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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 %
BWM
351
Benchmark Wealth Management
Connecticut
$1.12M – – –
RIM
352
Rockbridge Investment Management
New York
$1.12M +$26.5K +1,068 +2%
MMHP
353
Murphy Middleton Hinkle & Parker
Georgia
$1.09M +$428K +17,265 +64%
Janney Montgomery Scott
354
Janney Montgomery Scott
Pennsylvania
$1.08M – – –
NCM
355
Novare Capital Management
North Carolina
$1.08M +$188K +7,584 +21%
FAG
356
Financial Advisory Group
Texas
$1.07M -$171K -6,912 -14%
PWMAG
357
Pinnacle Wealth Management Advisory Group
New Jersey
$1.06M +$20.7K +834 +2%
CI
358
Cordant Inc
Oregon
$1.05M +$143K +5,766 +16%
AGA
359
Arkos Global Advisors
Texas
$1.04M -$26K -1,050 -2%
NA
360
NewEdge Advisors
Louisiana
$1.03M +$1.03M +41,352 New
AA
361
Alesco Advisors
New York
$1.02M -$117K -4,722 -10%
AC
362
Abbrea Capital
California
$991K -$44.6K -1,800 -4%
IWM
363
IHT Wealth Management
Illinois
$986K +$174K +6,999 +21%
MA
364
Modus Advisors
Minnesota
$985K +$61K +2,460 +7%
SQA
365
Simon Quick Advisors
New Jersey
$979K -$183K -7,371 -16%
APA
366
Allegiant Private Advisors
Florida
$976K +$634K +25,557 +186%
Lido Advisors
367
Lido Advisors
California
$964K +$38.1K +1,533 +4%
PCM
368
Parsons Capital Management
Rhode Island
$953K -$420K -16,926 -31%
BPM
369
Bowling Portfolio Management
Ohio
$941K -$26.4K -1,065 -3%
OFS
370
Oldfather Financial Services
Nebraska
$934K +$229K +9,024 +32%
CIR
371
Clear Investment Research
Georgia
$931K -$24.6K -990 -3%
NIM
372
Nicollet Investment Management
Minnesota
$928K +$162K +6,543 +21%
SPC
373
Sigma Planning Corp
Michigan
$924K +$50.8K +2,046 +6%
SWA
374
Stratos Wealth Advisors
Ohio
$922K -$87.2K -3,516 -9%
MA
375
MUFG Americas
New York
$904K -$744 -30 -0.1%
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