SCHM icon

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.

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
1
Financial Engines Advisors
California
$538M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$79.4M
3
HI
3
Harbour Investments
Wisconsin
$18.5M
4
AWS
4
AJ Wealth Strategies
New York
$58.1M
5
FFA
5
Fragasso Financial Advisors
Pennsylvania
$50.2M

Top Sellers

1
FI
1
FormulaFolio Investments
Michigan
$19.9M
2
KAS
2
Kestra Advisory Services
Texas
$3.25M
3
FFN
3
Focus Financial Network
Minnesota
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$16.6M
5
CCFM
5
Clear Creek Financial Management
Washington
$2.38M
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$538M 7,232,246 +1,302,137 +22%
Creative Planning
2
Creative Planning
Kansas
$416M 5,583,320 -25,002 -0.4%
HighTower Advisors
3
HighTower Advisors
Illinois
$172M 2,305,387 +80,682 +4%
UBS Group
4
UBS Group
Switzerland
$122M 1,632,898 -46,505 -3%
PCIA
5
Prime Capital Investment Advisors
Kansas
$113M 1,516,658 +75,113 +5%
Ameriprise
6
Ameriprise
Minnesota
$105M 1,413,557 -115,818 -8%
BBA
7
BLB&B Advisors
Pennsylvania
$90.7M 1,218,734 +99,714 +9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$87.1M 1,170,559 +105,135 +10%
LWMT
9
Legacy Wealth Management (Tennessee)
Tennessee
$86.5M 1,162,487 +17,005 +1%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$85M 1,141,374 -115,480 -9%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
– – – –
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$79.4M 1,066,380 +503,477 +89%
OIA
13
OneDigital Investment Advisors
Kansas
$64.1M 861,042 +42,581 +5%
JFG
14
JMG Financial Group
Illinois
$64M 860,318 -19,054 -2%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$62.9M 845,473 +43,505 +5%
AWS
16
AJ Wealth Strategies
New York
$58.1M 781,238 +175,978 +29%
ISG
17
Investment Security Group
Colorado
$57.6M 773,735 -4,649 -0.6%
FMT
18
First Mercantile Trust
Tennessee
$52.4M 704,022 -55,815 -7%
RM
19
Resource Management
Louisiana
$51.7M 695,251 +40,107 +6%
BJ
20
Brouwer & Janachowski
California
$50.5M 678,563 -7,547 -1%
FFA
21
Fragasso Financial Advisors
Pennsylvania
$50.2M 674,486 +150,930 +29%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$45.2M 592,891 -44,364 -7%
PFM
23
Parsec Financial Management
North Carolina
$44.8M 601,940 -47,899 -7%
AA
24
Advisory Alpha
Michigan
$43.1M 579,166 +79,642 +16%
HSA
25
HBK Sorce Advisory
Pennsylvania
$42.1M 566,062 -58,095 -9%
1
2 3 4 5