SCHM icon

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.

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
1
Financial Engines Advisors
California
$538M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$79.4M
3
AWS
3
AJ Wealth Strategies
New York
$58.1M
4
FFA
4
Fragasso Financial Advisors
Pennsylvania
$50.2M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$9.77M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$19.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$84.1M
3
KAS
3
Kestra Advisory Services
Texas
$3.25M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
26
Moneta Group Investment Advisors
Missouri
$39.8M +$9.01M +363,006 +29%
RWM
27
RKL Wealth Management
Pennsylvania
$38.8M -$658K -26,508 -2%
LFA
28
Lighthouse Financial Advisors
Maryland
$36.9M +$1.01M +40,578 +3%
PMG
29
ProVise Management Group
Florida
$36.8M -$184K -7,422 -0.5%
LPL Financial
30
LPL Financial
California
$35.9M +$1.19M +47,919 +3%
Morgan Stanley
31
Morgan Stanley
New York
$35.6M +$2.45M +98,640 +7%
MML Investors Services
32
MML Investors Services
Massachusetts
$34.4M +$1.6M +64,299 +5%
NFG
33
Nadler Financial Group
Illinois
$31.2M +$519K +20,910 +2%
Mariner
34
Mariner
Kansas
$30.9M +$2.19M +88,095 +8%
AFA
35
Atlanta Financial Associates
Georgia
$30.8M +$44.3K +1,950 +0.1%
Wells Fargo
36
Wells Fargo
California
$30.4M +$1.04M +42,057 +4%
PRS
37
Pinkerton Retirement Specialists
Idaho
$26.7M -$1.81M -72,804 -6%
HWA
38
HHM Wealth Advisors
Tennessee
$23.8M -$1.17M -46,962 -5%
SAM
39
Summit Asset Management
Tennessee
$23.4M -$123K -4,974 -0.5%
SFS
40
Summit Financial Strategies
Ohio
$21.8M +$2.9M +117,234 +15%
FWM
41
Filbrandt Wealth Management
Wisconsin
$21.1M -$315K -12,705 -1%
GAM
42
Gemmer Asset Management
California
$21M +$1.51M +61,005 +8%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$20.2M -$13.3M -536,283 -40%
FI
44
FormulaFolio Investments
Michigan
$19.9M -$151M -5,892,549 -88%
BCMO
45
Buckingham Capital Management (Ohio)
Ohio
$19.9M +$93.7K +3,777 +0.5%
EHPM
46
Emery Howard Portfolio Management
California
$19.6M -$370K -14,907 -2%
UCFA
47
United Capital Financial Advisors
Texas
$19.2M -$2.14M -86,352 -10%
RJA
48
Raymond James & Associates
Florida
$19.1M +$5.65M +227,529 +42%
MAG
49
Mokosak Advisory Group
Iowa
$19M -$388K -15,636 -2%
MI
50
Moneywise Inc
Virginia
$18.9M -$175K -7,071 -0.9%
1
2
3 4 5