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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 %
SFG
476
SevenBridge Financial Group
Pennsylvania
$458K -$42.6K -1,668 -9%
LNB
477
Ledyard National Bank
$455K – – –
VWA
478
Visionary Wealth Advisors
Illinois
$453K -$182K -7,128 -29%
PP
479
Pegasus Partners
Wisconsin
$452K – – –
IC
480
IEQ Capital
California
$448K – – –
G
481
Gainplan
Michigan
$446K -$9.25K -363 -2%
BG
482
Benedetti & Gucer
Georgia
$445K +$157K +6,147 +54%
PI
483
Pachira Investments
California
$444K – – –
WWM
484
Windsor Wealth Management
Indiana
$442K +$1.56K +60 +0.4%
DBRC
485
D.B. Root & Company
Pennsylvania
$441K +$383 +15 +0.1%
5L
486
55I LLC
Massachusetts
$440K +$134K +5,244 +44%
GI
487
Gradient Investments
Minnesota
$436K -$3.68K -144 -0.8%
ACM
488
Armbruster Capital Management
New York
$432K – – –
GG
489
Greenwood Gearhart
Arkansas
$432K +$142K +5,553 +49%
MA
490
MONECO Advisors
Connecticut
$431K -$134K -5,253 -24%
SFG
491
Sunburst Financial Group
Alabama
$425K – – –
LAIC
492
Lederer & Associates Investment Counsel
California
$424K +$90.1K +3,525 +27%
CCM
493
Crew Capital Management
Ohio
$421K -$19.9K -777 -5%
CIC
494
Carnegie Investment Counsel
Ohio
$420K +$10.7K +417 +3%
RPA
495
Rock Point Advisors
Vermont
$413K -$30.7K -1,200 -7%
BA
496
Ballast Advisors
Minnesota
$408K +$63.1K +2,469 +18%
HI
497
Hendershot Investments
Virginia
$406K +$6.52K +255 +2%
PAM
498
Peak Asset Management
Colorado
$403K -$7.29K -285 -2%
BFG
499
Bouchey Financial Group
New York
$402K – – –
GAM
500
Garrison Asset Management
Arkansas
$395K +$9.96K +390 +3%
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