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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
+$96.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.5M
3
AWS
AJ Wealth Strategies
New York
+$13.1M
4
FFA
Fragasso Financial Advisors
Pennsylvania
+$11.2M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$9.37M

Top Sellers

1
FI
FormulaFolio Investments
Michigan
-$151M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$67.3M
3
KAS
Kestra Advisory Services
Texas
-$37.6M
4
FFN
Focus Financial Network
Minnesota
-$18.9M
5
Osaic Holdings
Osaic Holdings
Arizona
-$18.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
176
TrustCore Financial Services
Tennessee
$4.45M -$161K -6,474 -3%
SAM
177
Smithbridge Asset Management
Pennsylvania
$4.32M +$96.8K +3,903 +2%
SS
178
Sunbelt Securities
Texas
$4.32M +$422K +17,007 +11%
BAM
179
Berkshire Asset Management
Pennsylvania
$4.23M +$399K +16,068 +10%
YIA
180
YHB Investment Advisors
Connecticut
$4.16M +$365K +14,106 +10%
Bank of America
181
Bank of America
North Carolina
$4.06M +$298K +12,000 +8%
PWA
182
Providence Wealth Advisors
Illinois
$4.05M +$183K +7,356 +5%
EW
183
Element Wealth
Mississippi
$4M +$221K +8,889 +6%
CWA
184
Carolina Wealth Advisors
South Carolina
$3.99M -$164K -6,600 -4%
B
185
Brightworth
Georgia
$3.92M -$34.1K -1,374 -0.9%
AWA
186
Acorn Wealth Advisors
Michigan
$3.91M +$176K +7,098 +5%
LBC
187
Lowe Brockenbrough & Co
Virginia
$3.81M +$9.45K +381 +0.2%
BAMG
188
Brand Asset Management Group
Missouri
$3.79M +$231K +9,297 +6%
SDWMA
189
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.73M +$45.5K +1,836 +1%
GCP
190
Gill Capital Partners
Colorado
$3.73M -$199K -8,001 -5%
FC
191
Forte Capital
New York
$3.72M +$169K +6,795 +5%
PSIWM
192
Paradigm Strategies in Wealth Management
Minnesota
$3.72M +$3.72M +149,796 New
AOWM
193
Alpha Omega Wealth Management
Virginia
$3.7M +$118K +4,761 +3%
RDWM
194
Red Door Wealth Management
Tennessee
$3.69M +$297K +11,946 +9%
UFA
195
US Financial Advisors
Massachusetts
$3.66M +$174K +7,008 +5%
QAM
196
QCI Asset Management
New York
$3.66M -$802K -32,328 -18%
WSTAM
197
Wilbanks Smith & Thomas Asset Management
Virginia
$3.64M -$72.3K -2,916 -2%
MAM
198
McCarthy Asset Management
California
$3.56M +$315K +12,708 +10%
BBPWM
199
Blue Bell Private Wealth Management
Pennsylvania
$3.51M +$54K +2,175 +2%
YWP
200
YorkBridge Wealth Partners
New York
$3.5M +$36.5K +1,470 +1%
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