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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.

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
1
Financial Engines Advisors
California
$688M
2
KAS
2
Kestra Advisory Services
Texas
$40.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.2M
4
AWM
4
Avior Wealth Management
Nebraska
$11.7M
5
AA
5
Advisory Alpha
Michigan
$59.4M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$74.6M
2
BCM
2
Brookstone Capital Management
Illinois
$83.3M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$72.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$67.3M
5
TCM
5
Tradewinds Capital Management
Washington
$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$45.2M +$12.7M +496,320 +39%
LPL Financial
27
LPL Financial
California
$44.4M +$4.86M +190,362 +12%
HSA
28
HBK Sorce Advisory
Pennsylvania
$42M -$329K -12,864 -0.8%
KAS
29
Kestra Advisory Services
Texas
$40.9M +$37.8M +1,477,314 +1,217%
RWM
30
RKL Wealth Management
Pennsylvania
$40.2M +$366K +14,325 +0.9%
PFM
31
Parsec Financial Management
North Carolina
$37.4M -$5.43M -195,489 -13%
PMG
32
ProVise Management Group
Florida
$37.2M -$571K -22,353 -2%
Mariner
33
Mariner
Kansas
$35.3M +$3.77M +147,561 +12%
MML Investors Services
34
MML Investors Services
Massachusetts
$34.4M +$514K +20,133 +2%
NFG
35
Nadler Financial Group
Illinois
$34.1M +$873K +34,146 +3%
SFS
36
Summit Financial Strategies
Ohio
$29.9M +$1.83M +71,553 +7%
GAM
37
Gemmer Asset Management
California
$28.6M +$5.09M +199,212 +22%
PRS
38
Pinkerton Retirement Specialists
Idaho
$27.9M +$254K +9,951 +0.9%
HWA
39
HHM Wealth Advisors
Tennessee
$27.3M +$951K +37,206 +4%
Bank of America
40
Bank of America
North Carolina
$25.2M +$5.65M +221,295 +29%
SAM
41
Summit Asset Management
Tennessee
$24.8M +$62K +2,427 +0.3%
Osaic Holdings
42
Osaic Holdings
Arizona
$24.4M +$6.46M +252,582 +36%
PAG
43
Private Advisor Group
New Jersey
$23.2M +$7.68M +300,711 +50%
HI
44
Harbour Investments
Wisconsin
$22.7M +$669K +26,169 +3%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$22.4M +$716K +28,008 +3%
BCMO
46
Buckingham Capital Management (Ohio)
Ohio
$22.2M +$1M +39,255 +5%
FWM
47
Filbrandt Wealth Management
Wisconsin
$21.8M +$52.4K +2,049 +0.2%
CAN
48
Cetera Advisor Networks
California
$21.5M +$2.07M +80,868 +11%
RJA
49
Raymond James & Associates
Florida
$21M +$1.54M +60,450 +8%
SIC
50
Salem Investment Counselors
North Carolina
$20.6M +$760K +29,742 +4%
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