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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.

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
1
Financial Engines Advisors
California
$538M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$79.4M
3
AWS
3
AJ Wealth Strategies
New York
$58.1M
4
FFA
4
Fragasso Financial Advisors
Pennsylvania
$50.2M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$9.77M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$19.9M
2
Thrivent Financial for Lutherans
2
Thrivent Financial for Lutherans
Minnesota
$84.1M
3
KAS
3
Kestra Advisory Services
Texas
$3.25M
4
FFN
4
Focus Financial Network
Minnesota
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
576
MCF Advisors
Kentucky
$164K -$4.39K -177 -3%
NIC
577
Northwest Investment Counselors
Oregon
$164K +$164K +6,627 New
CFA
578
Carroll Financial Associates
North Carolina
$157K -$3.34K -135 -2%
Bank of Montreal
579
Bank of Montreal
Ontario, Canada
$156K -$31.2K -1,233 -17%
BFC
580
Bedel Financial Consulting
Indiana
$152K -$1.42K -57 -0.9%
CAL
581
Capital Advisors Ltd
Ohio
$142K +$63.9K +2,577 +82%
LWANC
582
Laurel Wealth Advisors (North Carolina)
North Carolina
$138K – – –
VFA
583
Valeo Financial Advisors
Indiana
$138K +$99.1K +3,999 +255%
CFGS
584
Concourse Financial Group Securities
Alabama
$132K +$68.5K +2,751 +108%
FHA
585
First Horizon Advisors
Tennessee
$129K +$10K +405 +8%
FCA
586
FinTrust Capital Advisors
South Carolina
$121K +$149 +6 +0.1%
TSW
587
Thompson Siegel & Walmsley
Virginia
$119K – – –
IRC
588
Investors Research Corp
Georgia
$108K – – –
S
589
SignatureFD
Georgia
$105K – – –
GLLW
590
Graves Light Lenhart Wealth
Virginia
$103K +$223 +9 +0.2%
PK
591
Pflug Koory
Nebraska
$97K +$3.14K +126 +3%
WPA
592
West Paces Advisors
Georgia
$96.8K – – –
CIM
593
Contravisory Investment Management
Massachusetts
$94K +$4.31K +174 +5%
OC
594
Oakworth Capital
Alabama
$90K – – –
FCM
595
Firestone Capital Management
Florida
$88K +$148 +6 +0.2%
SFSIG
596
San Francisco Sentry Investment Group
California
$80K – – –
BC
597
Burleson & Co
California
$70K +$70K +2,832 New
GSAM
598
Grant Street Asset Management
Pennsylvania
$61K +$61K +2,457 New
SFPG
599
Stonebridge Financial Planning Group
Florida
$60K +$26.1K +1,017 +77%
HC
600
Hoese & Co
Minnesota
$60K +$60K +2,400 New
22 23
24
25 26