SCHM icon

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 %
VNA
101
Valley National Advisers
Pennsylvania
$10M +$420K +16,926 +4%
IAS
102
IMA Advisory Services
Colorado
$9.83M -$287K -11,565 -3%
AllianceBernstein
103
AllianceBernstein
Tennessee
$9.77M +$9.37M +377,622 +2,319%
PFM
104
Peak Financial Management
Massachusetts
$9.66M -$647K -26,085 -6%
SJIM
105
St. Johns Investment Management
Florida
$9.41M -$492K -19,839 -5%
KF
106
Krilogy Financial
Missouri
$9.15M +$199K +8,010 +2%
LF
107
Lee Financial
Texas
$9.08M -$315K -12,702 -3%
MWP
108
Meridian Wealth Partners
Pennsylvania
$9.07M -$399K -16,089 -4%
ACA
109
Affinity Capital Advisors
California
$9.01M +$529K +21,318 +6%
LIM
110
Lathrop Investment Management
Arkansas
$8.87M -$927K -37,374 -9%
MMA
111
Miracle Mile Advisors
California
$8.78M +$578K +23,316 +7%
CWM
112
Curi Wealth Management
North Carolina
$8.62M +$1M +40,344 +13%
Koshinski Asset Management
113
Koshinski Asset Management
Illinois
$8.53M +$98.9K +3,987 +1%
KBFS
114
Kohmann Bosshard Financial Services
Ohio
$8.45M +$1.15M +46,323 +16%
Jones Financial Companies
115
Jones Financial Companies
Missouri
$8.42M -$309K -12,441 -4%
EVM
116
Eaton Vance Management
Massachusetts
$8.36M -$324K -13,050 -4%
PAI
117
Pittenger & Anderson Inc
Nebraska
$8.34M +$312K +12,576 +4%
RRC
118
Relaxing Retirement Coach
Massachusetts
$8.32M -$104K -4,206 -1%
IWC
119
Integrated Wealth Concepts
Massachusetts
$8.21M +$663K +26,703 +9%
CCA
120
Clearwater Capital Advisors
Illinois
$8.15M -$667K -26,877 -8%
ATWA
121
Arbor Trust Wealth Advisors
Michigan
$7.94M +$972K +39,195 +14%
JIC
122
Johnson Investment Counsel
Ohio
$7.88M +$1.09M +43,875 +16%
LCC
123
Lincoln Capital Corp
Rhode Island
$7.83M -$167K -6,723 -2%
SWA
124
Sightline Wealth Advisors
Connecticut
$7.79M -$639K -25,665 -8%
TLP
125
Trinity Legacy Partners
Texas
$7.78M -$67.7K -2,619 -0.9%
3 4
5
6 7