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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 %
JCIA
276
Jackson Creek Investment Advisors
Colorado
$2.07M -$15K -585 -0.7%
WW
277
Waterfront Wealth
Kansas
$2.07M -$31K -1,212 -1%
SFA
278
Souders Financial Advisors
Ohio
$2.06M +$123K +4,794 +6%
SWA
279
Sutton Wealth Advisors
Florida
$2.01M -$8.05K -315 -0.4%
DWMG
280
DB Wealth Management Group
California
$1.92M +$44.8K +1,752 +2%
BRWA
281
B. Riley Wealth Advisors
Florida
$1.91M +$61.5K +2,406 +3%
JWS
282
Juncture Wealth Strategies
Arizona
$1.91M +$861K +33,705 +82%
KIA
283
KCM Investment Advisors
California
$1.87M – – –
PA
284
Pinnacle Associates
New York
$1.82M -$30.1K -1,176 -2%
CAG
285
Curtis Advisory Group
California
$1.81M -$10.9K -426 -0.6%
SWM
286
Spire Wealth Management
Virginia
$1.79M +$24.7K +966 +1%
PFGIA
287
Patriot Financial Group Insurance Agency
Massachusetts
$1.74M +$119K +4,668 +7%
NIM
288
Nicollet Investment Management
Minnesota
$1.73M -$40.5K -1,584 -2%
IAN
289
Integrated Advisors Network
Texas
$1.72M +$181K +7,089 +12%
AL
290
ACAS LLC
California
$1.72M +$3.91K +153 +0.2%
WOSD
291
WFA of San Diego
California
$1.7M -$72.2K -2,823 -4%
IF
292
Ironwood Financial
Arizona
$1.7M -$31.3K -1,224 -2%
FBB
293
Fulton Breakefield Broenniman
Maryland
$1.69M -$57.5K -2,250 -3%
FTUS
294
Flow Traders U.S.
New York
$1.68M +$595K +23,298 +55%
HA
295
Harborview Advisors
Maine
$1.67M -$2.53K -99 -0.2%
DWM
296
Destination Wealth Management
California
$1.67M +$50.6K +1,980 +3%
PAMG
297
Patton Albertson Miller Group
Tennessee
$1.65M -$28.9K -1,131 -2%
FA
298
Fagan Associates
New York
$1.63M -$32.6K -1,275 -2%
IWP
299
IAG Wealth Partners
Wisconsin
$1.63M -$55K -2,151 -3%
KTC
300
Kistler-Tiffany Companies
Pennsylvania
$1.62M +$153 +6 +0%
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