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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 %
AWM
426
Apollon Wealth Management
South Carolina
$665K -$32.2K -1,260 -5%
PA
427
Parallel Advisors
California
$661K +$1.84K +72 +0.3%
CI
428
Chartist Inc
California
$638K -$394K -15,432 -38%
BIA
429
Barry Investment Advisors
Massachusetts
$636K -$118K -4,605 -16%
ASN
430
Advisory Services Network
Georgia
$634K -$1.54M -60,303 -71%
HA
431
HYA Advisors
Missouri
$633K -$160K -6,186 -20%
EWA
432
EP Wealth Advisors
California
$633K -$1.46K -57 -0.2%
BCM
433
Boltwood Capital Management
California
$633K +$135K +5,295 +27%
CGFA
434
Colton Groome Financial Advisors
North Carolina
$621K +$2.99K +117 +0.5%
Calamos Advisors
435
Calamos Advisors
Illinois
$613K +$14.4K +564 +2%
TCM
436
Twele Capital Management
Minnesota
$611K -$5.52K -216 -0.9%
Bank of Montreal
437
Bank of Montreal
Ontario, Canada
$610K +$408K +15,678 +202%
Brown Advisory
438
Brown Advisory
Maryland
$606K – – –
EWM
439
Empirical Wealth Management
Washington
$599K +$75.4K +2,952 +14%
LWAC
440
Laurel Wealth Advisors (California)
California
$598K +$41.5K +1,623 +7%
SPIA
441
Steward Partners Investment Advisory
New York
$582K -$3.37K -132 -0.6%
FRA
442
Front Row Advisors
California
$580K – – –
SBH
443
Segall Bryant & Hamill
Illinois
$579K -$7.67K -300 -1%
TWM
444
Triton Wealth Management
Arizona
$578K +$1.28K +48 +0.2%
NL
445
NWAM LLC
Washington
$573K +$536 +21 +0.1%
MS
446
Madden Securities
Texas
$571K -$613 -24 -0.1%
OPWM
447
Oakwell Private Wealth Management
Texas
$570K -$126K -4,932 -18%
NS
448
Newman & Schimel
Illinois
$566K -$15.8K -618 -3%
SQA
449
Simon Quick Advisors
New Jersey
$566K +$1.3K +51 +0.2%
AAS
450
Avantax Advisory Services
Texas
$566K +$198K +7,758 +54%
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