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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 %
CIBC Private Wealth Group
501
CIBC Private Wealth Group
Georgia
$332K +$76.1K +3,072 +30%
WF
502
Williams Financial
Vermont
$330K +$330K +13,296 New
BL
503
Balentine LLC
Georgia
$329K -$45.2K -1,821 -12%
NFG
504
Next Financial Group
Texas
$328K -$24.8K -999 -7%
KFS
505
Kaizen Financial Strategies
California
$327K -$14.4K -579 -4%
APSI
506
Asset Planning Services Inc
Louisiana
$327K +$37.3K +1,500 +13%
LA
507
LexAurum Advisors
Kansas
$326K – – –
FRA
508
Frank Rimerman Advisors
California
$326K – – –
PIM
509
Penobscot Investment Management
Massachusetts
$324K -$35.4K -1,425 -10%
LAIC
510
Lederer & Associates Investment Counsel
California
$324K +$45.7K +1,842 +16%
SCA
511
Stillwater Capital Advisors
Pennsylvania
$320K – – –
EWM
512
Echo Wealth Management
Minnesota
$316K – – –
EWM
513
Elmwood Wealth Management
California
$313K +$313K +12,597 New
TPW
514
Tiller Private Wealth
Pennsylvania
$310K – – –
US Bancorp
515
US Bancorp
Minnesota
$309K -$53K -2,133 -15%
GT
516
Greenleaf Trust
Michigan
$308K +$308K +12,414 New
TWP
517
Treybourne Wealth Planners
Indiana
$307K – – –
GRP
518
Global Retirement Partners
California
$306K +$12.1K +486 +4%
PL
519
Plancorp LLC
Missouri
$303K +$74 +3 +0%
RJT
520
Raymond James Trust
Florida
$303K +$56.6K +2,280 +23%
RFC
521
Regions Financial Corp
Alabama
$302K – – –
HIM
522
Harbour Investment Management
Washington
$299K +$74 +3 +0%
GWAM
523
Guardian Wealth Advisors (Minnesota)
Minnesota
$297K -$5.59K -225 -2%
RG
524
Retirement Group
California
$297K -$5.44K -219 -2%
WA
525
WESPAC Advisors
California
$297K +$22.1K +891 +8%
19 20
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