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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 %
HB
201
Homrich & Berg
Georgia
$3.47M +$13.6K +549 +0.4%
Royal Bank of Canada
202
Royal Bank of Canada
Ontario, Canada
$3.44M -$39.7K -1,599 -1%
RC
203
Roundview Capital
New Jersey
$3.42M +$59.2K +2,385 +2%
MSFS
204
Main Street Financial Solutions
Pennsylvania
$3.42M +$163K +6,582 +5%
ACA
205
Atlas Capital Advisors
Wyoming
$3.36M – – –
OBWG
206
Onyx Bridge Wealth Group
New York
$3.33M +$2.55M +102,780 +326%
SAF
207
Smith Anglin Financial
Texas
$3.32M -$6.29M -253,671 -66%
TWM
208
Tradition Wealth Management
Minnesota
$3.31M -$3.72M -149,958 -53%
KAS
209
Kestra Advisory Services
Texas
$3.25M -$37.6M -1,516,620 -92%
MCM
210
Mengis Capital Management
Oregon
$3.19M +$62.7K +2,529 +2%
SWM
211
Southern Wealth Management
Texas
$3.18M +$388K +15,618 +14%
CFA
212
Cahill Financial Advisors
Minnesota
$3.14M +$29.6K +1,191 +1%
SFA
213
Sequoia Financial Advisors
Ohio
$3.06M -$333K -13,437 -10%
CFO
214
Collective Family Office
Pennsylvania
$3.06M -$85.2K -3,435 -3%
MG
215
Mather Group
Illinois
$3.03M -$123K -4,959 -4%
PA
216
Paracle Advisors
Washington
$2.99M -$144K -5,787 -5%
RWA
217
River Wealth Advisors
Pennsylvania
$2.99M -$165K -6,648 -5%
KP
218
Keel Point
Alabama
$2.94M +$64.9K +2,616 +2%
VA
219
Valmark Advisers
Ohio
$2.92M +$210K +8,469 +8%
SHJ
220
Sharkey, Howes & Javer
Colorado
$2.89M -$50.6K -2,040 -2%
FHB
221
First Hawaiian Bank
Hawaii
$2.85M -$176K -7,083 -6%
AWG
222
Altus Wealth Group
Colorado
$2.82M +$110K +4,254 +4%
SCM
223
Southport Capital Management
Tennessee
$2.82M +$2.82M +113,451 New
BA
224
Bristlecone Advisors
Washington
$2.72M +$101K +4,086 +4%
MA
225
Mutual Advisors
Nebraska
$2.71M +$2.71M +109,338 New
7 8
9
10 11