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

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$19.9M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$84.1M
3
KAS
Kestra Advisory Services
Texas
$3.25M
4
FFN
Focus Financial Network
Minnesota
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
476
Windsor Wealth Management
Indiana
$420K -$17.5K -705 -4%
LWAC
477
Laurel Wealth Advisors (California)
California
$413K -$2.33M -93,966 -85%
IF
478
Intrua Financial
Texas
$413K +$413K +15,711 New
BFG
479
Bouchey Financial Group
New York
$412K +$1.49K +60 +0.4%
KM
480
Kalos Management
Georgia
$412K +$412K +16,113 New
GHA
481
GW Henssler & Associates
Georgia
$408K -$963K -38,784 -70%
BA
482
Ballast Advisors
Minnesota
$398K – – –
PAM
483
Peak Asset Management
Colorado
$398K – – –
GI
484
Gradient Investments
Minnesota
$396K +$383K +15,432 +2,890%
NL
485
NWAM LLC
Washington
$386K +$163K +6,558 +73%
OCM
486
Osterweis Capital Management
California
$382K -$374K – –
HI
487
Hendershot Investments
Virginia
$382K +$13.3K +537 +4%
BI
488
Blooom Inc
Kansas
$376K -$30.5K -1,230 -7%
GAM
489
Garrison Asset Management
Arkansas
$375K +$2.83K +114 +0.8%
ZIM
490
Zacks Investment Management
Illinois
$364K -$13.1K -528 -3%
EAM
491
Evanson Asset Management
California
$363K +$363K +14,634 New
CIC
492
Carnegie Investment Counsel
Ohio
$359K +$29.7K +1,197 +9%
WCFA
493
Walkner Condon Financial Advisors
Wisconsin
$358K +$818 +33 +0.2%
HIC
494
Hartline Investment Corp
Illinois
$352K -$13.9K -561 -4%
DSC
495
Duncker Streett & Co
Missouri
$352K -$7.3K -294 -2%
PPA
496
Parametric Portfolio Associates
Washington
$351K -$46.7K -1,881 -12%
HCIA
497
Hochman Cole Investment Advisors
Illinois
$345K – – –
PIA
498
Pinion Investment Advisors
Kansas
$341K -$23.9K -966 -7%
CFO
499
CVA Family Office
Colorado
$338K +$149 +6 +0%
RWM
500
Reston Wealth Management
Virginia
$335K +$1.04K +42 +0.3%
18 19
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