SCHM icon

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 %
FLPIM
326
F.L. Putnam Investment Management
Massachusetts
$1.34M -$22.5K -879 -2%
SSWM
327
Sheets Smith Wealth Management
North Carolina
$1.34M +$39.6K +1,551 +3%
IWMA
328
Ironwood Wealth Management (Arizona)
Arizona
$1.33M -$53.8K -2,106 -4%
TRCT
329
Tower Research Capital (TRC)
New York
$1.32M +$848K +33,192 +179%
GB
330
Goepper Burkhardt
South Carolina
$1.31M -$69K -2,700 -5%
CAM
331
Chandler Asset Management
California
$1.3M +$4.68K +183 +0.4%
CI
332
Cordant Inc
Oregon
$1.3M +$76.9K +3,009 +6%
SAM
333
S.A. Mason
Michigan
$1.3M +$9.97K +390 +0.8%
PA
334
Planning Alternatives
Michigan
$1.29M -$7.67K -300 -0.6%
IFS
335
Ifrah Financial Services
Arkansas
$1.29M +$18K +705 +1%
BIA
336
Bigelow Investment Advisors
Maine
$1.28M +$80.4K +3,147 +7%
FI
337
FIDELIS iM
Oregon
$1.28M +$1.28M +50,160 New
HI
338
Hudock Inc
Pennsylvania
$1.27M -$10.8K -423 -0.8%
LJAC
339
L.J. Altfest & Co
New York
$1.27M +$11.1K +435 +0.9%
SPC
340
Sigma Planning Corp
Michigan
$1.26M -$5.81M -227,376 -82%
FAG
341
Financial Advisory Group
Texas
$1.25M -$3.07K -120 -0.2%
QCG
342
Quadrant Capital Group
Ohio
$1.25M +$153 +6 +0%
DW
343
Domani Wealth
Pennsylvania
$1.24M -$2.38K -93 -0.2%
KWM
344
Kingsview Wealth Management
Oregon
$1.24M -$47.5K -1,857 -4%
PG
345
Prostatis Group
Maryland
$1.23M -$3.6K -141 -0.3%
MWA
346
Motive Wealth Advisors
Michigan
$1.23M – – –
WCM
347
Wisconsin Capital Management
Wisconsin
$1.23M – – –
NCM
348
Novare Capital Management
North Carolina
$1.22M +$24K +939 +2%
AC
349
Abbrea Capital
California
$1.22M – – –
SMC
350
Smith, Moore & Co
Missouri
$1.21M -$9.81K -384 -0.8%
12 13
14
15 16