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 %
IRC
651
Investors Research Corp
Georgia
$110K – – –
Carson Wealth (CWM LLC)
652
Carson Wealth (CWM LLC)
Nebraska
$107K +$3.5K +138 +3%
AWM
653
Abound Wealth Management
Tennessee
$106K – – –
GLLW
654
Graves Light Lenhart Wealth
Virginia
$106K +$378 +15 +0.4%
HI
655
Hudock Inc
Pennsylvania
$104K -$1.16M -45,888 -92%
WPA
656
West Paces Advisors
Georgia
$104K – – –
S
657
SignatureFD
Georgia
$103K – – –
CFD
658
Creative Financial Designs
Indiana
$101K +$41.9K +1,650 +71%
ACA
659
Aptus Capital Advisors
Alabama
$100K +$1.82K +72 +2%
PK
660
Pflug Koory
Nebraska
$100K +$4.92K +195 +5%
GWANC
661
Guardian Wealth Advisors (North Carolina)
North Carolina
$96K -$2.12K -84 -2%
MFA
662
McClarren Financial Advisors
Pennsylvania
$94K +$228 +9 +0.2%
OC
663
Oakworth Capital
Alabama
$92K – – –
TCWA
664
Ten Capital Wealth Advisors
Washington
$89K – – –
BFC
665
Bedel Financial Consulting
Indiana
$78K +$1.89K +75 +2%
M
666
MOTCO
Texas
$72K – – –
BC
667
Burleson & Co
California
$71K +$229 +9 +0.3%
AWM
668
Aspire Wealth Management
Massachusetts
$69K – – –
AA
669
Addison Advisors
Vermont
$68K +$68K +2,682 New
HC
670
Hoese & Co
Minnesota
$61K – – –
ADL
671
Asset Dedication LLC
California
$61K – – –
COCM
672
Charter Oak Capital Management
New Hampshire
$61K +$21.7K +855 +55%
FHA
673
First Horizon Advisors
Tennessee
$60K -$36.5K -1,446 -38%
S
674
Surevest
California
$60K – – –
PCA
675
Providence Capital Advisors
North Carolina
$56K -$70.4K -2,763 -56%
25 26
27
28 29