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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 %
TCM
101
Towercrest Capital Management
Pennsylvania
$10.7M -$199K -7,851 -2%
JIC
102
Johnson Investment Counsel
Ohio
$10.7M +$951K +37,617 +10%
ACA
103
Affinity Capital Advisors
California
$10.3M +$841K +33,243 +9%
MML Investors Services
104
MML Investors Services
Massachusetts
$10.1M -$490K -19,383 -5%
MMA
105
Miracle Mile Advisors
California
$10M +$211K +8,358 +2%
NCMW
106
Northern Capital Management (Washington)
Washington
$9.89M -$452K -17,877 -4%
PAI
107
Pittenger & Anderson Inc
Nebraska
$9.83M +$136K +5,394 +1%
SIG
108
Spinnaker Investment Group
California
$9.59M +$238K +9,162 +3%
PFM
109
Peak Financial Management
Massachusetts
$9.48M -$44.5K -1,758 -0.5%
SJIM
110
St. Johns Investment Management
Florida
$9.42M +$125K +4,950 +1%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$9.42M +$3.2M +126,735 +52%
HFS
112
Horizon Financial Services
North Carolina
$9.34M +$3.22M +127,350 +53%
APW
113
Aurora Private Wealth
New Jersey
$9.3M +$359K +14,205 +4%
AWC
114
Adamsbrown Wealth Consultants
Kansas
$9.24M +$397K +15,681 +4%
CCA
115
Clearwater Capital Advisors
Illinois
$9.17M +$330K +13,035 +4%
LF
116
Lee Financial
Texas
$8.76M -$109K -4,302 -1%
SA
117
Scarborough Advisors
Maryland
$8.65M -$276K -10,923 -3%
MWP
118
Meridian Wealth Partners
Pennsylvania
$8.65M -$73.7K -2,916 -0.8%
ATWA
119
Arbor Trust Wealth Advisors
Michigan
$8.62M -$126K -4,983 -1%
Jones Financial Companies
120
Jones Financial Companies
Missouri
$8.56M +$407K +16,110 +5%
LCC
121
Lincoln Capital Corp
Rhode Island
$8.46M +$148K +5,841 +2%
RRC
122
Relaxing Retirement Coach
Massachusetts
$8.18M -$73.1K -2,892 -0.9%
RWA
123
Rainsberger Wealth Advisors
Colorado
$7.97M +$51.7K +2,043 +0.7%
TLP
124
Trinity Legacy Partners
Texas
$7.95M +$477K +18,855 +6%
EVM
125
Eaton Vance Management
Massachusetts
$7.93M -$58.6K -2,319 -0.7%
3 4
5
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