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
1
Creative Planning
Kansas
$521M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$68.5M
3
Financial Engines Advisors
3
Financial Engines Advisors
California
$834M
4
AA
4
Advisory Alpha
Michigan
$95.4M
5
BPA
5
Beacon Pointe Advisors
California
$37.6M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$31.5M
2
BCM
2
Brookstone Capital Management
Illinois
$48.5M
3
NFG
3
Northeast Financial Group
Pennsylvania
$0
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$3.95M
5
Ameriprise
5
Ameriprise
Minnesota
$82.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FC
201
Forte Capital
New York
$4M – – –
AllianceBernstein
202
AllianceBernstein
Tennessee
$3.95M -$14.9M -587,625 -79%
LA
203
LexAurum Advisors
Kansas
$3.87M +$3.54M +140,052 +1,065%
GCP
204
Gill Capital Partners
Colorado
$3.86M -$3.11K -123 -0.1%
FCAG
205
First Capital Advisors Group
New Jersey
$3.86M -$844K -33,393 -18%
BWL
206
Bogart Wealth LLC
Virginia
$3.86M +$58K +2,292 +2%
AOWM
207
Alpha Omega Wealth Management
Virginia
$3.86M +$22.2K +879 +0.6%
CCFM
208
Clear Creek Financial Management
Washington
$3.84M -$938K -37,086 -20%
VA
209
Valmark Advisers
Ohio
$3.82M +$165K +6,516 +5%
LBC
210
Lowe Brockenbrough & Co
Virginia
$3.81M -$33K -1,305 -0.9%
MCM
211
Mengis Capital Management
Oregon
$3.77M +$104K +4,116 +3%
SFA
212
Sequoia Financial Advisors
Ohio
$3.73M +$208K +8,235 +6%
NA
213
NewEdge Advisors
Louisiana
$3.71M -$632K -25,011 -15%
GVAG
214
Great Valley Advisor Group
Delaware
$3.7M +$4.02K +159 +0.1%
PSIWM
215
Paradigm Strategies in Wealth Management
Minnesota
$3.63M +$36.6K +1,449 +1%
BBPWM
216
Blue Bell Private Wealth Management
Pennsylvania
$3.62M +$3.19K +126 +0.1%
RC
217
Roundview Capital
New Jersey
$3.56M -$25.6K -1,011 -0.7%
Royal Bank of Canada
218
Royal Bank of Canada
Ontario, Canada
$3.52M -$1.27M -50,166 -27%
OFG
219
Orcam Financial Group
California
$3.51M -$226K -8,925 -6%
EFS
220
Econ Financial Services
Pennsylvania
$3.49M -$2.57M -101,547 -42%
MAS
221
Madden Advisory Services
Florida
$3.48M +$102K +4,041 +3%
AAS
222
Ameritas Advisory Services
Nebraska
$3.47M +$59.2K +2,343 +2%
WSTAM
223
Wilbanks Smith & Thomas Asset Management
Virginia
$3.47M +$9.35K +393 +0.3%
UIA
224
Ulland Investment Advisors
Minnesota
$3.45M -$765K -30,240 -18%
HWM
225
HB Wealth Management
Georgia
$3.45M +$109K +4,299 +3%
7 8
9
10 11