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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 %
BAM
126
Berkshire Asset Management
Pennsylvania
$7.87M +$1.67M +66,204 +27%
CA
127
Capital Advantage
California
$7.87M +$194K +7,659 +3%
SWA
128
Sightline Wealth Advisors
Connecticut
$7.84M -$53.4K -2,112 -0.7%
EE
129
EWG Elevate
California
$7.73M +$657K +25,983 +9%
TPW
130
Tiller Private Wealth
Pennsylvania
$7.67M +$1.16M +45,909 +18%
CMP
131
Courage Miller Partners
Virginia
$7.67M +$64.6K +2,556 +0.9%
AFP
132
Ausdal Financial Partners
Iowa
$7.56M -$175K -6,939 -2%
ECM
133
Exchange Capital Management
Michigan
$7.51M -$90.8K -3,591 -1%
MCC
134
Money Concepts Capital
Florida
$7.42M +$564K +22,311 +8%
SFWC
135
Strategic Family Wealth Counselors
New Jersey
$7.41M +$116K +4,572 +2%
MCM
136
MAI Capital Management
Ohio
$7.3M -$21.8K -861 -0.3%
DFA
137
DHJJ Financial Advisors
Illinois
$7.25M +$126K +4,968 +2%
KF
138
Krilogy Financial
Missouri
$7.15M -$271K -10,716 -4%
FANJ
139
Financial Architects (New Jersey)
New Jersey
$7.05M -$188K -7,431 -3%
B
140
Bensler
Washington
$6.98M +$6.98M +276,219 New
SL
141
Systelligence LLC
Minnesota
$6.98M -$154K -6,096 -2%
AWM
142
Avior Wealth Management
Nebraska
$6.88M -$12.3K -486 -0.2%
AIM
143
Anchor Investment Management
South Carolina
$6.8M -$92K -3,639 -1%
TYCC
144
Texas Yale Capital Corp
Florida
$6.58M +$183K +7,224 +3%
NCM
145
Northwest Capital Management
Oregon
$6.55M -$92.6K -3,663 -1%
CWM
146
Congress Wealth Management
Massachusetts
$6.49M -$1.81M -71,550 -22%
VFIC
147
Valley Forge Investment Consultants
Pennsylvania
$6.49M +$407K +16,089 +7%
LIM
148
Lathrop Investment Management
Arkansas
$6.47M -$1.44M -57,078 -18%
BDF
149
Black Diamond Financial
Maryland
$6.43M -$245K -9,681 -4%
JWBC
150
John W. Brooker & Co
California
$6.43M +$114K +4,521 +2%
4 5
6
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