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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 %
SFA
276
Souders Financial Advisors
Ohio
$1.81M +$63.8K +2,574 +4%
MCM
277
MAI Capital Management
Ohio
$1.8M -$79.1K -3,189 -4%
SAM
278
Sawgrass Asset Management
Florida
$1.79M +$249K +10,035 +16%
IWP
279
IAG Wealth Partners
Wisconsin
$1.78M -$126K -5,061 -7%
CAG
280
Curtis Advisory Group
California
$1.78M -$54.5K -2,196 -3%
IF
281
Ironwood Financial
Arizona
$1.77M -$3.28K -132 -0.2%
AMM
282
American Money Management
California
$1.75M -$330K -13,299 -16%
BL
283
BFSG LLC
California
$1.75M -$6.92K -279 -0.4%
LF
284
LifeSteps Financial
California
$1.73M +$516K +20,796 +43%
FBB
285
Fulton Breakefield Broenniman
Maryland
$1.73M +$396K +15,948 +30%
AIC
286
Ameritas Investment Company
Nebraska
$1.72M -$1.07M -43,254 -38%
ML
287
McAdam LLC
Pennsylvania
$1.71M +$59.1K +2,382 +4%
GB
288
Goepper Burkhardt
South Carolina
$1.71M -$328K -13,200 -16%
BRWA
289
B. Riley Wealth Advisors
Florida
$1.7M +$1.14M +45,894 +204%
PAMG
290
Patton Albertson Miller Group
Tennessee
$1.7M -$280K -11,286 -14%
AWM
291
Avior Wealth Management
Nebraska
$1.68M -$81K -3,267 -5%
DCM
292
DeGreen Capital Management
Arizona
$1.64M -$857K -56,013 -34%
AL
293
ACAS LLC
California
$1.64M +$1.64M +66,117 New
FA
294
Fagan Associates
New York
$1.63M +$24K +969 +2%
CCM
295
Coldstream Capital Management
Washington
$1.61M +$149 +6 +0%
Northern Trust
296
Northern Trust
Illinois
$1.6M -$74.4K -3,000 -4%
KTC
297
Kistler-Tiffany Companies
Pennsylvania
$1.6M -$119K -4,779 -7%
DWM
298
Destination Wealth Management
California
$1.58M -$38K -1,533 -2%
ECG
299
Edge Capital Group
Georgia
$1.55M +$223 +9 +0%
IAN
300
Integrated Advisors Network
Texas
$1.53M -$61.7K -2,487 -4%
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