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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 %
OIA
576
Optimum Investment Advisors
Illinois
$215K +$34.1K +1,335 +19%
CFGS
577
Concourse Financial Group Securities
Alabama
$211K +$39.3K +1,536 +23%
AC
578
AWM Capital
Arizona
$209K +$209K +7,632 New
RDFA
579
Ritter Daniher Financial Advisory
Ohio
$205K -$536 -21 -0.3%
SI
580
Shaker Investments
Ohio
$203K -$16.4K -642 -7%
MCP
581
Mirador Capital Partners
California
$203K -$1.23K -48 -0.6%
FMN
582
Financial Management Network
California
$203K +$694 +27 +0.3%
B
583
Bellecapital
Switzerland
$202K -$42.8K -1,677 -17%
MIP
584
Marietta Investment Partners
Wisconsin
$202K -$2.53K -99 -1%
FM
585
Family Management
New York
$202K – – –
DSC
586
Duncker Streett & Co
Missouri
$201K +$383 +15 +0.2%
EWM
587
Evermay Wealth Management
Virginia
$197K -$70.4K -2,760 -26%
BAM
588
Barrett Asset Management
New York
$195K +$19.2K +750 +11%
BL
589
Balentine LLC
Georgia
$194K +$194K +7,581 New
TCWA
590
Ten Capital Wealth Advisors
Washington
$182K +$98.4K +3,843 +118%
SSB
591
Sandy Spring Bank
Maryland
$171K +$111K +4,362 +185%
AssetMark Inc
592
AssetMark Inc
California
$165K +$133K +5,205 +420%
MA
593
MCF Advisors
Kentucky
$163K -$1.07K -42 -0.7%
CFA
594
Carroll Financial Associates
North Carolina
$162K – – –
OSAM
595
O'Shaughnessy Asset Management
Connecticut
$159K +$159K +6,219 New
PCA
596
Providence Capital Advisors
North Carolina
$149K +$149K +5,832 New
CAL
597
Capital Advisors Ltd
Ohio
$146K – – –
CDIA
598
Capital Directions Investment Advisors
Georgia
$136K – – –
FHA
599
First Horizon Advisors
Tennessee
$133K – – –
RFA
600
Reilly Financial Advisors
California
$126K -$18.6K -729 -13%
22 23
24
25 26