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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
$688M
2
KAS
Kestra Advisory Services
Texas
$40.9M
3
Morgan Stanley
Morgan Stanley
New York
$45.2M
4
AWM
Avior Wealth Management
Nebraska
$11.7M
5
AA
Advisory Alpha
Michigan
$59.4M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$74.6M
2
BCM
Brookstone Capital Management
Illinois
$83.3M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$72.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.3M
5
TCM
Tradewinds Capital Management
Washington
$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
526
Next Financial Group
Texas
$319K -$5.06K -198 -2%
US Bancorp
527
US Bancorp
Minnesota
$312K -$5.44K -213 -2%
RJT
528
Raymond James Trust
Florida
$312K – – –
HIM
529
Harbour Investment Management
Washington
$308K – – –
GWAM
530
Guardian Wealth Advisors (Minnesota)
Minnesota
$308K +$4.68K +183 +2%
HCIA
531
Hochman Cole Investment Advisors
Illinois
$306K -$29.3K -1,149 -9%
LBA
532
Lowell Blake & Associates
Massachusetts
$305K – – –
DY
533
Dowling & Yahnke
California
$303K – – –
RCC
534
Red Cedar Capital
Nebraska
$303K +$1.84K +72 +0.6%
RWRC
535
R.W. Roge & Company
New York
$299K – – –
EWM
536
Echo Wealth Management
Minnesota
$299K – – –
GLA
537
Great Lakes Advisors
Illinois
$297K – – –
OCM
538
Orser Capital Management
Texas
$294K – – –
GWM
539
Gray Wealth Management
Maine
$292K -$3.75K -147 -1%
BlackRock
540
BlackRock
New York
$290K -$60.3K -2,358 -17%
FMWA
541
Forvis Mazars Wealth Advisors
Missouri
$289K +$4.98K +195 +2%
HNB
542
Huntington National Bank
Ohio
$285K -$16.5K -645 -5%
CP
543
Camelot Portfolios
Ohio
$285K -$230 -9 -0.1%
KFS
544
Kaizen Financial Strategies
California
$283K +$283K +11,091 New
GIA
545
GHP Investment Advisors
Colorado
$281K +$44.7K +1,752 +19%
NCM
546
Next Capital Management
New York
$280K +$307 +12 +0.1%
RG
547
Retirement Group
California
$277K -$7.44K -291 -3%
OCM
548
Osterweis Capital Management
California
$271K -$276K – –
UTC
549
Unified Trust Company
Kentucky
$271K +$24K +942 +10%
RBCM
550
Raub Brock Capital Management
California
$269K +$4.37K +171 +2%
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