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
+$105M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$68.5M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$67.5M
4
AA
Advisory Alpha
Michigan
+$26.3M
5
BPA
Beacon Pointe Advisors
California
+$21.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$35M
2
BCM
Brookstone Capital Management
Illinois
-$21.9M
3
NFG
Northeast Financial Group
Pennsylvania
-$16.6M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$14.9M
5
Ameriprise
Ameriprise
Minnesota
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMN
626
Financial Management Network
California
$203K +$689 +27 +0.3%
AWA
627
Arete Wealth Advisors
Illinois
$202K – – –
SI
628
Shaker Investments
Ohio
$201K +$228 +9 +0.1%
FM
629
Family Management
New York
$200K – – –
B
630
Bellecapital
Switzerland
$200K – – –
DSC
631
Duncker Streett & Co
Missouri
$200K +$304 +12 +0.2%
US Bancorp
632
US Bancorp
Minnesota
$196K +$7.57K +300 +4%
EWM
633
Evermay Wealth Management
Virginia
$192K – – –
NG
634
NWK Group
California
$189K – – –
OSAM
635
O'Shaughnessy Asset Management
Connecticut
$188K +$31K +1,230 +20%
RDFA
636
Ritter Daniher Financial Advisory
Ohio
$174K -$29K -1,146 -14%
SSB
637
Sandy Spring Bank
Maryland
$171K +$304 +12 +0.2%
CAL
638
Capital Advisors Ltd
Ohio
$160K +$14.8K +585 +10%
FCT
639
First Community Trust
Iowa
$159K – – –
NIC
640
Northwest Investment Counselors
Oregon
$156K +$228 +9 +0.1%
Bessemer Group
641
Bessemer Group
New Jersey
$152K +$101K +3,987 +200%
KSWA
642
Kathleen S. Wright Associates
Pennsylvania
$146K +$52.1K +2,067 +56%
WT
643
Whittier Trust
California
$139K +$96.1K +3,810 +224%
CDIA
644
Capital Directions Investment Advisors
Georgia
$134K +$134K +5,304 New
CIM
645
Contravisory Investment Management
Massachusetts
$132K +$6.62K +261 +5%
LFG
646
Larson Financial Group
Missouri
$129K +$4.32K +171 +3%
BONH
647
Bank of New Hampshire
New Hampshire
$129K +$129K +5,115 New
CCA
648
Column Capital Advisors
Indiana
$123K – – –
TSW
649
Thompson Siegel & Walmsley
Virginia
$121K – – –
FCA
650
FinTrust Capital Advisors
South Carolina
$118K -$6.08K -240 -5%
24 25
26
27 28