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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 %
CFG
251
Citizens Financial Group
Rhode Island
$2.48M +$1.1M +43,215 +80%
BBW
252
Blue Barn Wealth
Utah
$2.48M +$96.6K +3,780 +4%
FCM
253
Fortis Capital Management
Washington
$2.46M +$75.5K +2,955 +3%
SWM
254
SeaCrest Wealth Management
New York
$2.44M -$273K -10,704 -10%
CHA
255
Carmichael Hill & Associates
Maryland
$2.43M +$18.9K +738 +0.8%
WIC
256
Whitegate Investment Counselors
New Hampshire
$2.42M -$167K -6,522 -6%
SLT
257
St Louis Trust
Missouri
$2.38M – – –
MWM
258
Minot Wealth Management
Massachusetts
$2.38M – – –
SFP
259
Strategic Financial Planning
Texas
$2.37M +$36.5K +1,428 +2%
MIAN
260
Mariner Independent Advisor Network
Kansas
$2.34M +$202K +7,899 +9%
LF
261
LifeSteps Financial
California
$2.3M +$184K +7,215 +9%
AIA
262
Armor Investment Advisors
North Carolina
$2.29M -$118K -4,608 -5%
DCM
263
DeGreen Capital Management
Arizona
$2.27M -$148K -5,805 -6%
HA
264
HC Advisors
Georgia
$2.24M +$108K +4,209 +5%
BWM
265
BCS Wealth Management
Tennessee
$2.23M +$160K +6,267 +8%
CFS
266
CRA Financial Services
New Jersey
$2.23M +$73.6K +2,880 +3%
FC
267
Fulcrum Capital
Washington
$2.23M +$2.23M +87,267 New
JWA
268
JFS Wealth Advisors
Pennsylvania
$2.2M -$83.3K -3,261 -4%
PWA
269
Peterson Wealth Advisors
Utah
$2.2M +$99.3K +3,885 +5%
WANY
270
Wealthspire Advisors (New York)
New York
$2.16M +$25.5K +996 +1%
PCMC
271
Private Capital Management (Colorado)
Colorado
$2.15M -$108K -4,236 -5%
CWM
272
Chesapeake Wealth Management
Virginia
$2.14M -$225K -8,805 -10%
VCM
273
Vision Capital Management
Oregon
$2.11M +$6.75K +264 +0.3%
Renaissance Technologies
274
Renaissance Technologies
New York
$2.09M +$391K +15,300 +23%
FC
275
FCA Corp
Texas
$2.09M -$537 -21 -0%
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