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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 %
TCM
676
TD Capital Management
Tennessee
$6K +$71 +3 +1%
BU
677
BBVA USA
Alabama
$5K – – –
BAM
678
Bellevue Asset Management
Washington
$5K – – –
GI
679
GS Investments
Minnesota
$5K +$5K +207 New
EL
680
EMFO LLC
Florida
$4K – – –
CAAS
681
Capital Asset Advisory Services
Michigan
$3K -$1.81K -78 -38%
FFA
682
Freedman Financial Associates
Massachusetts
$3K – – –
HFS
683
Hantz Financial Services
Michigan
$3K – – –
FMP
684
Financial Management Professionals
Texas
$3K – – –
TFM
685
TFC Financial Management
Massachusetts
$2K – – –
FWM
686
Focused Wealth Management
New York
$2K – – –
DI
687
Disciplined Investments
Oklahoma
$2K – – –
PWM
688
Provident Wealth Management
Tennessee
$1K -$750 -18 -43%
NC
689
NewSquare Capital
Pennsylvania
$1K – – –
EWA
690
Exencial Wealth Advisors
Oklahoma
– -$11.5M -440,577 Closed
CIAS
691
CFS Investment Advisory Services
New Jersey
– -$6.32M -242,382 Closed
SFMG
692
Sage Financial Management Group
Virginia
– -$6.32M -242,382 Closed
MSA
693
Marino Stram & Associates
Massachusetts
– -$3.81M -145,896 Closed
SPP
694
Single Point Partners
Massachusetts
– -$1.58M -60,624 Closed
OMC
695
Old Mission Capital
Illinois
– -$1.21M -46,512 Closed
ACP
696
Arcus Capital Partners
Georgia
– -$1.21M -46,197 Closed
CC
697
Claybrook Capital
Massachusetts
– -$511K -19,602 Closed
QCM
698
Quest Capital Management
Texas
– -$366K -14,046 Closed
ZIM
699
Zacks Investment Management
Illinois
– -$347K -13,314 Closed
Deutsche Bank
700
Deutsche Bank
Germany
– -$278K -10,650 Closed
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