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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 %
ECM
126
Exchange Capital Management
Michigan
$7.75M -$117K -4,596 -1%
CMP
127
Courage Miller Partners
Virginia
$7.58M -$102K -4,008 -1%
SFWC
128
Strategic Family Wealth Counselors
New Jersey
$7.46M +$557K +21,804 +8%
AFP
129
Ausdal Financial Partners
Iowa
$7.38M +$465K +18,201 +7%
SL
130
Systelligence LLC
Minnesota
$7.33M +$306K +11,991 +4%
CA
131
Capital Advantage
California
$7.29M +$349K +13,659 +5%
MCM
132
MAI Capital Management
Ohio
$7.22M -$258K -10,089 -3%
FANJ
133
Financial Architects (New Jersey)
New Jersey
$7.2M +$214K +8,373 +3%
TLP
134
Trinity Legacy Partners
Texas
$7.18M +$243K +9,504 +3%
DFA
135
DHJJ Financial Advisors
Illinois
$6.88M +$328K +12,813 +5%
EE
136
EWG Elevate
California
$6.88M +$323K +12,651 +5%
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$6.84M -$66.4K -2,598 -1%
MIS
138
Morningstar Investment Services
Illinois
$6.83M +$145K +5,583 +2%
AIM
139
Anchor Investment Management
South Carolina
$6.74M +$156K +6,102 +2%
RCA
140
Reitz Capital Advisors
Michigan
$6.7M -$3.84M -150,255 -36%
MAM
141
Marquette Asset Management
Minnesota
$6.68M -$148K -5,811 -2%
TYCC
142
Texas Yale Capital Corp
Florida
$6.37M +$889K +34,776 +16%
NDSI
143
Newman Dignan & Sheerar Inc
Rhode Island
$6.26M +$91.4K +3,576 +1%
JWBC
144
John W. Brooker & Co
California
$6.21M +$223K +8,739 +4%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$6.12M +$300K +11,724 +5%
GCA
146
Gradient Capital Advisors
California
$6.06M +$208K +8,151 +4%
BDF
147
Black Diamond Financial
Maryland
$6.04M -$1.03M -40,317 -15%
EL
148
Essex LLC
Illinois
$6.01M +$6.01M +235,149 New
NWS
149
Newport Wealth Strategies
California
$5.98M +$103K +4,017 +2%
TCM
150
Tradewinds Capital Management
Washington
$5.95M -$18.2M -713,736 -75%
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