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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 %
LCM
651
Logan Capital Management
Pennsylvania
$23K – – –
PO
652
Private Ocean
California
$22K – – –
ME
653
McIlrath & Eck
Washington
$21K – – –
AAP
654
Arax Advisory Partners
Colorado
$20K -$4.55K -174 -19%
LDFR
655
Lehman & Derafelo Financial Resources
Pennsylvania
$19K – – –
GIA
656
Goodwin Investment Advisory
Georgia
$18K – – –
NFSG
657
Newbridge Financial Services Group
Florida
$18K – – –
PIP
658
Peachtree Investment Partners
Florida
$17K -$1.82K -72 -10%
KFI
659
Key Financial Inc
Pennsylvania
$17K – – –
JFA
660
JNBA Financial Advisors
Minnesota
$16K – – –
BFG
661
Baron Financial Group
New Jersey
$15.3K – – –
AF
662
Allworth Financial
California
$14K +$10.2K +408 +272%
GKWIM
663
Gerber Kawasaki Wealth & Investment Management
California
$13K +$13K +522 New
TPCW
664
TD Private Client Wealth
New York
$11K – – –
Citigroup
665
Citigroup
New York
$11K -$40.9K -1,527 -79%
GWS
666
Glassman Wealth Services
Virginia
$11K – – –
AW
667
Avion Wealth
Texas
$10K +$10K +393 New
SCA
668
Stonebridge Capital Advisors
Minnesota
$9K -$9K -366 -50%
PMFA
669
Plante Moran Financial Advisors
Michigan
$9K – – –
HCM
670
Horrell Capital Management
Arkansas
$9K – – –
FFA
671
Founders Financial Alliance
North Carolina
$9K – – –
1IA
672
1834 Investment Advisors
Wisconsin
$7K – – –
LWM
673
Liberty Wealth Management
California
$7K +$79 +3 +1%
EK
674
Evensky & Katz
Florida
$6K -$217 -9 -3%
GT
675
Glenmede Trust
Pennsylvania
$6K – – –
25 26
27
28 29