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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

689 hedge funds and large institutions have $5.57B invested in Schwab US Mid-Cap ETF in 2021 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 313 increasing their positions, 227 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
689
Holders Change
-4
Holders Change %
-0.58%
% of All Funds
12.1%
Holding in Top 10
88
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-6.38%
% of All Funds
1.55%
New
36
Increased
313
Reduced
227
Closed
29
Calls
$1.17M
Puts
$958K
Net Calls
+$209K
Net Calls Change
-$44K

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$53.2M
2
KAS
Kestra Advisory Services
Texas
+$37.8M
3
Morgan Stanley
Morgan Stanley
New York
+$12.7M
4
AWM
Avior Wealth Management
Nebraska
+$10M
5
AA
Advisory Alpha
Michigan
+$9.51M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$94.9M
2
BCM
Brookstone Capital Management
Illinois
-$93.8M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$29.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.8M
5
TCM
Tradewinds Capital Management
Washington
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
226
Centaurus Financial
California
$3.11M +$190K +7,443 +7%
BA
227
Bristlecone Advisors
Washington
$3.06M +$91.2K +3,570 +3%
RWA
228
River Wealth Advisors
Pennsylvania
$3.02M -$53.7K -2,100 -2%
MG
229
Mather Group
Illinois
$2.97M -$29K -1,134 -1%
AFG
230
Albion Financial Group
Utah
$2.95M -$310K -12,132 -10%
IWC
231
Integrated Wealth Concepts
Massachusetts
$2.94M -$130K -5,082 -4%
FHB
232
First Hawaiian Bank
Hawaii
$2.94M – – –
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$2.93M -$81.3K -3,183 -3%
SCM
234
Southport Capital Management
Tennessee
$2.91M -$26.8K -1,050 -0.9%
BWL
235
Bogart Wealth LLC
Virginia
$2.9M -$58.4K -2,286 -2%
JPLA
236
Joseph P. Lucia & Associates
New York
$2.66M -$7.9K -309 -0.3%
PFA
237
Pinnacle Family Advisors
Missouri
$2.64M +$68.3K +2,673 +3%
ISWM
238
Independent Solutions Wealth Management
New York
$2.61M +$13.1K +513 +0.5%
Susquehanna International Group
239
Susquehanna International Group
Pennsylvania
$2.6M -$1.65M -64,398 -39%
BFEC
240
Benjamin F. Edwards & Company
Missouri
$2.6M +$107K +4,170 +4%
EFSCE
241
Enterprise Financial Services Corp (EFSC)
Missouri
$2.58M -$52.9K -2,070 -2%
PFT
242
Providence First Trust
Arizona
$2.56M – – –
AMM
243
American Money Management
California
$2.55M +$711K +27,816 +39%
LCM
244
Leisure Capital Management
California
$2.53M -$32.7K -1,281 -1%
SHJ
245
Sharkey, Howes & Javer
Colorado
$2.53M +$5.06K +198 +0.2%
ANTB
246
AMG National Trust Bank
Colorado
$2.51M – – –
PWM
247
Perigon Wealth Management
California
$2.51M -$3.76K -147 -0.1%
AWG
248
Altus Wealth Group
Colorado
$2.51M -$342K -13,371 -12%
NA
249
NewEdge Advisors
Louisiana
$2.5M +$1.34M +52,620 +117%
H
250
HoyleCohen
California
$2.49M +$19.9K +780 +0.8%
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