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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.

New
Increased
Maintained
Reduced
Closed
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 %
NCMW
101
Northern Capital Management (Washington)
Washington
$10.6M -$159K -6,207 -1%
OWA
102
Opal Wealth Advisors
New York
$10.6M +$229K +8,949 +2%
PR
103
Payden & Rygel
California
$10.1M +$49.1K +1,920 +0.5%
KBFS
104
Kohmann Bosshard Financial Services
Ohio
$10M +$716K +28,032 +8%
MMA
105
Miracle Mile Advisors
California
$10M +$360K +14,094 +4%
IAS
106
IMA Advisory Services
Colorado
$9.99M -$20.1K -786 -0.2%
PFM
107
Peak Financial Management
Massachusetts
$9.86M +$98.3K +3,846 +1%
Koshinski Asset Management
108
Koshinski Asset Management
Illinois
$9.84M +$2.96M +115,872 +43%
SJIM
109
St. Johns Investment Management
Florida
$9.52M -$67.6K -2,646 -0.7%
JIC
110
Johnson Investment Counsel
Ohio
$9.31M +$376K +14,706 +4%
ACA
111
Affinity Capital Advisors
California
$9.21M -$36.4K -1,425 -0.4%
BFG
112
Berger Financial Group
Minnesota
$9.21M +$674K +26,379 +8%
LF
113
Lee Financial
Texas
$9.12M -$18K -705 -0.2%
MWP
114
Meridian Wealth Partners
Pennsylvania
$9.09M -$39.6K -1,551 -0.4%
PAI
115
Pittenger & Anderson Inc
Nebraska
$8.94M +$214K +8,376 +2%
CCA
116
Clearwater Capital Advisors
Illinois
$8.79M +$216K +8,439 +3%
APW
117
Aurora Private Wealth
New Jersey
$8.73M +$329K +12,888 +4%
ATWA
118
Arbor Trust Wealth Advisors
Michigan
$8.65M +$360K +14,103 +4%
EVM
119
Eaton Vance Management
Massachusetts
$8.55M -$39.9K -1,569 -0.5%
RRC
120
Relaxing Retirement Coach
Massachusetts
$8.38M -$145K -5,655 -2%
LCC
121
Lincoln Capital Corp
Rhode Island
$8.35M +$134K +5,244 +2%
LIM
122
Lathrop Investment Management
Arkansas
$8.27M -$542K -21,198 -6%
Jones Financial Companies
123
Jones Financial Companies
Missouri
$8.17M -$101K -3,960 -1%
SWA
124
Sightline Wealth Advisors
Connecticut
$8.09M -$41K -1,605 -0.5%
KF
125
Krilogy Financial
Missouri
$7.96M -$1.11M -43,512 -12%
3 4
5
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