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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 %
BSW
151
Buckingham Strategic Wealth
Missouri
$5.79M -$109K -4,407 -2%
NWS
152
Newport Wealth Strategies
California
$5.69M +$1.75M +70,395 +44%
SWM
153
Sculati Wealth Management
Michigan
$5.67M +$8.19K +330 +0.1%
BFEC
154
Benjamin F. Edwards & Company
Missouri
$5.65M +$674K +27,177 +14%
Stifel Financial
155
Stifel Financial
Missouri
$5.62M +$1.23M +49,560 +28%
WMG
156
WESCAP Management Group
California
$5.6M +$376K +15,144 +7%
JWBC
157
John W. Brooker & Co
California
$5.6M +$390K +15,723 +7%
Baird Financial Group
158
Baird Financial Group
Wisconsin
$5.54M +$151K +6,078 +3%
MIS
159
Morningstar Investment Services
Illinois
$5.43M -$258K -10,449 -5%
GCA
160
Gradient Capital Advisors
California
$5.35M +$159K +6,399 +3%
BP
161
Broadleaf Partners
Ohio
$5.32M -$85K -3,426 -2%
TYCC
162
Texas Yale Capital Corp
Florida
$5.15M +$83.7K +3,375 +2%
VFIC
163
Valley Forge Investment Consultants
Pennsylvania
$5.13M +$1.41M +56,859 +38%
CCWA
164
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.11M +$4M +161,331 +361%
APSP
165
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.97M +$67K +2,700 +1%
WTC
166
WhitTier Trust Company
Nevada
$4.93M -$75.5K -3,045 -2%
EFG
167
Everhart Financial Group
Ohio
$4.84M -$306K -12,336 -6%
PFA
168
Pure Financial Advisors
California
$4.8M -$41.3K -1,665 -0.9%
KCPG
169
Kavar Capital Partners Group
Kansas
$4.8M +$291K +11,748 +6%
SIA
170
SkyView Investment Advisors
New Jersey
$4.68M +$16.7K +672 +0.4%
GPFA
171
Game Plan Financial Advisors
Ohio
$4.62M -$76.6K -3,072 -2%
NYLIM
172
New York Life Investment Management
New York
$4.61M +$1.45M +58,365 +46%
SBL
173
Sargent Bickham Lagudis
Colorado
$4.57M +$1.05M +42,318 +30%
AF
174
Advisornet Financial
Minnesota
$4.57M +$337K +13,593 +8%
HWA
175
Hilltop Wealth Advisors
North Carolina
$4.51M -$2.16M -87,120 -32%
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