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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 %
CWM
376
Cornerstone Wealth Management
Missouri
$881K -$12.5K -504 -1%
BI
377
Berkeley Inc
Idaho
$880K +$1.64K +66 +0.2%
BW
378
Bison Wealth
Georgia
$880K -$78.3K -3,156 -8%
SFWA
379
Summit Financial Wealth Advisors
Louisiana
$868K -$37.8K -1,662 -4%
CPIG
380
Chicago Partners Investment Group
Illinois
$868K +$76.2K +2,898 +10%
LPIC
381
LeJeune Puetz Investment Counsel
Michigan
$865K +$74 +3 +0%
MCM
382
Mitchell Capital Management
Kansas
$863K -$126K -5,088 -13%
AO
383
Advisor OS
Illinois
$860K +$860K +34,665 New
SCM
384
SOL Capital Management
Maryland
$858K -$14.5K -585 -2%
FNBT
385
FineMark National Bank & Trust
Florida
$858K -$13.1K -528 -2%
CWS
386
Cypress Wealth Services
California
$855K +$160K +6,441 +23%
GC
387
Grimes & Company
Massachusetts
$853K -$9.46K -381 -1%
AFA
388
Arlington Financial Advisors
California
$850K +$60.2K +2,427 +8%
SIC
389
Sigma Investment Counselors
Michigan
$847K -$17.7K -714 -2%
CAM
390
Cozad Asset Management
Illinois
$845K – – –
PAM
391
Pegasus Asset Management
New York
$844K +$8.78K +354 +1%
CS
392
Comerica Securities
Michigan
$838K -$90.6K -3,648 -10%
NGA
393
Naples Global Advisors
Florida
$834K +$82.7K +3,333 +11%
HA
394
Harfst & Associates
Wyoming
$830K -$11.2K -450 -1%
FAIM
395
Financial Advocates Investment Management
Washington
$826K +$26.7K +1,074 +3%
VVP
396
Venture Visionary Partners
Ohio
$820K -$40.5K -1,632 -5%
TC
397
Tatro Capital
Kentucky
$804K -$38.9K -1,566 -5%
PGAM
398
Princeton Global Asset Management
New Jersey
$802K -$39.3K -1,584 -5%
PFBT
399
Parkside Financial Bank & Trust
Missouri
$794K -$37.8K -1,524 -5%
OPA
400
Old Port Advisors
Maine
$792K -$84.9K -3,423 -10%
14 15
16
17 18