SCHM icon

Schwab US Mid-Cap ETF

767 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.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

9% more capital invested

Capital invested by funds: $5.57B → $6.09B (+$517M)

5% more funds holding in top 10

Funds holding in top 10: 8892 (+4)

3.98% more ownership

Funds ownership: 171.75%175.73% (+4%)

Holders
767
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.28M
Puts
$378K
Net Calls
Net Calls Change

Top Buyers

1 +$91.4M
2 +$70.2M
3 +$55.9M
4
Morgan Stanley
Morgan Stanley
New York
+$23M
5
SC
Savant Capital
Illinois
+$22.6M
Name Holding Trade Value Shares
Change
Change in
Stake
601
$250K
602
$249K
603
$247K
604
$245K
605
$245K
606
$243K
607
$242K
608
$241K
609
$239K
610
$239K
611
$237K
612
$234K
613
$234K
614
$232K
615
$230K
616
$230K
617
$229K
618
$226K
619
$226K
620
$226K
621
$224K
622
$224K
623
$223K
624
$215K
625
$214K