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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.

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
1
Financial Engines Advisors
California
$688M
2
KAS
2
Kestra Advisory Services
Texas
$40.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.2M
4
AWM
4
Avior Wealth Management
Nebraska
$11.7M
5
AA
5
Advisory Alpha
Michigan
$59.4M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$74.6M
2
BCM
2
Brookstone Capital Management
Illinois
$83.3M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$72.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$67.3M
5
TCM
5
Tradewinds Capital Management
Washington
$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
MI
51
Moneywise Inc
Virginia
$20.5M +$2.49M +97,278 +14%
MAG
52
Mokosak Advisory Group
Iowa
$20.3M +$719K +28,158 +4%
MFT
53
Moisand Fitzgerald Tamayo
Florida
$19.7M +$333K +13,035 +2%
EHPM
54
Emery Howard Portfolio Management
California
$19.5M -$335K -13,101 -2%
EGWAG
55
Elwood & Goetz Wealth Advisory Group
Georgia
$19.5M +$1.5M +58,791 +8%
AllianceBernstein
56
AllianceBernstein
Tennessee
$19M +$5.04M +197,304 +36%
Wells Fargo
57
Wells Fargo
California
$18.5M -$1.22M -47,766 -6%
MF
58
Manchester Financial
California
$18.2M +$642K +25,122 +4%
DC
59
Davenport & Co
Virginia
$18M +$1.55M +60,624 +9%
Cambridge Investment Research Advisors
60
Cambridge Investment Research Advisors
Iowa
$17.7M -$366K -14,334 -2%
BWM
61
BerganKDV Wealth Management
Minnesota
$17.2M +$383K +14,973 +2%
NSAM
62
North Star Asset Management
Wisconsin
$17.1M +$917K +35,868 +6%
DP
63
Denver PWM
Colorado
$16.9M +$768K +30,060 +5%
FC
64
Financial Consulate
Maryland
$16.9M +$686K +26,859 +4%
BSB
65
Bangor Savings Bank
Maine
$16.3M +$767K +30,018 +5%
UCFA
66
United Capital Financial Advisors
Texas
$16.3M -$1.97M -77,061 -11%
BPA
67
Beacon Pointe Advisors
California
$16.2M +$14.1K +552 +0.1%
PFG
68
Piershale Financial Group
Illinois
$16.1M -$1.08M -42,309 -6%
CWM
69
Campbell Wealth Management
Virginia
$16.1M +$405K +15,843 +3%
NOI
70
Newton One Investments
Delaware
$15.9M +$1.44M +56,421 +10%
NFG
71
Northeast Financial Group
Pennsylvania
$15.7M +$313K +12,264 +2%
AMG
72
Asset Management Group
Connecticut
$15.6M +$1.31M +51,288 +9%
SFA
73
Seneca Financial Advisors
New York
$15.5M -$193K -7,572 -1%
BSAM
74
Blue Square Asset Management
New York
$15.4M +$372K +14,547 +2%
LIM
75
Leavell Investment Management
Alabama
$15.3M -$241K -9,423 -2%
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