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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 %
ECG
301
Edge Capital Group
Georgia
$1.6M +$460 +18 +0%
CHA
302
Cooper/Haims Advisors
New York
$1.58M +$789K +30,549 +100%
CA
303
Continuum Advisory
Idaho
$1.58M +$1.58M +61,764 New
WA
304
WBH Advisory
Maryland
$1.55M +$108K +4,209 +7%
SAM
305
Sawgrass Asset Management
Florida
$1.55M -$490K -19,185 -24%
CPIG
306
Chicago Partners Investment Group
Illinois
$1.55M +$373K +13,533 +32%
BC
307
Bartlett & Co
Ohio
$1.53M -$24.5K -960 -2%
BCWM
308
Bartlett & Co Wealth Management
Ohio
$1.53M -$24.5K -960 -2%
CCM
309
Condor Capital Management
New Jersey
$1.51M -$36.5K -1,428 -2%
BMCM
310
Burns Matteson Capital Management
New York
$1.51M +$2.15K +84 +0.1%
ML
311
McAdam LLC
Pennsylvania
$1.51M -$79.5K -3,111 -5%
BL
312
BFSG LLC
California
$1.49M +$7.9K +309 +0.5%
MMHP
313
Murphy Middleton Hinkle & Parker
Georgia
$1.48M +$118K +4,602 +9%
VCM
314
Vivaldi Capital Management
Illinois
$1.47M +$76.3K +2,985 +5%
AFG
315
Arkansas Financial Group
Arkansas
$1.46M -$1.3K -51 -0.1%
PWMAG
316
Pinnacle Wealth Management Advisory Group
New Jersey
$1.45M -$56.7K -2,220 -4%
AL
317
Aspiriant LLC
California
$1.45M -$18.3K -717 -1%
GRP
318
Global Retirement Partners
California
$1.44M +$111K +4,356 +8%
MWM
319
Meridian Wealth Management
Kentucky
$1.41M +$14.6K +573 +1%
1WM
320
1900 Wealth Management
Texas
$1.4M – – –
PFC
321
Phocas Financial Corp
California
$1.4M +$19.9K +780 +1%
AG
322
Appleton Group
Wisconsin
$1.39M +$13.7K +537 +1%
Lazard Asset Management
323
Lazard Asset Management
New York
$1.37M – – –
PLFAM
324
Pineno Levin & Ford Asset Management
Virginia
$1.36M +$9.43K +369 +0.7%
SCA
325
Strategic Capital Advisers
Colorado
$1.35M -$48.7K -1,905 -3%
11 12
13
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