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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.

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
AT
4
American Trust
Kentucky
$48.2M
5
Morgan Stanley
5
Morgan Stanley
New York
$70.5M

Top Sellers

1
KAS
1
Kestra Advisory Services
Texas
$3.24M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$11.3M
3
HI
3
Harbour Investments
Wisconsin
$1.51M
4
PFG
4
Piershale Financial Group
Illinois
$0
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$61.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$814M 10,106,335 +1,135,730 +13%
Creative Planning
2
Creative Planning
Kansas
$441M 5,484,531 +19,115 +0.3%
HighTower Advisors
3
HighTower Advisors
Illinois
$267M 3,316,186 +873,149 +36%
UBS Group
4
UBS Group
Switzerland
$142M 1,771,321 -4,125 -0.2%
PCIA
5
Prime Capital Investment Advisors
Kansas
$135M 1,684,388 +98,834 +6%
BBA
6
BLB&B Advisors
Pennsylvania
$108M 1,346,531 +28,459 +2%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$107M 1,331,030 +75,659 +6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$103M 1,281,347 +81,927 +7%
Ameriprise
9
Ameriprise
Minnesota
$98.7M 1,223,063 -111,219 -8%
Thrivent Financial for Lutherans
10
Thrivent Financial for Lutherans
Minnesota
– – – –
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$87.5M 1,087,528 -55,161 -5%
AWS
12
AJ Wealth Strategies
New York
$84.3M 1,048,195 +79,112 +8%
OIA
13
OneDigital Investment Advisors
Kansas
$83.2M 1,034,175 +13,371 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$81.3M 1,010,706 +132,519 +15%
BCM
15
Brookstone Capital Management
Illinois
$75M 952,443 -109,327 -10%
AA
16
Advisory Alpha
Michigan
$73.3M 911,148 +136,993 +18%
Morgan Stanley
17
Morgan Stanley
New York
$70.5M 876,327 +286,547 +49%
JFG
18
JMG Financial Group
Illinois
$69.2M 860,839 +493 +0.1%
RM
19
Resource Management
Louisiana
$62.7M 779,610 +15,750 +2%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$61.2M 760,436 -185,702 -20%
FFA
21
Fragasso Financial Advisors
Pennsylvania
$59.4M 738,117 +7,823 +1%
MGIA
22
Moneta Group Investment Advisors
Missouri
$56.3M 699,764 +75,318 +12%
Cerity Partners
23
Cerity Partners
New York
$55.9M 694,603 +694,603 New
LPL Financial
24
LPL Financial
California
$51.5M 639,779 +60,916 +11%
AT
25
American Trust
Kentucky
$48.2M 598,857 +598,857 New
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