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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 %
NRI
176
NFP Retirement Inc
California
$4.85M +$264K +10,434 +6%
WTC
177
WhitTier Trust Company
Nevada
$4.84M -$51.2K -2,025 -1%
SAM
178
Smithbridge Asset Management
Pennsylvania
$4.83M +$607 +24 +0%
AWG
179
Altus Wealth Group
Colorado
$4.79M -$371K -14,685 -7%
GPFA
180
Game Plan Financial Advisors
Ohio
$4.67M +$59.3K +2,346 +1%
WFAG
181
Wescott Financial Advisory Group
Pennsylvania
$4.6M +$4.6M +181,728 New
EH
182
Equitable Holdings
New York
$4.59M +$362K +14,334 +9%
EFG
183
Everhart Financial Group
Ohio
$4.52M -$52.7K -2,085 -1%
SPA
184
Sentinel Pension Advisors
Massachusetts
$4.51M -$324K -12,795 -7%
SS
185
Sunbelt Securities
Texas
$4.49M +$86.8K +3,387 +2%
BP
186
Broadleaf Partners
Ohio
$4.47M -$922K -36,462 -17%
SBL
187
Sargent Bickham Lagudis
Colorado
$4.45M -$88.8K -3,510 -2%
CCM
188
Coldstream Capital Management
Washington
$4.39M -$6.75K -267 -0.2%
AWA
189
Acorn Wealth Advisors
Michigan
$4.31M -$216K -8,544 -5%
ACM
190
AlphaStar Capital Management
North Carolina
$4.3M +$4.04M +159,681 +1,515%
MSFS
191
Main Street Financial Solutions
Pennsylvania
$4.3M +$230K +9,093 +6%
PWA
192
Providence Wealth Advisors
Illinois
$4.26M +$15.6K +612 +0.4%
SDWMA
193
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.22M +$132K +5,220 +3%
CA
194
Clearstead Advisors
Ohio
$4.17M +$10.3K +408 +0.2%
PA
195
Procyon Advisors
Connecticut
$4.15M +$732K +28,962 +21%
CWA
196
Carolina Wealth Advisors
South Carolina
$4.15M +$61.7K +2,442 +2%
B
197
Brightworth
Georgia
$4.11M -$497K -19,665 -11%
FCM
198
Fortis Capital Management
Washington
$4.1M +$935K +36,984 +30%
MAM
199
McCarthy Asset Management
California
$4.1M -$37.3K -1,473 -0.9%
TFS
200
TrustCore Financial Services
Tennessee
$4.07M +$777K +30,732 +24%
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8
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