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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 %
CIP
551
Capital Insight Partners
Arizona
$267K +$26.6K +1,041 +11%
PCA
552
Personal Capital Advisors
California
$263K -$31.8K -1,248 -11%
SC
553
Scotia Capital
Ontario, Canada
$262K +$262K +10,263 New
WA
554
WESPAC Advisors
California
$260K +$260K +10,176 New
BWP
555
BSW Wealth Partners
Colorado
$257K -$2.61K -102 -1%
T
556
TRUADVICE
Florida
$254K +$31K +1,116 +14%
CFO
557
CVA Family Office
Colorado
$252K -$389 -21 -0.2%
CSIC
558
Clifford Swan Investment Counsel
California
$250K +$165 +6 +0.1%
AIM
559
Acropolis Investment Management
Missouri
$248K – – –
PG
560
Patten Group
Tennessee
$248K – – –
PFP
561
Pinnacle Financial Partners
Tennessee
$248K +$845 +33 +0.3%
ODIJL
562
One Day In July LLC
Vermont
$247K – – –
WF
563
Whelan Financial
California
$245K +$245K +9,573 New
SCA
564
STALEY CAPITAL ADVISERS
Pennsylvania
$243K – – –
PPA
565
Parametric Portfolio Associates
Washington
$242K -$12.7K -498 -5%
NG
566
NWK Group
California
$241K – – –
MCCP
567
Mission Creek Capital Partners
California
$237K – – –
FWP
568
Falcon Wealth Planning
California
$232K -$2.23K -87 -1%
FNBOMD
569
First National Bank of Mount Dora
Florida
$230K – – –
DWP
570
Destiny Wealth Partners
Florida
$227K -$10.8K -423 -5%
HI
571
Human Investing
Oregon
$227K +$3.75K +147 +2%
KLI
572
Kelman-Lazarov Inc
Tennessee
$226K – – –
GC
573
Gratus Capital
Georgia
$219K +$767 +30 +0.4%
COF
574
Capital One Financial
Virginia
$216K -$42.8K -1,671 -17%
VBFP
575
Valtinson Bruner Financial Planning
Minnesota
$215K – – –
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