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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.

New
Increased
Maintained
Reduced
Closed
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
Financial Engines Advisors
California
$538M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$79.4M
3
AWS
AJ Wealth Strategies
New York
$58.1M
4
FFA
Fragasso Financial Advisors
Pennsylvania
$50.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
$9.77M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
$19.9M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$84.1M
3
KAS
Kestra Advisory Services
Texas
$3.25M
4
FFN
Focus Financial Network
Minnesota
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$16.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
126
Exchange Capital Management
Michigan
$7.69M -$42.2K -1,701 -0.5%
APW
127
Aurora Private Wealth
New Jersey
$7.64M +$1.07M +42,966 +16%
BFG
128
Berger Financial Group
Minnesota
$7.52M +$128K +5,154 +2%
CMP
129
Courage Miller Partners
Virginia
$7.46M -$109K -4,392 -1%
SPA
130
Sentinel Pension Advisors
Massachusetts
$7.38M +$4.52M +264,636 +158%
PAG
131
Pinnacle Advisory Group
Maryland
$6.98M +$228K +9,204 +3%
MAM
132
Marquette Asset Management
Minnesota
$6.96M -$3.89M -156,675 -36%
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$6.92M -$551K -22,224 -7%
BDF
134
Black Diamond Financial
Maryland
$6.54M +$616K +24,816 +10%
FANJ
135
Financial Architects (New Jersey)
New Jersey
$6.52M +$435K +17,517 +7%
NRI
136
NFP Retirement Inc
California
$6.29M +$4.57M +184,233 +266%
SL
137
Systelligence LLC
Minnesota
$6.28M -$8.21M -330,861 -57%
EE
138
EWG Elevate
California
$6.28M +$130K +5,247 +2%
CA
139
Capital Advantage
California
$6.28M +$231K +9,321 +4%
CFIA
140
Cantor Fitzgerald Investment Advisors
New York
$6.27M +$10.1K +444 +0.2%
CCM
141
Ciovacco Capital Management
Georgia
$6.26M +$1.83M +73,230 +41%
AIM
142
Anchor Investment Management
South Carolina
$6.21M -$396K -15,981 -6%
DFA
143
DHJJ Financial Advisors
Illinois
$6.21M -$28.7K -1,155 -0.5%
CCM
144
Colorado Capital Management
Colorado
$6.2M -$388K -15,651 -6%
SFWC
145
Strategic Family Wealth Counselors
New Jersey
$6.14M +$345K +13,920 +6%
AFP
146
Ausdal Financial Partners
Iowa
$6.06M +$943K +38,016 +18%
SFMG
147
Sage Financial Management Group
Virginia
$5.99M -$530K -21,351 -8%
NDSI
148
Newman Dignan & Sheerar Inc
Rhode Island
$5.94M +$125K +5,019 +2%
MCC
149
Money Concepts Capital
Florida
$5.94M -$45.9K -1,851 -0.8%
ACWM
150
Adams Chetwood Wealth Management
North Carolina
$5.94M -$122K -4,908 -2%
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