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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
1
Creative Planning
Kansas
$521M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$68.5M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$834M
4
AA
4
Advisory Alpha
Michigan
$95.4M
5
BPA
5
Beacon Pointe Advisors
California
$37.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.5M
2
BCM
2
Brookstone Capital Management
Illinois
$48.5M
3
NFG
3
Northeast Financial Group
Pennsylvania
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$3.95M
5
Ameriprise
5
Ameriprise
Minnesota
$82.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
76
J.P. Morgan Private Wealth Advisors
California
$13.4M +$1.07M +42,429 +9%
RWP
77
Revolve Wealth Partners
New Jersey
$13.3M +$1.36M +53,751 +11%
BSAM
78
Blue Square Asset Management
New York
$13.1M -$1.24M -48,972 -9%
FWP
79
FAS Wealth Partners
Kansas
$12.8M -$25.9K -1,026 -0.2%
TSWM
80
Triangle Securities Wealth Management
North Carolina
$12.6M -$154K -6,081 -1%
OWA
81
Opal Wealth Advisors
New York
$12.6M +$1.59M +63,069 +15%
VNA
82
Valley National Advisers
Pennsylvania
$12.5M +$535K +21,141 +4%
FNC
83
First National Corp
Massachusetts
$12.4M +$748K +29,583 +6%
BFG
84
Berger Financial Group
Minnesota
$12.3M +$1.73M +68,388 +16%
SFG
85
Sage Financial Group
Pennsylvania
$12.3M +$258K +10,221 +2%
Goldman Sachs
86
Goldman Sachs
New York
$12.2M +$12.5K +495 +0.1%
MFT
87
Moisand Fitzgerald Tamayo
Florida
$12.2M -$7.68M -303,750 -39%
LFS
88
Lutz Financial Services
Nebraska
$12.1M +$304K +12,030 +3%
UCFA
89
United Capital Financial Advisors
Texas
$12.1M -$1.78M -70,386 -13%
HNW
90
High Note Wealth
Minnesota
$12M -$693K -27,417 -5%
NYLIM
91
New York Life Investment Management
New York
$11.7M +$2.91M +114,999 +33%
Truist Financial
92
Truist Financial
North Carolina
$11.6M -$21.7K -858 -0.2%
IA
93
IFP Advisors
Florida
$11.3M +$1.63M +87,624 +17%
KBFS
94
Kohmann Bosshard Financial Services
Ohio
$11.2M +$608K +24,057 +6%
Koshinski Asset Management
95
Koshinski Asset Management
Illinois
$11.2M +$816K +32,265 +8%
RDIA
96
RE Dickinson Investment Advisors
Iowa
$11M +$524K +20,727 +5%
AG
97
Appleton Group
Wisconsin
$11M +$9.64M +381,336 +697%
IAS
98
IMA Advisory Services
Colorado
$10.9M +$468K +18,513 +5%
PWA
99
Pillar Wealth Advisors
Pennsylvania
$10.8M -$179K -7,098 -2%
AWMG
100
Alliance Wealth Management Group
New Jersey
$10.7M -$199K -7,851 -2%
2 3
4
5 6