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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 %
AIM
451
Aspen Investment Management
Michigan
$561K +$2.22K +87 +0.4%
CNFG
452
Creegan & Nassoura Financial Group
New Hampshire
$558K – – –
KM
453
Kalos Management
Georgia
$551K +$551K +19,884 New
HTC
454
Haverford Trust Company
Pennsylvania
$550K -$32.4K -1,269 -6%
SCM
455
Stordahl Capital Management
Colorado
$545K – – –
DAS
456
Dynamic Advisor Solutions
Arizona
$525K +$25.2K +984 +5%
WAP
457
Wealthcare Advisory Partners
Pennsylvania
$523K -$398K -15,549 -43%
PNC Financial Services Group
458
PNC Financial Services Group
Pennsylvania
$523K +$61.8K +2,418 +13%
AIM
459
Avity Investment Management
Connecticut
$519K – – –
SC
460
Savant Capital
Illinois
$519K +$519K +20,298 New
AIP
461
Almanack Investment Partners
Pennsylvania
$516K +$516K +20,196 New
CAG
462
Compass Advisory Group
New York
$514K +$536 +21 +0.1%
PAS
463
Park Avenue Securities
New York
$508K +$122K +4,782 +32%
APA
464
American Portfolios Advisors
New York
$506K – – –
JFGIW
465
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$503K – – –
HWMA
466
Heritage Wealth Management (Arizona)
Arizona
$502K -$329K -12,879 -40%
RPCA
467
Running Point Capital Advisors
California
$499K +$77 +3 +0%
CIAS
468
Capital Investment Advisory Services
North Carolina
$481K -$402K -15,723 -46%
BFA
469
Beaumont Financial Advisors
Massachusetts
$479K – – –
MWM
470
MBE Wealth Management
Wisconsin
$473K – – –
PWM
471
Praetorian Wealth Management
California
$471K -$460 -18 -0.1%
TC
472
Telemus Capital
Michigan
$469K +$307 +12 +0.1%
WDL
473
Well Done LLC
Michigan
$468K +$13.6K +534 +3%
OPS
474
Orion Portfolio Solutions
Nebraska
$462K +$116K +4,524 +33%
PWMG
475
Prestige Wealth Management Group
New Jersey
$459K +$23K +900 +5%
17 18
19
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