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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 Market Value Shares Shares
Change 		Shares
Change %
AAIM
76
Asset Advisors Investment Management
Georgia
$13.6M 534,243 +39,810 +8%
CFMC
77
Curbstone Financial Management Corp
New Hampshire
$13M 524,814 +9,930 +2%
PIMG
78
Patriot Investment Management Group
Tennessee
$13M 523,206 +344,346 +193%
LFS
79
Lutz Financial Services
Nebraska
$12.6M 506,091 -5,538 -1%
FWP
80
FAS Wealth Partners
Kansas
$12.5M 502,134 +39,873 +9%
HNW
81
High Note Wealth
Minnesota
$12.4M 500,706 -1,704 -0.3%
ODCM
82
Old Dominion Capital Management
Virginia
$12.4M 499,221 -34,728 -7%
AMG
83
Asset Management Group
Connecticut
$12.4M 498,612 +36,366 +8%
Truist Financial
84
Truist Financial
North Carolina
$12.3M 497,574 +23,979 +5%
DP
85
Denver PWM
Colorado
$12.2M 657,207 +48,786 +8%
SFG
86
Sage Financial Group
Pennsylvania
$12.1M 486,351 -2,556 -0.5%
TSWM
87
Triangle Securities Wealth Management
North Carolina
$12M 484,488 -3,078 -0.6%
PEA
88
Pacific Edge Advisors
California
$11.9M 478,530 +16,980 +4%
DC
89
Davenport & Co
Virginia
$11.7M 471,837 +39,834 +9%
Goldman Sachs
90
Goldman Sachs
New York
$11.5M 465,351 +2,970 +0.6%
IA
91
IFP Advisors
Florida
$11.4M 461,265 -25,278 -5%
NCMW
92
Northern Capital Management (Washington)
Washington
$11.3M 453,753 -50,268 -10%
NCM
93
Northwest Capital Management
Oregon
$11.1M 449,121 -18,402 -4%
JPMPWA
94
J.P. Morgan Private Wealth Advisors
California
$10.7M 431,091 +4,497 +1%
AWMG
95
Alliance Wealth Management Group
New Jersey
$10.5M 424,677 -28,146 -6%
TCM
96
Towercrest Capital Management
Pennsylvania
$10.5M 424,677 -28,146 -6%
OWA
97
Opal Wealth Advisors
New York
$10.3M 416,610 +21,879 +6%
EWA
98
Exencial Wealth Advisors
Oklahoma
$10.2M 412,872 +18,012 +5%
FNC
99
First National Corp
Massachusetts
$10.2M 410,568 -34,404 -8%
RCA
100
Reitz Capital Advisors
Michigan
$10.1M 405,477 +58,296 +17%
2 3
4
5 6