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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 %
CFMC
76
Curbstone Financial Management Corp
New Hampshire
$14.5M +$265K +9,900 +2%
OFG
77
Omega Financial Group
California
$14.1M -$602K -22,464 -4%
IA
78
IFP Advisors
Florida
$14.1M +$440K +16,332 +3%
PIMG
79
Patriot Investment Management Group
Tennessee
$14M +$127K +4,722 +0.9%
EWA
80
Exencial Wealth Advisors
Oklahoma
$13.8M +$13.8M +512,856 New
DHFB
81
Dixon Hubard Feinour & Brown
Virginia
$13.7M +$13.7M +511,815 New
FWP
82
FAS Wealth Partners
Kansas
$13.6M -$692K -25,818 -5%
TSWM
83
Triangle Securities Wealth Management
North Carolina
$13.6M +$418K +15,585 +3%
HNW
84
High Note Wealth
Minnesota
$13.5M +$10.2K +381 +0.1%
JPMPWA
85
J.P. Morgan Private Wealth Advisors
California
$13.1M +$65.4K +2,439 +0.5%
Goldman Sachs
86
Goldman Sachs
New York
$12.9M +$492K +18,348 +4%
SFG
87
Sage Financial Group
Pennsylvania
$12.8M -$119K -4,443 -0.9%
RWP
88
Revolve Wealth Partners
New Jersey
$12.7M +$12.7M +474,162 New
VNA
89
Valley National Advisers
Pennsylvania
$12.7M +$668K +24,924 +6%
LFS
90
Lutz Financial Services
Nebraska
$12.6M -$1.63M -60,651 -11%
FNC
91
First National Corp
Massachusetts
$12.3M +$88K +3,282 +0.7%
Truist Financial
92
Truist Financial
North Carolina
$12.3M -$1.75M -65,352 -12%
PWA
93
Pillar Wealth Advisors
Pennsylvania
$11.7M +$11.7M +435,354 New
OWA
94
Opal Wealth Advisors
New York
$11.6M +$510K +19,029 +5%
AWMG
95
Alliance Wealth Management Group
New Jersey
$11.6M +$300K +11,172 +3%
TCM
96
Towercrest Capital Management
Pennsylvania
$11.6M +$300K +11,172 +3%
KBFS
97
Kohmann Bosshard Financial Services
Ohio
$11.3M +$754K +28,068 +7%
MML Investors Services
98
MML Investors Services
Massachusetts
$11.3M -$24.8M -926,748 -69%
BFG
99
Berger Financial Group
Minnesota
$11.2M +$1.54M +57,465 +16%
RDIA
100
RE Dickinson Investment Advisors
Iowa
$11.2M +$11.2M +416,052 New
2 3
4
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