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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 %
BI
501
Blooom Inc
Kansas
$393K -$11.1K -429 -3%
IF
502
Intrua Financial
Texas
$391K – – –
FC
503
Ferris Capital
Massachusetts
$391K +$391K +14,175 New
CIBC Private Wealth Group
504
CIBC Private Wealth Group
Georgia
$386K -$93.6K -3,666 -20%
PL
505
Plancorp LLC
Missouri
$382K +$69.2K +2,706 +22%
BL
506
BCWM LLC
Kansas
$375K +$375K +14,658 New
PIA
507
Pinion Investment Advisors
Kansas
$372K +$18.3K +717 +5%
BC
508
Barnett & Company
Tennessee
$370K -$380K -14,877 -51%
WCFA
509
Walkner Condon Financial Advisors
Wisconsin
$366K -$139K -5,469 -28%
ACA
510
Ascension Capital Advisors
Texas
$364K – – –
AP
511
Appleton Partners
Massachusetts
$362K +$134K +5,232 +59%
HIC
512
Hartline Investment Corp
Illinois
$351K -$11.4K -447 -3%
CMO
513
Covenant Multifamily Offices
Texas
$349K -$9.82K -381 -3%
APSI
514
Asset Planning Services Inc
Louisiana
$342K – – –
WF
515
Williams Financial
Vermont
$341K +$1.07K +42 +0.3%
LA
516
LexAurum Advisors
Kansas
$336K – – –
FRA
517
Frank Rimerman Advisors
California
$336K – – –
RFC
518
Regions Financial Corp
Alabama
$335K -$6.75K -264 -2%
FPCG
519
Fort Pitt Capital Group
Pennsylvania
$333K -$369K -14,457 -53%
PIM
520
Penobscot Investment Management
Massachusetts
$333K – – –
RWM
521
Reston Wealth Management
Virginia
$332K -$14K -549 -4%
CP
522
Capital Planning
Washington
$331K +$4.14K +162 +1%
SCA
523
Stillwater Capital Advisors
Pennsylvania
$330K – – –
ACM
524
AlphaStar Capital Management
North Carolina
$329K +$329K +12,174 New
TC
525
Tenret Company
Florida
$327K +$1.15K +45 +0.4%
19 20
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