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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 %
FCA
601
FinTrust Capital Advisors
South Carolina
$125K +$382 +15 +0.3%
CCA
602
Column Capital Advisors
Indiana
$124K – – –
TSW
603
Thompson Siegel & Walmsley
Virginia
$122K – – –
CIM
604
Contravisory Investment Management
Massachusetts
$117K +$2.22K +87 +2%
IRC
605
Investors Research Corp
Georgia
$111K -$230 -9 -0.2%
S
606
SignatureFD
Georgia
$108K – – –
GLLW
607
Graves Light Lenhart Wealth
Virginia
$107K +$384 +15 +0.4%
WPA
608
West Paces Advisors
Georgia
$102K – – –
Qube Research & Technologies (QRT)
609
Qube Research & Technologies (QRT)
United Kingdom
$100K +$100K +3,900 New
PK
610
Pflug Koory
Nebraska
$96K -$3.21K -126 -3%
OC
611
Oakworth Capital
Alabama
$93K – – –
FCM
612
Firestone Capital Management
Florida
$93K – – –
BFC
613
Bedel Financial Consulting
Indiana
$77K -$14.5K -570 -16%
ACA
614
Aptus Capital Advisors
Alabama
$77K +$9.26K +363 +14%
M
615
MOTCO
Texas
$73K – – –
BC
616
Burleson & Co
California
$71K +$230 +9 +0.3%
ADL
617
Asset Dedication LLC
California
$61K -$3.78K -150 -6%
HC
618
Hoese & Co
Minnesota
$61K – – –
WQ
619
Wealth Quarterback
New Jersey
$57K +$52.2K +32,322 +1,082%
CWM
620
Cranbrook Wealth Management
Michigan
$54K – – –
CFD
621
Creative Financial Designs
Indiana
$54K +$5.32K +207 +11%
CCM
622
Covington Capital Management
California
$54K +$27.5K +1,077 +103%
AAMA
623
Advanced Asset Management Advisors
Ohio
$54K +$54K +2,112 New
MIM
624
Macroview Investment Management
Maryland
$51K +$1.22K +48 +2%
LFG
625
Larson Financial Group
Missouri
$48K +$2.85K +111 +6%
23 24
25
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