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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.

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 %
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$11M +$706K +26,346 +7%
IAS
102
IMA Advisory Services
Colorado
$11M +$538K +20,064 +5%
NCMW
103
Northern Capital Management (Washington)
Washington
$11M -$182K -6,795 -2%
RCA
104
Reitz Capital Advisors
Michigan
$10.8M +$3.92M +150,255 +57%
PR
105
Payden & Rygel
California
$10.7M +$175K +6,540 +2%
MMA
106
Miracle Mile Advisors
California
$10.4M -$117K -4,368 -1%
JIC
107
Johnson Investment Counsel
Ohio
$10.3M +$536K +19,968 +5%
PAI
108
Pittenger & Anderson Inc
Nebraska
$10.3M +$900K +33,570 +10%
PFM
109
Peak Financial Management
Massachusetts
$10.1M -$249K -9,282 -2%
ACA
110
Affinity Capital Advisors
California
$10M +$364K +13,581 +4%
SJIM
111
St. Johns Investment Management
Florida
$9.86M -$132K -4,905 -1%
APW
112
Aurora Private Wealth
New Jersey
$9.47M +$312K +11,652 +3%
SA
113
Scarborough Advisors
Maryland
$9.47M +$9.47M +353,109 New
LF
114
Lee Financial
Texas
$9.4M -$166K -6,210 -2%
AWC
115
Adamsbrown Wealth Consultants
Kansas
$9.38M +$9.38M +349,695 New
CCA
116
Clearwater Capital Advisors
Illinois
$9.37M +$150K +5,580 +2%
ATWA
117
Arbor Trust Wealth Advisors
Michigan
$9.29M +$204K +7,596 +2%
NYLIM
118
New York Life Investment Management
New York
$9.28M +$3.7M +138,189 +66%
MWP
119
Meridian Wealth Partners
Pennsylvania
$9.25M -$283K -10,554 -3%
SIG
120
Spinnaker Investment Group
California
$9.08M +$9.08M +360,438 New
LCC
121
Lincoln Capital Corp
Rhode Island
$8.82M +$57.5K +2,145 +0.7%
CWM
122
Congress Wealth Management
Massachusetts
$8.81M +$8.81M +328,404 New
RRC
123
Relaxing Retirement Coach
Massachusetts
$8.74M -$44.1K -1,647 -0.5%
SW
124
Simplicity Wealth
New Jersey
$8.65M +$8.65M +322,698 New
Jones Financial Companies
125
Jones Financial Companies
Missouri
$8.64M +$76.5K +2,853 +0.9%
3 4
5
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