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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 %
CA
351
Cambridge Advisors
Nebraska
$1.21M +$4.29K +168 +0.4%
RIM
352
Rockbridge Investment Management
New York
$1.2M -$23.8K -930 -2%
LB
353
Legacy Bridge
Iowa
$1.2M -$6.9K -270 -0.6%
OBWG
354
Onyx Bridge Wealth Group
New York
$1.19M -$3.54M -132,765 -75%
SFG
355
StrategIQ Financial Group
Indiana
$1.19M -$6.36K -249 -0.5%
Janney Montgomery Scott
356
Janney Montgomery Scott
Pennsylvania
$1.16M – – –
BWM
357
Benchmark Wealth Management
Connecticut
$1.16M – – –
OCM
358
One Capital Management
California
$1.14M -$34.9K -1,368 -3%
OIM
359
Orca Investment Management
Oregon
$1.13M -$128K -5,013 -10%
CCM
360
Cribstone Capital Management
Maine
$1.09M -$105K -4,098 -9%
OFS
361
Oldfather Financial Services
Nebraska
$1.04M +$5.33K +192 +0.5%
Northern Trust
362
Northern Trust
Illinois
$1.04M -$606K -23,730 -37%
SFS
363
Sowell Financial Services
Arkansas
$1.04M +$1.04M +40,746 New
SWA
364
Stratos Wealth Advisors
Ohio
$1.02M +$53.2K +2,082 +6%
BPM
365
Bowling Portfolio Management
Ohio
$1.01M +$16.3K +636 +2%
CM
366
Columbus Macro
Pennsylvania
$1.01M -$69.3K -2,712 -6%
Lido Advisors
367
Lido Advisors
California
$991K +$230 +9 +0%
Bank of New York Mellon
368
Bank of New York Mellon
New York
$990K +$990K +38,736 New
SFA
369
Sequoia Financial Advisors
Ohio
$986K -$2.16M -84,321 -69%
AGA
370
Arkos Global Advisors
Texas
$984K -$84.3K -3,300 -8%
CIR
371
Clear Investment Research
Georgia
$966K +$7.21K +282 +0.8%
NGA
372
Naples Global Advisors
Florida
$949K +$47.8K +1,869 +5%
MCM
373
Mitchell Capital Management
Kansas
$949K +$57.7K +2,256 +6%
SF
374
Summit Financial
New Jersey
$948K +$6.06K +237 +0.6%
JPMorgan Chase & Co
375
JPMorgan Chase & Co
New York
$941K +$941K +36,810 New
13 14
15
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