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
Creative Planning
Kansas
$521M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$68.5M
3
Financial Engines Advisors
Financial Engines Advisors
California
$834M
4
AA
Advisory Alpha
Michigan
$95.4M
5
BPA
Beacon Pointe Advisors
California
$37.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$31.5M
2
BCM
Brookstone Capital Management
Illinois
$48.5M
3
NFG
Northeast Financial Group
Pennsylvania
$0
4
AllianceBernstein
AllianceBernstein
Tennessee
$3.95M
5
Ameriprise
Ameriprise
Minnesota
$82.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
351
Chandler Asset Management
California
$1.3M +$4.48K +177 +0.3%
TFS
352
Thoroughbred Financial Services
Tennessee
$1.29M +$442K +17,472 +52%
FLPIM
353
F.L. Putnam Investment Management
Massachusetts
$1.27M -$379 -15 -0%
CF
354
Centaurus Financial
California
$1.26M -$1.76M -69,666 -58%
Janney Montgomery Scott
355
Janney Montgomery Scott
Pennsylvania
$1.25M -$80.4K -3,177 -6%
LJAC
356
L.J. Altfest & Co
New York
$1.24M +$6.07K +240 +0.5%
PA
357
Planning Alternatives
Michigan
$1.23M -$19.9K -786 -2%
FI
358
FIDELIS iM
Oregon
$1.23M – – –
DW
359
Domani Wealth
Pennsylvania
$1.23M +$76 +3 +0%
CBFP
360
Cedar Brook Financial Partners
Ohio
$1.22M +$364K +14,412 +42%
IFS
361
Ifrah Financial Services
Arkansas
$1.22M -$46K -1,821 -4%
FAG
362
Financial Advisory Group
Texas
$1.22M -$6.14K -243 -0.5%
WCM
363
Wisconsin Capital Management
Wisconsin
$1.21M – – –
MWA
364
Motive Wealth Advisors
Michigan
$1.21M – – –
SMC
365
Smith, Moore & Co
Missouri
$1.21M +$6.45K +255 +0.5%
KWM
366
Kingsview Wealth Management
Oregon
$1.21M -$9.71K -384 -0.8%
LWM
367
Laidlaw Wealth Management
New York
$1.21M -$391K -15,474 -24%
AC
368
Abbrea Capital
California
$1.21M – – –
ES
369
ETF Store
Kansas
$1.2M -$21.8K -924 -2%
AA
370
Alesco Advisors
New York
$1.2M +$349K +13,815 +41%
GB
371
Goepper Burkhardt
South Carolina
$1.2M -$68.3K -2,700 -5%
PFM
372
Phillips Financial Management
Indiana
$1.19M +$363K +14,364 +44%
ML
373
McAdam LLC
Pennsylvania
$1.19M +$30.2K +1,194 +3%
LB
374
Legacy Bridge
Iowa
$1.18M – – –
AssetMark Inc
375
AssetMark Inc
California
$1.17M +$1.09M +43,086 +1,332%
13 14
15
16 17