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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 %
JWBC
151
John W. Brooker & Co
California
$6.69M +$181K +6,741 +3%
MAM
152
Marquette Asset Management
Minnesota
$6.68M -$326K -12,150 -5%
AI
153
Atria Investments
North Carolina
$6.67M +$2.6M +97,119 +64%
NDSI
154
Newman Dignan & Sheerar Inc
Rhode Island
$6.63M +$59.3K +2,211 +0.9%
Baird Financial Group
155
Baird Financial Group
Wisconsin
$6.59M +$171K +6,381 +3%
BAM
156
Berkshire Asset Management
Pennsylvania
$6.57M +$1.2M +44,754 +22%
NCM
157
Northwest Capital Management
Oregon
$6.53M -$4.34M -174,531 -40%
SFMG
158
Sage Financial Management Group
Virginia
$6.53M +$6.53M +243,594 New
EL
159
Essex LLC
Illinois
$6.5M +$192K +7,143 +3%
HFS
160
Horizon Financial Services
North Carolina
$6.49M +$1.03M +38,340 +19%
GCA
161
Gradient Capital Advisors
California
$6.47M +$110K +4,092 +2%
VFIC
162
Valley Forge Investment Consultants
Pennsylvania
$6.45M +$462K +17,217 +8%
TCM
163
Tradewinds Capital Management
Washington
$6.3M +$51K +1,902 +0.8%
BSW
164
Buckingham Strategic Wealth
Missouri
$6.15M -$13.9K -519 -0.2%
KCPG
165
Kavar Capital Partners Group
Kansas
$5.95M +$249K +9,282 +4%
SWM
166
Sculati Wealth Management
Michigan
$5.92M -$28.8K -1,074 -0.5%
WMG
167
WESCAP Management Group
California
$5.78M +$82.5K +3,078 +1%
CCM
168
Colorado Capital Management
Colorado
$5.73M -$161K -5,964 -3%
BP
169
Broadleaf Partners
Ohio
$5.72M -$68.7K -2,562 -1%
Stifel Financial
170
Stifel Financial
Missouri
$5.66M -$514K -19,173 -8%
CFIA
171
Cantor Fitzgerald Investment Advisors
New York
$5.57M +$227K +8,448 +4%
CCWA
172
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.51M -$9.89K -369 -0.2%
AWG
173
Altus Wealth Group
Colorado
$5.47M +$2.84M +106,110 +108%
SCM
174
Southport Capital Management
Tennessee
$5.4M +$2.35M +87,633 +77%
PFA
175
Pure Financial Advisors
California
$5.26M +$278K +10,368 +6%
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