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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 %
FWP
776
Falcon Wealth Planning
California
– -$243K -9,060 Closed
WMR
777
Wealth Management Resources
Rhode Island
– -$234K -8,727 Closed
MCP
778
Mirador Capital Partners
California
– -$234K -8,712 Closed
COF
779
Capital One Financial
Virginia
– -$226K -8,436 Closed
VBFP
780
Valtinson Bruner Financial Planning
Minnesota
– -$214K -7,971 Closed
LA
781
Lifeworks Advisors
Michigan
– -$208K -7,773 Closed
CPW
782
Catalyst Private Wealth
California
– -$205K -7,665 Closed
AC
783
AWM Capital
Arizona
– -$205K -7,632 Closed
TIM
784
Total Investment Management
Arizona
– -$204K -7,602 Closed
BL
785
Balentine LLC
Georgia
– -$203K -7,581 Closed
PCM
786
Palouse Capital Management
Washington
– -$203K -7,560 Closed
GHA
787
GW Henssler & Associates
Georgia
– -$202K -7,554 Closed
IWN
788
Independent Wealth Network
Iowa
– -$201K -7,488 Closed
CCA
789
Checchi Capital Advisers
California
– -$200K -7,476 Closed
CA
790
CoreCap Advisors
Michigan
– -$45K -1,686 Closed
KIG
791
Kessler Investment Group
Indiana
– -$30K -1,128 Closed
TC
792
Truvestments Capital
Florida
– -$30K -1,122 Closed
SFPG
793
Stonebridge Financial Planning Group
Florida
– -$25K -1,017 Closed
LFG
794
Leverty Financial Group
Wisconsin
– -$24K -909 Closed
SMA
795
Sage Mountain Advisors
Georgia
– -$16K -585 Closed
RI
796
Rinkey Investments
California
– -$12K -462 Closed
CFCI
797
Comprehensive Financial Consultants Institutional
Indiana
– -$8K -339 Closed
FFG
798
Ford Financial Group
California
– -$8 -300 Closed
TCM
799
TD Capital Management
Tennessee
– -$7K -252 Closed
SFM
800
Signet Financial Management
New Jersey
– -$7K -246 Closed
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