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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 %
HG
76
Harbor Group
New Hampshire
$14.5M -$571K -22,353 -4%
MFGP
77
Marshall Financial Group (Pennsylvania)
Pennsylvania
$14.4M +$199K +7,800 +1%
AAIM
78
Asset Advisors Investment Management
Georgia
$14.2M +$29.9K +1,170 +0.2%
OFG
79
Omega Financial Group
California
$14M -$1.2M -46,983 -8%
FWP
80
FAS Wealth Partners
Kansas
$13.6M +$334K +13,065 +3%
CFMC
81
Curbstone Financial Management Corp
New Hampshire
$13.6M +$59.9K +2,346 +0.4%
LFS
82
Lutz Financial Services
Nebraska
$13.5M +$752K +29,418 +6%
Truist Financial
83
Truist Financial
North Carolina
$13.4M +$94.9K +3,714 +0.7%
PIMG
84
Patriot Investment Management Group
Tennessee
$13.2M -$148K -5,805 -1%
IA
85
IFP Advisors
Florida
$13M +$610K +23,655 +5%
HNW
86
High Note Wealth
Minnesota
$12.8M +$159K +6,207 +1%
ODCM
87
Old Dominion Capital Management
Virginia
$12.8M +$91.8K +3,594 +0.7%
CWM
88
Curi Wealth Management
North Carolina
$12.7M +$2.47M +96,588 +24%
TSWM
89
Triangle Securities Wealth Management
North Carolina
$12.5M +$171K +6,675 +1%
JPMPWA
90
J.P. Morgan Private Wealth Advisors
California
$12.4M +$749K +29,304 +6%
SFG
91
Sage Financial Group
Pennsylvania
$12.3M -$57.7K -2,259 -0.5%
PEA
92
Pacific Edge Advisors
California
$12.1M +$720K +28,170 +6%
Goldman Sachs
93
Goldman Sachs
New York
$11.9M -$983K -38,481 -8%
NCM
94
Northwest Capital Management
Oregon
$11.8M -$55.9K -2,067 -0.5%
AWM
95
Avior Wealth Management
Nebraska
$11.7M +$10M +391,230 +578%
FNC
96
First National Corp
Massachusetts
$11.7M +$232K +9,060 +2%
VNA
97
Valley National Advisers
Pennsylvania
$11.5M +$432K +16,908 +4%
CCFM
98
Clear Creek Financial Management
Washington
$11M -$1.97M -77,265 -15%
AWMG
99
Alliance Wealth Management Group
New Jersey
$10.7M +$208K +8,130 +2%
TCM
100
Towercrest Capital Management
Pennsylvania
$10.7M +$208K +8,130 +2%
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4
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