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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 %
SIC
51
Salem Investment Counselors
North Carolina
$18.8M +$959K +38,646 +5%
PR
52
Payden & Rygel
California
$18.7M -$194K -7,830 -1%
BPA
53
Beacon Pointe Advisors
California
$18.6M +$57.3K +2,310 +0.3%
HI
54
Harbour Investments
Wisconsin
$18.5M +$18.5M +745,494 New
MFT
55
Moisand Fitzgerald Tamayo
Florida
$18.2M -$702K -28,308 -4%
CWM
56
Campbell Wealth Management
Virginia
$17.4M +$443K +17,865 +3%
CAN
57
Cetera Advisor Networks
California
$17M +$1.19M +47,829 +8%
EGWAG
58
Elwood & Goetz Wealth Advisory Group
Georgia
$16.8M +$831K +33,483 +5%
Osaic Holdings
59
Osaic Holdings
Arizona
$16.6M -$18.7M -752,691 -53%
MF
60
Manchester Financial
California
$16.2M +$4.97M +200,166 +44%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$16.2M +$824K +33,213 +5%
FC
62
Financial Consulate
Maryland
$15.8M -$129K -5,184 -0.8%
BWM
63
BerganKDV Wealth Management
Minnesota
$15.6M -$404K -16,287 -3%
NFG
64
Northeast Financial Group
Pennsylvania
$15.5M +$212K +8,541 +1%
OFG
65
Omega Financial Group
California
$15.5M -$127K -5,115 -0.8%
HG
66
Harbor Group
New Hampshire
$15.4M -$1.01M -39,192 -6%
SFA
67
Seneca Financial Advisors
New York
$15.4M -$109K -4,374 -0.7%
LIM
68
Leavell Investment Management
Alabama
$15.1M -$207K -8,331 -1%
PAG
69
Private Advisor Group
New Jersey
$14.9M -$2.57M -103,554 -15%
BSB
70
Bangor Savings Bank
Maine
$14.9M +$499K +20,124 +3%
TCM
71
Tradewinds Capital Management
Washington
$14.7M -$2.45M -98,571 -14%
NSAM
72
North Star Asset Management
Wisconsin
$14.2M +$1.45M +58,461 +11%
BSAM
73
Blue Square Asset Management
New York
$14M +$274K +11,061 +2%
NOI
74
Newton One Investments
Delaware
$14M +$306K +12,348 +2%
MFGP
75
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.7M +$71.9K +2,898 +0.5%
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