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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 %
HI
401
Human Investing
Oregon
$791K -$24.9K -1,002 -3%
HWA
402
Heritage Way Advisors
Illinois
$779K -$14.9K -600 -2%
WAM
403
WNY Asset Management
New York
$778K -$20.5K -825 -3%
EP
404
Eudaimonia Partners
Tennessee
$763K – – –
HA
405
HYA Advisors
Missouri
$759K +$149 +6 +0%
TAM
406
Townsend Asset Management
North Carolina
$755K +$744 +30 +0.1%
TFS
407
Thoroughbred Financial Services
Tennessee
$754K +$149 +6 +0%
SSWG
408
Seven Springs Wealth Group
Tennessee
$753K -$6.77K -273 -0.9%
CHA
409
Cooper/Haims Advisors
New York
$752K -$893 -36 -0.1%
WAP
410
Wealthcare Advisory Partners
Pennsylvania
$748K +$35.9K +1,446 +5%
FT
411
Fiduciary Trust
Massachusetts
$745K -$7.45K -300 -1%
ACI
412
Alpha Cubed Investments
California
$733K – – –
WCM
413
Wealthcare Capital Management
Virginia
$720K +$8.63K +348 +1%
HIC
414
Holderness Investments Company
North Carolina
$707K -$19.4K -783 -3%
WIA
415
Wealthstreet Investment Advisors
Texas
$694K +$6.1K +246 +0.9%
OPWM
416
Oakwell Private Wealth Management
Texas
$676K – – –
SF
417
Summit Financial
New Jersey
$650K +$219K +8,841 +51%
SPIA
418
Steward Partners Investment Advisory
New York
$649K +$77.3K +3,114 +14%
PA
419
Parallel Advisors
California
$629K -$76.2K -3,072 -11%
MA
420
MONECO Advisors
Connecticut
$625K +$625K +25,176 New
Prudential Financial
421
Prudential Financial
New Jersey
$623K +$623K +25,131 New
PFS
422
Prospera Financial Services
Texas
$615K -$141K -5,658 -19%
TCM
423
Twele Capital Management
Minnesota
$610K -$55K -2,217 -8%
EWA
424
EP Wealth Advisors
California
$610K -$29.3K -1,182 -5%
PA
425
PFG Advisors
Arizona
$609K +$46.4K +1,869 +8%
15 16
17
18 19