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 %
PO
701
Private Ocean
California
$22K – – –
AWM
702
Atticus Wealth Management
Florida
$22K +$21.7K +840 +7,000%
AAP
703
Arax Advisory Partners
Colorado
$21K +$1.24K +48 +6%
JPMorgan Chase & Co
704
JPMorgan Chase & Co
New York
$20K +$20K +789 New
GIA
705
Goodwin Investment Advisory
Georgia
$18K – – –
SIAP
706
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K +$448 +18 +3%
KFI
707
Key Financial Inc
Pennsylvania
$17K – – –
HBW
708
Hazlett, Burt & Watson
West Virginia
$16K +$16K +618 New
HF
709
Halpern Financial
Virginia
$15.2K – – –
BFG
710
Baron Financial Group
New Jersey
$15.2K – – –
CFGS
711
Concourse Financial Group Securities
Alabama
$15K -$85.6K -3,339 -85%
GWS
712
Glassman Wealth Services
Virginia
$15K -$5.9K -237 -28%
OHWP
713
Oak Harbor Wealth Partners
North Carolina
$15K – – –
SWM
714
Selective Wealth Management
Virginia
$15K +$15K +582 New
LPP
715
Life Planning Partners
Florida
$13K – – –
Citigroup
716
Citigroup
New York
$13K +$4.57K +174 +54%
FFA
717
Fairfield Financial Advisors
Massachusetts
$12.2K +$12.2K +483 New
ME
718
McIlrath & Eck
Washington
$12K – – –
AW
719
Avion Wealth
Texas
$10K – – –
HCM
720
Horrell Capital Management
Arkansas
$9K – – –
HS
721
Horan Securities
United States
$9K – – –
FFA
722
Founders Financial Alliance
North Carolina
$8K – – –
SC
723
Stephens Consulting
Michigan
$7.81K – – –
Simplex Trading
724
Simplex Trading
Illinois
$7K – – –
NDSI
725
Newman Dignan & Sheerar Inc
Rhode Island
$6.36K +$112 +4,410 +2%
27 28
29
30 31