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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 %
CG
676
Caprock Group
Idaho
– -$479K -21,069 Closed
AAM
677
Ascension Asset Management
New York
– -$441K -19,407 Closed
JWCA
678
J.W. Cole Advisors
Florida
– -$406K -17,874 Closed
SIM
679
Sadoff Investment Management
Wisconsin
– -$384K -16,878 Closed
CCA
680
Checchi Capital Advisers
California
– -$340K -14,952 Closed
RWM
681
RBA Wealth Management
California
– -$296K -13,005 Closed
MCP
682
Mirador Capital Partners
California
– -$224K -9,846 Closed
WAS
683
Wealth Advisory Solutions
Indiana
– -$218K -9,594 Closed
PWS
684
Peloton Wealth Strategists
Indiana
– -$218K -9,579 Closed
ACM
685
AlphaStar Capital Management
North Carolina
– -$201K -8,478 Closed
TRCT
686
Tower Research Capital (TRC)
New York
– -$134K -5,880 Closed
GWM
687
Greenhouse Wealth Management
Connecticut
– -$126K -5,547 Closed
CDIA
688
Capital Directions Investment Advisors
Georgia
– -$121K -5,304 Closed
IA
689
Inspire Advisors
Idaho
– -$37K -1,614 Closed
BDWCC
690
B&D White Capital Company
Texas
– -$31K -1,371 Closed
Simplex Trading
691
Simplex Trading
Illinois
– -$26K -1,152 Closed
BSSFA
692
Baron Silver Stevens Financial Advisors
Florida
– -$14K -621 Closed
CG
693
Cutler Group
California
– -$13K -597 Closed
OIM
694
Oder Investment Management
California
– -$13K -585 Closed
SIAG
695
Safeguard Investment Advisory Group
California
– -$7K -330 Closed
BWA
696
Burt Wealth Advisors
Maryland
– -$5K -216 Closed
GI
697
GS Investments
Minnesota
– -$5K -207 Closed
HNB
698
Huntington National Bank
Ohio
– -$24K – –
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