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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
Financial Engines Advisors
California
+$53.2M
2
KAS
Kestra Advisory Services
Texas
+$37.8M
3
Morgan Stanley
Morgan Stanley
New York
+$12.7M
4
AWM
Avior Wealth Management
Nebraska
+$10M
5
AA
Advisory Alpha
Michigan
+$9.51M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$94.9M
2
BCM
Brookstone Capital Management
Illinois
-$93.8M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$29.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$22.8M
5
TCM
Tradewinds Capital Management
Washington
-$18.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
151
Stifel Financial
Missouri
$5.88M +$65.9K +2,580 +1%
BSW
152
Buckingham Strategic Wealth
Missouri
$5.88M -$41.8K -1,635 -0.7%
VFIC
153
Valley Forge Investment Consultants
Pennsylvania
$5.71M -$164K -6,420 -3%
SWM
154
Sculati Wealth Management
Michigan
$5.67M -$80K -3,129 -1%
CCM
155
Colorado Capital Management
Colorado
$5.59M -$220K -8,595 -4%
BP
156
Broadleaf Partners
Ohio
$5.52M +$64.9K +2,538 +1%
KCPG
157
Kavar Capital Partners Group
Kansas
$5.43M +$277K +10,845 +5%
WMG
158
WESCAP Management Group
California
$5.43M -$162K -6,345 -3%
NYLIM
159
New York Life Investment Management
New York
$5.31M +$548K +21,447 +12%
CCWA
160
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$5.26M -$1.07K -42 -0%
TPW
161
Tiller Private Wealth
Pennsylvania
$5.22M +$4.35M +170,076 +499%
HFS
162
Horizon Financial Services
North Carolina
$5.21M +$1.92M +74,955 +58%
BAM
163
Berkshire Asset Management
Pennsylvania
$5.11M +$338K +13,245 +7%
CFIA
164
Cantor Fitzgerald Investment Advisors
New York
$5.1M -$267K -10,467 -5%
WTC
165
WhitTier Trust Company
Nevada
$4.96M -$24.1K -945 -0.5%
APSP
166
Asset Planning Services (Pennsylvania)
Pennsylvania
$4.93M +$207K +8,106 +4%
MA
167
Mutual Advisors
Nebraska
$4.88M +$1.41M +55,173 +41%
MA
168
MBA Advisors
Pennsylvania
$4.82M +$228K +8,916 +5%
SAM
169
Smithbridge Asset Management
Pennsylvania
$4.81M +$83.9K +3,285 +2%
HWA
170
Hilltop Wealth Advisors
North Carolina
$4.76M +$9.74K +381 +0.2%
PFA
171
Pure Financial Advisors
California
$4.74M -$106K -4,143 -2%
Jane Street
172
Jane Street
New York
$4.73M +$4.73M +185,259 New
EFG
173
Everhart Financial Group
Ohio
$4.72M -$9.97K -390 -0.2%
SS
174
Sunbelt Securities
Texas
$4.72M – – –
RDWM
175
Red Door Wealth Management
Tennessee
$4.7M +$188K +7,353 +4%
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