SCHM icon

Schwab US Mid-Cap ETF

782 hedge funds and large institutions have $5.99B invested in Schwab US Mid-Cap ETF in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 280 increasing their positions, 327 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

1% more funds holding

Funds holding: 776782 (+6)

6% less funds holding in top 10

Funds holding in top 10: 8782 (-5)

14% less repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 327

Holders
782
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$801K
Puts
$75K
Net Calls
Net Calls Change

Top Sellers

1 -$54.8M
2 -$44.6M
3 -$24.3M
4
Creative Planning
Creative Planning
Kansas
-$20.4M
5
Ameriprise
Ameriprise
Minnesota
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
576
$328K
577
$325K
578
$325K
579
$320K
580
$319K
581
$318K
582
$316K
583
$315K
584
$315K
585
$314K
586
$308K
587
$308K
588
$307K
589
$306K
590
$306K
591
$300K
592
$298K
593
$297K
594
$296K
595
$296K
596
$296K
597
$295K
598
$294K
599
$294K
600
$292K