SCHM icon

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 %
BEI
626
Benjamin Edwards Inc
Missouri
$44K -$465 -18 -1%
TWA
627
TCI Wealth Advisors
Arizona
$44K – – –
WT
628
Whittier Trust
California
$43K – – –
HF
629
Halpern Financial
Virginia
$41.6K +$41.6K +1,626 New
SIAP
630
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$38K -$4.95K -195 -12%
CG
631
Cutler Group
California
$38K – – –
CTC
632
Central Trust Company
Missouri
$38K – – –
SIM
633
Sonora Investment Management
Arizona
$38K +$38K +1,500 New
GWM
634
Geneos Wealth Management
Colorado
$37K – – –
MSFP
635
Mark Sheptoff Financial Planning
Connecticut
$35K – – –
Fifth Third Bancorp
636
Fifth Third Bancorp
Ohio
$32K +$9.76K +387 +44%
PFA
637
Professional Financial Advisors
Nebraska
$31K – – –
GCM
638
Gables Capital Management
Florida
$30K – – –
William Blair & Company
639
William Blair & Company
Illinois
$30K +$12.7K +495 +73%
TC
640
Truvestments Capital
Florida
$29K -$17.1K -660 -37%
HIA
641
Harbor Investment Advisory
Maryland
$29K – – –
SFPG
642
Stonebridge Financial Planning Group
Florida
$28K -$36.3K -1,320 -56%
EWM
643
EPG Wealth Management
Georgia
$28K +$28K +1,095 New
BCM
644
Blume Capital Management
California
$27K – – –
EI
645
Ellevest Inc
New York
$27K +$78 +3 +0.3%
AC
646
AlphaCore Capital
California
$27K +$77 +3 +0.3%
BWA
647
BDO Wealth Advisors
Florida
$27K +$14.3K +564 +113%
Rockefeller Capital Management
648
Rockefeller Capital Management
New York
$26K -$3.57K -144 -12%
SAM
649
Strategic Asset Management
Minnesota
$26K +$26K +1,008 New
HFA
650
HC Financial Advisors
California
$24K +$77 +3 +0.3%
24 25
26
27 28