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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 %
APSP
176
Asset Planning Services (Pennsylvania)
Pennsylvania
$5.19M +$15.8K +591 +0.3%
WTC
177
WhitTier Trust Company
Nevada
$5.19M -$21.7K -810 -0.4%
MA
178
MBA Advisors
Pennsylvania
$5.15M +$94.7K +3,531 +2%
SPA
179
Sentinel Pension Advisors
Massachusetts
$5.12M +$331K +12,357 +7%
Susquehanna International Group
180
Susquehanna International Group
Pennsylvania
$5.12M +$2.4M +89,430 +88%
SAM
181
Smithbridge Asset Management
Pennsylvania
$5.12M +$72.8K +2,715 +1%
YIA
182
YHB Investment Advisors
Connecticut
$5.09M +$231K +8,607 +5%
Royal Bank of Canada
183
Royal Bank of Canada
Ontario, Canada
$5.08M +$1.26M +46,896 +33%
CCFM
184
Clear Creek Financial Management
Washington
$5.06M -$6.48M -241,500 -56%
RDWM
185
Red Door Wealth Management
Tennessee
$5.06M +$131K +4,872 +3%
HWA
186
Hilltop Wealth Advisors
North Carolina
$5.03M +$37.2K +1,386 +0.7%
FCAG
187
First Capital Advisors Group
New Jersey
$4.99M +$4.99M +185,991 New
MA
188
Mutual Advisors
Nebraska
$4.98M -$141K -5,268 -3%
GPFA
189
Game Plan Financial Advisors
Ohio
$4.89M +$61K +2,274 +1%
B
190
Brightworth
Georgia
$4.89M +$166K +6,210 +4%
SIA
191
SkyView Investment Advisors
New Jersey
$4.86M -$4.91K -183 -0.1%
NRI
192
NFP Retirement Inc
California
$4.86M +$208K +7,764 +4%
EFG
193
Everhart Financial Group
Ohio
$4.85M -$95.3K -3,555 -2%
SBL
194
Sargent Bickham Lagudis
Colorado
$4.81M +$122K +4,536 +3%
AWA
195
Acorn Wealth Advisors
Michigan
$4.8M +$375K +13,977 +8%
CCM
196
Coldstream Capital Management
Washington
$4.66M -$375K -13,986 -7%
NA
197
NewEdge Advisors
Louisiana
$4.6M +$1.98M +73,773 +75%
BAMG
198
Brand Asset Management Group
Missouri
$4.58M +$60.2K +2,247 +1%
AF
199
Advisornet Financial
Minnesota
$4.54M -$269K -10,026 -6%
FTS
200
Fifth Third Securities
Ohio
$4.49M +$206K +7,683 +5%
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