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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$834M 10,996,483 +890,148 +9%
Creative Planning
2
Creative Planning
Kansas
$521M 6,867,201 +1,382,670 +25%
HighTower Advisors
3
HighTower Advisors
Illinois
$272M 3,584,497 +268,311 +8%
UBS Group
4
UBS Group
Switzerland
$136M 1,796,353 +25,032 +1%
PCIA
5
Prime Capital Investment Advisors
Kansas
$135M 1,679,025 -5,363 -0.3%
BBA
6
BLB&B Advisors
Pennsylvania
$108M 1,420,270 +73,739 +5%
LWMT
7
Legacy Wealth Management (Tennessee)
Tennessee
$102M 1,347,190 +16,160 +1%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$97.6M 1,286,750 +5,403 +0.4%
AA
9
Advisory Alpha
Michigan
$95.4M 1,257,408 +346,260 +38%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$84.7M 1,116,855 +29,327 +3%
Ameriprise
11
Ameriprise
Minnesota
$82.1M 1,082,630 -140,433 -11%
OIA
12
OneDigital Investment Advisors
Kansas
$80.6M 1,061,836 +27,661 +3%
JFG
13
JMG Financial Group
Illinois
$78.6M 1,036,272 +175,433 +20%
FFA
14
Fragasso Financial Advisors
Pennsylvania
$73.1M 962,975 +224,858 +30%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$71.3M 939,716 -70,990 -7%
AWS
16
AJ Wealth Strategies
New York
$70.5M 929,361 -118,834 -11%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$68.5M 903,239 +903,239 New
MGIA
18
Moneta Group Investment Advisors
Missouri
$62.2M 820,182 +120,418 +17%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$56.1M 739,547 -20,889 -3%
Cerity Partners
20
Cerity Partners
New York
$52M 685,397 -9,206 -1%
BCM
21
Brookstone Capital Management
Illinois
$48.5M 656,072 -296,371 -31%
AT
22
American Trust
Kentucky
$45.4M 598,294 -563 -0.1%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$44.6M 584,175 +1,353 +0.2%
LPL Financial
24
LPL Financial
California
$44.2M 582,179 -57,600 -9%
HSA
25
HBK Sorce Advisory
Pennsylvania
$43.1M 568,541 +17,897 +3%
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