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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

666 hedge funds and large institutions have $5.06B invested in Schwab US Mid-Cap ETF in 2021 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 256 increasing their positions, 271 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
+17
Holders Change %
+2.62%
% of All Funds
11.73%
Holding in Top 10
94
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+4.44%
% of All Funds
1.66%
New
56
Increased
256
Reduced
271
Closed
32
Calls
$209K
Puts
–
Net Calls
+$209K
Net Calls Change
-$79K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$538M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$79.4M
3
AWS
AJ Wealth Strategies
New York
$58.1M
4
FFA
Fragasso Financial Advisors
Pennsylvania
$50.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
$9.77M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$19.9M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$84.1M
3
KAS
Kestra Advisory Services
Texas
$3.25M
4
FFN
Focus Financial Network
Minnesota
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFSCE
226
Enterprise Financial Services Corp (EFSC)
Missouri
$2.7M -$71.1K -2,865 -3%
BC
227
Barnett & Company
Tennessee
$2.66M +$332K +13,386 +14%
WIC
228
Whitegate Investment Counselors
New Hampshire
$2.64M -$112K -4,521 -4%
JPLA
229
Joseph P. Lucia & Associates
New York
$2.57M +$22K +885 +0.9%
AI
230
Atria Investments
North Carolina
$2.55M -$1.2M -48,342 -32%
FVWA
231
Foster Victor Wealth Advisors
South Carolina
$2.55M +$136K +5,325 +6%
SWM
232
SeaCrest Wealth Management
New York
$2.54M -$54.2K -2,184 -2%
MAS
233
Madden Advisory Services
Florida
$2.51M +$184K +7,431 +8%
BAM
234
Belpointe Asset Management
Nevada
$2.5M +$287K +11,562 +13%
PFT
235
Providence First Trust
Arizona
$2.49M – – –
LCM
236
Leisure Capital Management
California
$2.47M +$119K +4,791 +5%
ANTB
237
AMG National Trust Bank
Colorado
$2.44M – – –
CA
238
Cetera Advisors
Colorado
$2.43M -$179K -7,194 -7%
CCFM
239
Clear Creek Financial Management
Washington
$2.38M -$16.4M -637,332 -87%
SFP
240
Strategic Financial Planning
Texas
$2.37M +$390K +15,720 +20%
CHA
241
Carmichael Hill & Associates
Maryland
$2.36M -$80.7K -3,255 -3%
CWM
242
Chesapeake Wealth Management
Virginia
$2.35M -$76.7K -3,090 -3%
Susquehanna International Group
243
Susquehanna International Group
Pennsylvania
$2.34M +$1.71M +69,012 +272%
PCMC
244
Private Capital Management (Colorado)
Colorado
$2.31M -$149K -6,024 -6%
PWM
245
Perigon Wealth Management
California
$2.29M +$80.7K +3,252 +4%
H
246
HoyleCohen
California
$2.26M +$200K +8,055 +10%
JWA
247
JFS Wealth Advisors
Pennsylvania
$2.25M +$31.6K +1,272 +1%
CA
248
Clearstead Advisors
Ohio
$2.25M +$247K +9,945 +12%
Cetera Investment Advisers
249
Cetera Investment Advisers
Illinois
$2.22M -$764K -30,795 -26%
ISWM
250
Independent Solutions Wealth Management
New York
$2.21M -$160K -6,441 -7%
8 9
10
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