SCHM icon

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 %
MA
226
Mutual Advisors
Nebraska
$3.39M -$1.31M -51,834 -28%
SWM
227
Southern Wealth Management
Texas
$3.3M +$30.7K +1,215 +0.9%
KAS
228
Kestra Advisory Services
Texas
$3.29M +$228K +9,003 +7%
PWM
229
Perigon Wealth Management
California
$3.27M +$154K +6,096 +5%
MTIC
230
Missouri Trust & Investment Company
Missouri
$3.22M +$227K +8,985 +8%
CFA
231
Cahill Financial Advisors
Minnesota
$3.18M -$32.8K -1,296 -1%
EW
232
Element Wealth
Mississippi
$3.18M -$81.7K -3,231 -3%
CFO
233
Collective Family Office
Pennsylvania
$3.17M +$163K +6,429 +5%
SF
234
Safeguard Financial
Wisconsin
$3.1M +$3.1M +122,601 New
ACA
235
Atlas Capital Advisors
Wyoming
$3.09M -$52.1K -2,061 -2%
MG
236
Mather Group
Illinois
$3.08M +$14.9K +588 +0.5%
AWM
237
Apollon Wealth Management
South Carolina
$3.06M +$1.33M +52,734 +77%
AF
238
Allworth Financial
California
$3.05M +$614K +24,276 +25%
BA
239
Bristlecone Advisors
Washington
$3.03M -$76.3K -3,018 -2%
SAF
240
Smith Anglin Financial
Texas
$2.96M -$191K -7,548 -6%
PAG
241
Powers Advisory Group
Illinois
$2.96M +$269K +10,641 +10%
Cetera Investment Advisers
242
Cetera Investment Advisers
Illinois
$2.96M +$298K +11,793 +11%
BBW
243
Blue Barn Wealth
Utah
$2.91M +$277K +10,938 +11%
RWA
244
River Wealth Advisors
Pennsylvania
$2.9M -$9.41K -372 -0.3%
FCC
245
Flower City Capital
New York
$2.9M -$305K -12,048 -10%
TWM
246
Tradition Wealth Management
Minnesota
$2.9M -$109K -4,317 -4%
SCM
247
Southport Capital Management
Tennessee
$2.89M -$2.21M -87,303 -43%
LF
248
LifeSteps Financial
California
$2.88M +$318K +12,573 +12%
SLT
249
St Louis Trust
Missouri
$2.86M +$502K +19,866 +21%
BFEC
250
Benjamin F. Edwards & Company
Missouri
$2.85M +$168K +6,633 +6%
8 9
10
11 12