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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 %
CAPTRUST Financial Advisors
151
CAPTRUST Financial Advisors
North Carolina
$6.38M -$804K -31,791 -11%
SFMG
152
Sage Financial Management Group
Virginia
$6.31M +$149K +5,889 +2%
BSW
153
Buckingham Strategic Wealth
Missouri
$6.29M +$492K +19,464 +8%
EL
154
Essex LLC
Illinois
$6.27M +$147K +5,829 +2%
PR
155
Payden & Rygel
California
$6.18M -$3.95M -156,360 -39%
SW
156
Simplicity Wealth
New Jersey
$6.05M -$2.11M -83,574 -26%
BAMG
157
Brand Asset Management Group
Missouri
$6.04M +$1.72M +68,034 +40%
TCM
158
Tradewinds Capital Management
Washington
$6.01M +$71.1K +2,811 +1%
GCA
159
Gradient Capital Advisors
California
$5.77M -$331K -13,071 -5%
CFIA
160
Cantor Fitzgerald Investment Advisors
New York
$5.75M +$494K +19,524 +9%
RCA
161
Reitz Capital Advisors
Michigan
$5.73M -$4.69M -185,619 -45%
WMG
162
WESCAP Management Group
California
$5.7M +$248K +9,798 +5%
KCPG
163
Kavar Capital Partners Group
Kansas
$5.69M +$86.9K +3,435 +2%
Stifel Financial
164
Stifel Financial
Missouri
$5.69M +$356K +14,082 +7%
CCM
165
Colorado Capital Management
Colorado
$5.62M +$237K +9,381 +4%
SWM
166
Sculati Wealth Management
Michigan
$5.59M +$2.88K +114 +0.1%
MAM
167
Marquette Asset Management
Minnesota
$5.38M -$916K -36,234 -15%
CAM
168
Cresset Asset Management
Illinois
$5.2M -$1.37M -54,267 -21%
MA
169
MBA Advisors
Pennsylvania
$5.17M +$313K +12,396 +6%
CCWA
170
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.06M -$144K -5,685 -3%
PFA
171
Pure Financial Advisors
California
$5.04M +$82.5K +3,261 +2%
AI
172
Atria Investments
North Carolina
$4.98M -$1.31M -51,939 -21%
RDWM
173
Red Door Wealth Management
Tennessee
$4.97M +$201K +7,959 +4%
HWA
174
Hilltop Wealth Advisors
North Carolina
$4.96M +$218K +8,625 +5%
YIA
175
YHB Investment Advisors
Connecticut
$4.91M +$110K +4,362 +2%
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