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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 %
CIP
551
Capital Insight Partners
Arizona
$233K -$60.5K -2,442 -21%
TWM
552
TMD Wealth Management
Arizona
$231K +$231K +9,312 New
MCCP
553
Mission Creek Capital Partners
California
$230K – – –
CP
554
Camelot Portfolios
Ohio
$226K – – –
DWP
555
Destiny Wealth Partners
Florida
$223K -$97.9K -3,942 -31%
FNBOMD
556
First National Bank of Mount Dora
Florida
$223K – – –
B
557
Bellecapital
Switzerland
$223K +$223K +8,997 New
AP
558
Appleton Partners
Massachusetts
$222K – – –
NF
559
Nikulski Financial
Iowa
$222K – – –
PFP
560
Pinnacle Financial Partners
Tennessee
$218K +$885 +39 +0.4%
GC
561
Gratus Capital
Georgia
$211K +$211K +8,511 New
FWM
562
Frontier Wealth Management
Missouri
$209K +$209K +8,430 New
SI
563
Shaker Investments
Ohio
$206K -$13.7K -552 -6%
CBFP
564
Cedar Brook Financial Partners
Ohio
$206K +$206K +8,286 New
PCM
565
Palouse Capital Management
Washington
$205K -$26.6K -1,071 -11%
FMN
566
Financial Management Network
California
$205K +$205K +7,851 New
HFA
567
Hoover Financial Advisors
Pennsylvania
$204K -$100K -3,909 -33%
VBFP
568
Valtinson Bruner Financial Planning
Minnesota
$204K +$204K +7,911 New
GIA
569
GHP Investment Advisors
Colorado
$204K +$204K +8,235 New
RDFA
570
Ritter Daniher Financial Advisory
Ohio
$200K -$8.58K -345 -4%
FM
571
Family Management
New York
$196K – – –
BlackRock
572
BlackRock
New York
$184K +$49.6K +1,995 +37%
OIA
573
Optimum Investment Advisors
Illinois
$173K -$6.4K -258 -4%
BAM
574
Barrett Asset Management
New York
$170K -$3.71K -150 -2%
RFA
575
Reilly Financial Advisors
California
$164K -$75.5K -3,036 -32%
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