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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 %
LBC
201
Lowe Brockenbrough & Co
Virginia
$3.88M -$22.2K -870 -0.6%
AI
202
Atria Investments
North Carolina
$3.88M +$2.71M +106,218 +233%
FC
203
Forte Capital
New York
$3.81M -$23.1K -906 -0.6%
ACWM
204
Adams Chetwood Wealth Management
North Carolina
$3.79M -$1.48M -57,783 -28%
WSTAM
205
Wilbanks Smith & Thomas Asset Management
Virginia
$3.74M -$1.38K -54 -0%
GVAG
206
Great Valley Advisor Group
Delaware
$3.7M +$690 +27 +0%
PSIWM
207
Paradigm Strategies in Wealth Management
Minnesota
$3.68M +$44.9K +1,758 +1%
Royal Bank of Canada
208
Royal Bank of Canada
Ontario, Canada
$3.64M +$167K +6,552 +5%
RC
209
Roundview Capital
New Jersey
$3.63M +$8.97K +351 +0.2%
MCM
210
Mengis Capital Management
Oregon
$3.58M +$196K +7,677 +6%
BBPWM
211
Blue Bell Private Wealth Management
Pennsylvania
$3.57M +$41.8K +1,635 +1%
HB
212
Homrich & Berg
Georgia
$3.53M -$7.59K -297 -0.2%
EH
213
Equitable Holdings
New York
$3.53M +$703K +27,519 +25%
VA
214
Valmark Advisers
Ohio
$3.51M -$316K -12,372 -8%
SWM
215
Southern Wealth Management
Texas
$3.51M +$26.6K +1,041 +0.8%
ACA
216
Atlas Capital Advisors
Wyoming
$3.46M -$299K -11,694 -8%
QAM
217
QCI Asset Management
New York
$3.45M -$47.6K -1,863 -1%
FVWA
218
Foster Victor Wealth Advisors
South Carolina
$3.4M +$373K +14,601 +12%
AIC
219
Ameritas Investment Company
Nebraska
$3.33M +$361K +14,112 +12%
SAF
220
Smith Anglin Financial
Texas
$3.31M +$102K +4,002 +3%
CFA
221
Cahill Financial Advisors
Minnesota
$3.26M -$53.1K -2,079 -2%
MAS
222
Madden Advisory Services
Florida
$3.24M +$524K +20,520 +19%
TWM
223
Tradition Wealth Management
Minnesota
$3.19M -$24.8K -972 -0.8%
BAM
224
Belpointe Asset Management
Nevada
$3.16M +$973K +38,070 +44%
CFO
225
Collective Family Office
Pennsylvania
$3.15M -$133K -5,220 -4%
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