National Bank
– -$455K -17,808 Closed
GLA
778
Great Lakes Advisors
Illinois
– -$297K -11,640 Closed
RWRC
779
R.W. Roge & Company
New York
– -$299K -11,187 Closed
CP
780
Camelot Portfolios
Ohio
– -$285K -11,154 Closed
WA
781
WESPAC Advisors
California
– -$260K -10,176 Closed
WF
782
Whelan Financial
California
– -$245K -9,573 Closed
T
783
TRUADVICE
Florida
– -$254K -9,144 Closed
HI
784
Human Investing
Oregon
– -$227K -8,895 Closed
MIP
785
Marietta Investment Partners
Wisconsin
– -$202K -7,911 Closed
MA
786
MCF Advisors
Kentucky
– -$163K -6,384 Closed
CDIA
787
Capital Directions Investment Advisors
Georgia
– -$136K -5,304 Closed
Qube Research & Technologies (QRT)
788
Qube Research & Technologies (QRT)
United Kingdom
– -$100K -3,900 Closed
FCM
789
Firestone Capital Management
Florida
– -$93K -3,570 Closed
CG
790
Cutler Group
California
– -$38K -1,497 Closed
LDFR
791
Lehman & Derafelo Financial Resources
Pennsylvania
– -$19K -744 Closed
NFSG
792
Newbridge Financial Services Group
Florida
– -$18K -693 Closed
GKWIM
793
Gerber Kawasaki Wealth & Investment Management
California
– -$13K -522 Closed
TPCW
794
TD Private Client Wealth
New York
– -$11K -432 Closed
LWM
795
Liberty Wealth Management
California
– -$7K -267 Closed
28 29 30 31
32