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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 %
PLFAM
326
Pineno Levin & Ford Asset Management
Virginia
$1.29M +$25.7K +1,035 +2%
KWM
327
Kingsview Wealth Management
Oregon
$1.28M -$20K -795 -2%
CAM
328
Chandler Asset Management
California
$1.26M +$1.26M +50,736 New
HI
329
Hudock Inc
Pennsylvania
$1.24M -$211K -8,526 -15%
SAM
330
S.A. Mason
Michigan
$1.24M +$28.3K +1,140 +2%
SLT
331
St Louis Trust
Missouri
$1.24M – – –
IFS
332
Ifrah Financial Services
Arkansas
$1.24M -$100K -4,032 -7%
SCA
333
Strategic Capital Advisers
Colorado
$1.23M +$22.9K +924 +2%
SMC
334
Smith, Moore & Co
Missouri
$1.23M +$215K +8,685 +21%
SSWM
335
Sheets Smith Wealth Management
North Carolina
$1.22M -$27K -1,089 -2%
LJAC
336
L.J. Altfest & Co
New York
$1.22M -$7.44K -300 -0.6%
DW
337
Domani Wealth
Pennsylvania
$1.22M -$187K -7,545 -13%
QCG
338
Quadrant Capital Group
Ohio
$1.22M -$3.95K -159 -0.3%
WCM
339
Wisconsin Capital Management
Wisconsin
$1.19M – – –
CCM
340
Cribstone Capital Management
Maine
$1.18M -$32.7K -1,320 -3%
SFG
341
StrategIQ Financial Group
Indiana
$1.17M -$24.5K -987 -2%
BIA
342
Bigelow Investment Advisors
Maine
$1.17M -$148K -5,955 -11%
LB
343
Legacy Bridge
Iowa
$1.17M – – –
CA
344
Cambridge Advisors
Nebraska
$1.17M +$3.27K +132 +0.3%
BIA
345
Barry Investment Advisors
Massachusetts
$1.16M -$327K -13,197 -22%
OCM
346
One Capital Management
California
$1.15M -$193K -7,800 -14%
ACP
347
Arcus Capital Partners
Georgia
$1.15M -$21.4K -864 -2%
CIAS
348
Capital Investment Advisory Services
North Carolina
$1.15M -$317K -12,759 -22%
CG
349
Colony Group
Massachusetts
$1.13M +$844K +34,011 +296%
CM
350
Columbus Macro
Pennsylvania
$1.12M -$161K -6,495 -13%
12 13
14
15 16