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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 %
SPP
301
Single Point Partners
Massachusetts
$1.52M -$10.2K -405 -0.7%
CCM
302
Condor Capital Management
New Jersey
$1.52M -$78.1K -3,147 -5%
BCWM
303
Bartlett & Co Wealth Management
Ohio
$1.51M -$36.8K -1,485 -2%
BC
304
Bartlett & Co
Ohio
$1.51M -$36.8K -1,485 -2%
FLPIM
305
F.L. Putnam Investment Management
Massachusetts
$1.5M -$39.8K -1,605 -3%
DWMG
306
DB Wealth Management Group
California
$1.46M +$55.7K +2,244 +4%
OMC
307
Old Mission Capital
Illinois
$1.45M +$1.45M +58,563 New
BMCM
308
Burns Matteson Capital Management
New York
$1.45M -$182K -7,338 -11%
AL
309
Aspiriant LLC
California
$1.43M -$63.1K -2,544 -4%
PFGIA
310
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M +$76.3K +3,078 +6%
FTUS
311
Flow Traders U.S.
New York
$1.42M +$1.42M +57,288 New
AFG
312
Arkansas Financial Group
Arkansas
$1.42M -$2.01K -81 -0.1%
TI
313
tru Independence
Oregon
$1.42M +$1.42M +57,069 New
PA
314
Pinnacle Associates
New York
$1.4M +$23.7K +957 +2%
MWM
315
Meridian Wealth Management
Kentucky
$1.4M -$82.6K -3,330 -6%
VCM
316
Vivaldi Capital Management
Illinois
$1.39M +$17K +660 +1%
SWM
317
Stockman Wealth Management
Montana
$1.37M -$603K -24,318 -31%
WA
318
WBH Advisory
Maryland
$1.35M +$36.1K +1,455 +3%
OIM
319
Orca Investment Management
Oregon
$1.34M -$44.9K -1,809 -3%
PFC
320
Phocas Financial Corp
California
$1.34M +$1.34M +53,805 New
CFG
321
Citizens Financial Group
Rhode Island
$1.33M -$15.3K -618 -1%
PA
322
Planning Alternatives
Michigan
$1.33M -$52.1K -2,100 -4%
Lazard Asset Management
323
Lazard Asset Management
New York
$1.33M – – –
PG
324
Prostatis Group
Maryland
$1.3M -$230K -9,261 -15%
AG
325
Appleton Group
Wisconsin
$1.3M -$54.6K -2,199 -4%
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