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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 %
CWM
376
Cornerstone Wealth Management
Missouri
$933K -$31.4K -1,230 -3%
SFWA
377
Summit Financial Wealth Advisors
Louisiana
$921K -$47.4K -1,854 -5%
Prudential Financial
378
Prudential Financial
New Jersey
$918K +$128K +4,869 +16%
AFA
379
Arlington Financial Advisors
California
$909K +$20.6K +807 +2%
Barclays
380
Barclays
United Kingdom
$906K +$710K +27,813 +363%
SIC
381
Sigma Investment Counselors
Michigan
$898K +$7.21K +282 +0.8%
PCM
382
Parsons Capital Management
Rhode Island
$890K -$50.6K -1,980 -5%
EP
383
Eudaimonia Partners
Tennessee
$888K +$73.3K +2,868 +9%
PAM
384
Pegasus Asset Management
New York
$882K +$20.3K +795 +2%
FT
385
Fiduciary Trust
Massachusetts
$878K – – –
CAM
386
Cozad Asset Management
Illinois
$878K – – –
LPIC
387
LeJeune Puetz Investment Counsel
Michigan
$876K +$153 +6 +0%
Fidelity Investments
388
Fidelity Investments
Massachusetts
$868K +$78.6K +3,078 +10%
MA
389
MUFG Americas
New York
$867K -$51.4K -2,010 -6%
VVP
390
Venture Visionary Partners
Ohio
$866K +$613 +24 +0.1%
FAIM
391
Financial Advocates Investment Management
Washington
$864K +$1.69K +66 +0.2%
CS
392
Comerica Securities
Michigan
$862K – – –
HWA
393
Heritage Way Advisors
Illinois
$856K +$33.4K +1,308 +4%
HA
394
Harfst & Associates
Wyoming
$855K – – –
PSF
395
Pacific Sun Financial
California
$854K +$854K +33,426 New
GC
396
Grimes & Company
Massachusetts
$845K -$4.06K -159 -0.5%
SCM
397
SOL Capital Management
Maryland
$844K -$3.99K -156 -0.5%
CBFP
398
Cedar Brook Financial Partners
Ohio
$844K +$40K +1,566 +5%
IWM
399
IHT Wealth Management
Illinois
$837K -$246K -9,633 -23%
AO
400
Advisor OS
Illinois
$834K -$51.9K -2,031 -6%
14 15
16
17 18