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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 %
BI
401
Berkeley Inc
Idaho
$833K -$51K -1,995 -6%
FNBT
402
FineMark National Bank & Trust
Florida
$824K -$34.9K -1,365 -4%
PGAM
403
Princeton Global Asset Management
New Jersey
$817K +$12.3K +480 +2%
PFM
404
Phillips Financial Management
Indiana
$817K +$817K +31,989 New
AA
405
Alesco Advisors
New York
$807K -$5.06K -198 -0.6%
TFS
406
Thoroughbred Financial Services
Tennessee
$801K +$11.7K +456 +1%
PCM
407
Pennsylvania Capital Management
Pennsylvania
$797K +$51.4K +1,899 +7%
OPA
408
Old Port Advisors
Maine
$792K -$1.01K -39 -0.1%
GT
409
Greenleaf Trust
Michigan
$789K +$472K +18,480 +149%
PA
410
PFG Advisors
Arizona
$788K +$57.4K +2,247 +8%
TC
411
Tatro Capital
Kentucky
$782K -$31.6K -1,236 -4%
TAM
412
Townsend Asset Management
North Carolina
$780K +$1.46K +57 +0.2%
SSWG
413
Seven Springs Wealth Group
Tennessee
$776K – – –
BCA
414
Bay Colony Advisors
Massachusetts
$764K +$188K +7,347 +33%
ACI
415
Alpha Cubed Investments
California
$758K – – –
SF
416
Synovus Financial
Georgia
$742K -$5.61K -219 -0.8%
WAM
417
WNY Asset Management
New York
$732K -$68.5K -2,679 -9%
WCM
418
Wealthcare Capital Management
Virginia
$728K +$21.1K +825 +3%
MA
419
Modus Advisors
Minnesota
$724K -$9.12K -357 -1%
PFBT
420
Parkside Financial Bank & Trust
Missouri
$720K – – –
SWM
421
Stockman Wealth Management
Montana
$718K -$458K -17,916 -39%
CG
422
Colony Group
Massachusetts
$701K +$283K +11,070 +68%
HIC
423
Holderness Investments Company
North Carolina
$689K -$31.5K -1,233 -4%
PFS
424
Prospera Financial Services
Texas
$687K +$2.38K +93 +0.3%
BW
425
Bison Wealth
Georgia
$673K – – –
15 16
17
18 19