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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 %
APA
451
American Portfolios Advisors
New York
$485K +$301K +12,150 +164%
CGFA
452
Colton Groome Financial Advisors
North Carolina
$484K -$73.1K -2,943 -13%
RPCA
453
Running Point Capital Advisors
California
$484K +$26K +1,050 +6%
PNC Financial Services Group
454
PNC Financial Services Group
Pennsylvania
$482K +$77.8K +3,132 +19%
PWM
455
Praetorian Wealth Management
California
$479K -$30.9K -1,248 -6%
TC
456
Telemus Capital
Michigan
$475K -$10.2K -402 -2%
ACA
457
Ascension Capital Advisors
Texas
$472K -$9.07K -366 -2%
SFG
458
SevenBridge Financial Group
Pennsylvania
$467K -$2.08K -84 -0.4%
G
459
Gainplan
Michigan
$466K -$25.3K -1,020 -5%
MWM
460
MBE Wealth Management
Wisconsin
$466K – – –
BL
461
BCWM LLC
Kansas
$451K +$451K +18,195 New
PWMG
462
Prestige Wealth Management Group
New Jersey
$445K -$15.8K -639 -3%
FC
463
Ferris Capital
Massachusetts
$444K -$56K -2,256 -11%
LNB
464
Ledyard National Bank
$442K -$43.6K -1,758 -9%
PP
465
Pegasus Partners
Wisconsin
$439K +$439K +17,700 New
RPA
466
Rock Point Advisors
Vermont
$435K -$14.5K -585 -3%
IC
467
IEQ Capital
California
$435K +$435K +17,550 New
BCM
468
Boltwood Capital Management
California
$434K +$6.32K +255 +1%
PCM
469
Pennsylvania Capital Management
Pennsylvania
$433K – – –
WDL
470
Well Done LLC
Michigan
$432K +$22.3K +900 +5%
PI
471
Pachira Investments
California
$431K – – –
CCM
472
Crew Capital Management
Ohio
$428K +$428K +17,256 New
DBRC
473
D.B. Root & Company
Pennsylvania
$427K +$149 +6 +0%
SFG
474
Sunburst Financial Group
Alabama
$426K – – –
ACM
475
Armbruster Capital Management
New York
$421K -$1.12K -45 -0.3%
17 18
19
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