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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 %
EH
201
Equitable Holdings
New York
$4.48M +$778K +29,025 +21%
UIA
202
Ulland Investment Advisors
Minnesota
$4.47M +$4.47M +166,806 New
CA
203
Clearstead Advisors
Ohio
$4.41M +$337K +12,558 +8%
MAM
204
McCarthy Asset Management
California
$4.38M +$123K +4,599 +3%
PWA
205
Providence Wealth Advisors
Illinois
$4.34M +$144K +5,547 +3%
SS
206
Sunbelt Securities
Texas
$4.33M -$374K -14,832 -8%
CWA
207
Carolina Wealth Advisors
South Carolina
$4.33M +$96.6K +3,603 +2%
SDWMA
208
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.33M +$114K +4,245 +3%
MSFS
209
Main Street Financial Solutions
Pennsylvania
$4.31M +$54.5K +2,034 +1%
GCP
210
Gill Capital Partners
Colorado
$4.1M -$29K -1,083 -0.7%
FVWA
211
Foster Victor Wealth Advisors
South Carolina
$4.08M +$574K +21,759 +16%
LBC
212
Lowe Brockenbrough & Co
Virginia
$4.08M +$4.43K +165 +0.1%
BWL
213
Bogart Wealth LLC
Virginia
$4.03M +$987K +36,819 +32%
FC
214
Forte Capital
New York
$4M +$1.05K +39 +0%
AOWM
215
Alpha Omega Wealth Management
Virginia
$3.97M -$114K -4,347 -3%
OFG
216
Orcam Financial Group
California
$3.96M +$3.96M +147,618 New
GVAG
217
Great Valley Advisor Group
Delaware
$3.91M +$26.5K +987 +0.7%
WSTAM
218
Wilbanks Smith & Thomas Asset Management
Virginia
$3.9M -$23.4K -873 -0.6%
MCM
219
Mengis Capital Management
Oregon
$3.88M +$125K +4,662 +3%
VA
220
Valmark Advisers
Ohio
$3.87M +$186K +6,948 +5%
BBPWM
221
Blue Bell Private Wealth Management
Pennsylvania
$3.84M +$97.7K +3,645 +3%
PSIWM
222
Paradigm Strategies in Wealth Management
Minnesota
$3.81M -$57.4K -2,142 -1%
RC
223
Roundview Capital
New Jersey
$3.8M -$6.35K -237 -0.2%
SFA
224
Sequoia Financial Advisors
Ohio
$3.73M +$2.7M +100,695 +261%
PA
225
Procyon Advisors
Connecticut
$3.62M +$3.62M +135,156 New
7 8
9
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