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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 %
EVM
126
Eaton Vance Management
Massachusetts
$8.47M -$539K -20,097 -6%
SWA
127
Sightline Wealth Advisors
Connecticut
$8.4M -$129K -4,785 -2%
RWA
128
Rainsberger Wealth Advisors
Colorado
$8.4M +$8.4M +313,134 New
LIM
129
Lathrop Investment Management
Arkansas
$8.39M -$287K -10,713 -3%
AFP
130
Ausdal Financial Partners
Iowa
$8.2M +$455K +16,974 +6%
CMP
131
Courage Miller Partners
Virginia
$8.06M +$108K +4,017 +1%
ECM
132
Exchange Capital Management
Michigan
$8.06M -$71.9K -2,682 -0.9%
TLP
133
Trinity Legacy Partners
Texas
$7.92M +$388K +14,454 +5%
KF
134
Krilogy Financial
Missouri
$7.87M -$481K -17,958 -6%
MCM
135
MAI Capital Management
Ohio
$7.76M +$182K +6,789 +2%
CA
136
Capital Advantage
California
$7.74M +$467K +18,300 +6%
SFWC
137
Strategic Family Wealth Counselors
New Jersey
$7.74M -$85.9K -3,204 -1%
FANJ
138
Financial Architects (New Jersey)
New Jersey
$7.68M +$121K +4,506 +2%
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$7.62M +$440K +16,374 +6%
SL
140
Systelligence LLC
Minnesota
$7.56M -$131K -4,887 -2%
DFA
141
DHJJ Financial Advisors
Illinois
$7.52M +$310K +11,571 +4%
EE
142
EWG Elevate
California
$7.5M +$286K +10,680 +4%
AIM
143
Anchor Investment Management
South Carolina
$7.31M +$243K +9,057 +3%
AWM
144
Avior Wealth Management
Nebraska
$7.31M -$5M -186,363 -41%
MCC
145
Money Concepts Capital
Florida
$7.27M +$7.27M +271,062 New
MIS
146
Morningstar Investment Services
Illinois
$7.19M +$132K +4,920 +2%
BDF
147
Black Diamond Financial
Maryland
$7.08M +$747K +27,858 +12%
CAM
148
Cresset Asset Management
Illinois
$6.97M +$6.97M +259,794 New
TPW
149
Tiller Private Wealth
Pennsylvania
$6.9M +$1.43M +53,217 +26%
TYCC
150
Texas Yale Capital Corp
Florida
$6.78M +$97.8K +3,648 +1%
4 5
6
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