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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
$688M
2
KAS
Kestra Advisory Services
Texas
$40.9M
3
Morgan Stanley
Morgan Stanley
New York
$45.2M
4
AWM
Avior Wealth Management
Nebraska
$11.7M
5
AA
Advisory Alpha
Michigan
$59.4M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$74.6M
2
BCM
Brookstone Capital Management
Illinois
$83.3M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
$72.5M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$67.3M
5
TCM
Tradewinds Capital Management
Washington
$5.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
176
SkyView Investment Advisors
New Jersey
$4.64M -$183K -7,176 -4%
YIA
177
YHB Investment Advisors
Connecticut
$4.63M +$265K +10,383 +6%
GPFA
178
Game Plan Financial Advisors
Ohio
$4.6M +$55.2K +2,160 +1%
AF
179
Advisornet Financial
Minnesota
$4.58M -$105K -4,101 -2%
Citadel Advisors
180
Citadel Advisors
Florida
$4.57M +$4.57M +178,977 New
SPA
181
Sentinel Pension Advisors
Massachusetts
$4.57M -$4.14K -162 -0.1%
CA
182
Cetera Advisors
Colorado
$4.51M +$1.93M +75,390 +75%
B
183
Brightworth
Georgia
$4.5M +$272K +10,650 +6%
SBL
184
Sargent Bickham Lagudis
Colorado
$4.47M -$109K -4,272 -2%
NRI
185
NFP Retirement Inc
California
$4.43M +$127K +4,971 +3%
TFS
186
TrustCore Financial Services
Tennessee
$4.38M -$54.5K -2,133 -1%
CCM
187
Coldstream Capital Management
Washington
$4.33M +$191K +8,280 +5%
BAMG
188
Brand Asset Management Group
Missouri
$4.31M +$214K +8,370 +5%
AWA
189
Acorn Wealth Advisors
Michigan
$4.22M -$14.1K -552 -0.3%
PWA
190
Providence Wealth Advisors
Illinois
$4.15M -$80.7K -3,135 -2%
FTS
191
Fifth Third Securities
Ohio
$4.08M +$4.08M +159,543 New
EW
192
Element Wealth
Mississippi
$4.07M +$6.98K +273 +0.2%
MAM
193
McCarthy Asset Management
California
$4.06M +$123K +4,794 +3%
MSFS
194
Main Street Financial Solutions
Pennsylvania
$4.06M +$328K +12,825 +9%
CWA
195
Carolina Wealth Advisors
South Carolina
$4.04M +$39.4K +1,542 +1%
SDWMA
196
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.02M +$67.8K +2,655 +2%
AOWM
197
Alpha Omega Wealth Management
Virginia
$3.99M -$25.7K -1,005 -0.6%
GCP
198
Gill Capital Partners
Colorado
$3.93M +$81.3K +3,183 +2%
YWP
199
YorkBridge Wealth Partners
New York
$3.93M +$198K +7,731 +5%
CA
200
Clearstead Advisors
Ohio
$3.88M +$1.56M +61,191 +68%
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