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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 %
AWM
426
Apollon Wealth Management
South Carolina
$608K +$308K +12,408 +102%
NS
427
Newman & Schimel
Illinois
$607K -$61.7K -2,490 -9%
VWA
428
Visionary Wealth Advisors
Illinois
$601K -$547K -22,041 -48%
Brown Advisory
429
Brown Advisory
Maryland
$585K -$2.61K -105 -0.4%
HTC
430
Haverford Trust Company
Pennsylvania
$579K +$579K +23,331 New
MS
431
Madden Securities
Texas
$568K -$143K -5,778 -20%
Calamos Advisors
432
Calamos Advisors
Illinois
$564K +$1.34K +54 +0.2%
SBH
433
Segall Bryant & Hamill
Illinois
$562K – – –
BCA
434
Bay Colony Advisors
Massachusetts
$560K -$1.56K -63 -0.3%
FRA
435
Front Row Advisors
California
$550K -$29.8K -1,200 -5%
TWM
436
Triton Wealth Management
Arizona
$550K -$7.81K -309 -1%
OPS
437
Orion Portfolio Solutions
Nebraska
$548K +$299K +12,063 +120%
CNFG
438
Creegan & Nassoura Financial Group
New Hampshire
$542K -$39.1K -1,575 -7%
AIM
439
Aspen Investment Management
Michigan
$539K -$22.3K -900 -4%
FPCG
440
Fort Pitt Capital Group
Pennsylvania
$535K -$501K -20,223 -48%
SCM
441
Stordahl Capital Management
Colorado
$529K -$105K -4,215 -17%
Renaissance Technologies
442
Renaissance Technologies
New York
$528K +$528K +21,300 New
EWM
443
Empirical Wealth Management
Washington
$508K +$39.1K +1,575 +8%
CMO
444
Covenant Multifamily Offices
Texas
$504K -$31.2K -1,257 -6%
AIM
445
Avity Investment Management
Connecticut
$504K – – –
CAG
446
Compass Advisory Group
New York
$498K +$297 +12 +0.1%
DAS
447
Dynamic Advisor Solutions
Arizona
$496K +$212K +8,568 +75%
JFGIW
448
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$489K -$35.5K -1,428 -7%
Fidelity Investments
449
Fidelity Investments
Massachusetts
$488K +$98.8K +3,981 +25%
BFA
450
Beaumont Financial Advisors
Massachusetts
$486K -$55K -2,217 -10%
16 17
18
19 20