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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
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 %
Citigroup
601
Citigroup
New York
$58K +$5.62K +228 +11%
CAC
602
Certified Advisory Corp
Florida
$57K +$57K +2,277 New
ACA
603
Aptus Capital Advisors
Alabama
$54K +$15.2K +609 +39%
LFG
604
Larson Financial Group
Missouri
$54K +$39K +1,584 +259%
SSB
605
Sandy Spring Bank
Maryland
$53K – – –
CWM
606
Cranbrook Wealth Management
Michigan
$53K – – –
BEI
607
Benjamin Edwards Inc
Missouri
$52K -$675 -27 -1%
GWM
608
Geneos Wealth Management
Colorado
$47K +$231 +9 +0.5%
TC
609
Truvestments Capital
Florida
$47K +$1.05K +42 +2%
MIM
610
Macroview Investment Management
Maryland
$47K +$2.23K +90 +5%
HFA
611
HC Financial Advisors
California
$45K +$149 +6 +0.3%
TPCW
612
TD Private Client Wealth
New York
$42.8K – – –
WT
613
Whittier Trust
California
$42K – – –
SIAP
614
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$42K – – –
TWA
615
TCI Wealth Advisors
Arizona
$42K +$8.11K +330 +24%
CTC
616
Central Trust Company
Missouri
$37K +$6.81K +276 +23%
ADL
617
Asset Dedication LLC
California
$35K -$21.3K -864 -38%
MSFP
618
Mark Sheptoff Financial Planning
Connecticut
$34K – – –
TCWA
619
Ten Capital Wealth Advisors
Washington
$33K – – –
FFA
620
Founders Financial Alliance
North Carolina
$33K +$33K +1,293 New
LDFR
621
Lehman & Derafelo Financial Resources
Pennsylvania
$31K – – –
PFA
622
Professional Financial Advisors
Nebraska
$30K -$20.4K -822 -41%
GCM
623
Gables Capital Management
Florida
$29K – – –
HIA
624
Harbor Investment Advisory
Maryland
$29K – – –
BCM
625
Blume Capital Management
California
$26K – – –
23 24
25
26 27