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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
+$96.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.5M
3
AWS
AJ Wealth Strategies
New York
+$13.1M
4
FFA
Fragasso Financial Advisors
Pennsylvania
+$11.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$9.37M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$151M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$67.3M
3
KAS
Kestra Advisory Services
Texas
-$37.6M
4
FFN
Focus Financial Network
Minnesota
-$18.9M
5
Osaic Holdings
Osaic Holdings
Arizona
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
251
Advisory Services Network
Georgia
$2.18M -$339K -13,668 -13%
PFA
252
Pinnacle Family Advisors
Missouri
$2.17M -$355K -14,307 -14%
JWS
253
Juncture Wealth Strategies
Arizona
$2.17M -$2.28M -92,331 -51%
BWL
254
Bogart Wealth LLC
Virginia
$2.16M +$858K +34,572 +66%
FCM
255
Fortis Capital Management
Washington
$2.16M +$366K +14,763 +20%
EH
256
Equitable Holdings
New York
$2.12M -$508K -20,463 -19%
PWA
257
Peterson Wealth Advisors
Utah
$2.12M -$7.14K -288 -0.3%
JCIA
258
Jackson Creek Investment Advisors
Colorado
$2.12M +$172K +6,936 +9%
WANY
259
Wealthspire Advisors (New York)
New York
$2.1M +$2.1M +84,555 New
AIA
260
Armor Investment Advisors
North Carolina
$2.1M +$26.5K +1,068 +1%
IWMA
261
Ironwood Wealth Management (Arizona)
Arizona
$2.09M -$599K -24,147 -22%
HA
262
HC Advisors
Georgia
$2.07M +$69.1K +2,784 +3%
BWM
263
BCS Wealth Management
Tennessee
$2.06M -$96.4K -3,888 -4%
WW
264
Waterfront Wealth
Kansas
$2.04M -$1.03M -41,061 -34%
VCM
265
Vision Capital Management
Oregon
$2.04M -$404K -16,263 -17%
MWM
266
Minot Wealth Management
Massachusetts
$2.01M +$2.01M +81,000 New
FC
267
FCA Corp
Texas
$2.01M +$46.7K +1,881 +2%
MIAN
268
Mariner Independent Advisor Network
Kansas
$2M +$11.8K +477 +0.6%
CFS
269
CRA Financial Services
New Jersey
$1.98M +$200K +8,067 +11%
SWA
270
Sutton Wealth Advisors
Florida
$1.97M -$2.83K -114 -0.1%
SWM
271
Spire Wealth Management
Virginia
$1.85M +$1.85M +75,579 New
CF
272
Centaurus Financial
California
$1.84M -$1.07M -43,137 -37%
HA
273
Harborview Advisors
Maine
$1.83M +$68.9K +2,775 +4%
KIA
274
KCM Investment Advisors
California
$1.82M – – –
WOSD
275
WFA of San Diego
California
$1.82M -$516K -20,802 -22%
9 10
11
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