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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 %
W
526
WealthStone
Ohio
$297K +$37.1K +1,500 +14%
SFS
527
Sowell Financial Services
Arkansas
$294K +$6.21K +240 +2%
TNB
528
TCF National Bank
South Dakota
$293K -$7.45K -300 -2%
WWM
529
Western Wealth Management
Colorado
$293K +$15.1K +606 +5%
RCC
530
Red Cedar Capital
Nebraska
$292K +$520 +21 +0.2%
DY
531
Dowling & Yahnke
California
$291K +$291K +11,736 New
GWM
532
Gray Wealth Management
Maine
$287K – – –
PAS
533
Park Avenue Securities
New York
$287K +$287K +11,568 New
AssetMark Inc
534
AssetMark Inc
California
$284K +$253K +10,182 +812%
BG
535
Benedetti & Gucer
Georgia
$284K +$284K +11,448 New
RWRC
536
R.W. Roge & Company
New York
$278K – – –
GG
537
Greenwood Gearhart
Arkansas
$272K +$20.1K +813 +8%
NCM
538
Next Capital Management
New York
$271K -$13.2K -534 -5%
BWP
539
BSW Wealth Partners
Colorado
$262K -$75.2K -3,027 -22%
EWM
540
Evermay Wealth Management
Virginia
$260K – – –
COF
541
Capital One Financial
Virginia
$259K -$217K -8,766 -46%
PCA
542
Personal Capital Advisors
California
$253K -$71.7K -2,895 -22%
RBCM
543
Raub Brock Capital Management
California
$252K +$1.49K +60 +0.6%
IAP
544
Indie Asset Partners
Indiana
$251K -$129K -5,214 -34%
FWP
545
Falcon Wealth Planning
California
$245K -$2.98K -120 -1%
AIM
546
Acropolis Investment Management
Missouri
$242K – – –
ODIJL
547
One Day In July LLC
Vermont
$240K – – –
SCA
548
STALEY CAPITAL ADVISERS
Pennsylvania
$236K – – –
KLI
549
Kelman-Lazarov Inc
Tennessee
$235K – – –
NG
550
NWK Group
California
$234K – – –
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