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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 %
CCP
651
Clarkston Capital Partners
Michigan
$7K +$7K +303 New
EK
652
Evensky & Katz
Florida
$6K – – –
GT
653
Glenmede Trust
Pennsylvania
$5K -$6.25K -300 -56%
CAAS
654
Capital Asset Advisory Services
Michigan
$5K -$5K -198 -50%
BAM
655
Bellevue Asset Management
Washington
$5K – – –
MA
656
MBA Advisors
Pennsylvania
$4.74K +$4.74K +191,136 New
SIS
657
Sound Income Strategies
Florida
$4.17K +$4.17K +168 New
AF
658
Allworth Financial
California
$4K -$9.12K -342 -70%
Rockefeller Capital Management
659
Rockefeller Capital Management
New York
$4K +$4K +171 New
FMP
660
Financial Management Professionals
Texas
$3K -$8.37K -360 -74%
WFA
661
West Financial Advisors
Iowa
$2K – – –
FWM
662
Focused Wealth Management
New York
$2K – – –
DI
663
Disciplined Investments
Oklahoma
$2K – – –
TFM
664
TFC Financial Management
Massachusetts
$2K – – –
1WM
665
1900 Wealth Management
Texas
$1.71K -$97 -3,894 -5%
PWM
666
Provident Wealth Management
Tennessee
$1K -$1.27K -57 -56%
NC
667
NewSquare Capital
Pennsylvania
$1K – – –
FFN
668
Focus Financial Network
Minnesota
– -$18.9M -832,194 Closed
ABC
669
Associated Banc-Corp
Wisconsin
– -$3.32M -145,944 Closed
LWM
670
Laidlaw Wealth Management
New York
– -$1.54M -67,959 Closed
Citadel Advisors
671
Citadel Advisors
Florida
– -$1.33M -58,446 Closed
SP
672
SWS Partners
Ohio
– -$813K -35,793 Closed
SF
673
Synovus Financial
Georgia
– -$650K -28,590 Closed
PFO
674
Pathstone Family Office
New Jersey
– -$549K -24,165 Closed
GVAG
675
Great Valley Advisor Group
Delaware
– -$543K -23,892 Closed
24 25 26
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