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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.

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
1
Financial Engines Advisors
California
$688M
2
KAS
2
Kestra Advisory Services
Texas
$40.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$45.2M
4
AWM
4
Avior Wealth Management
Nebraska
$11.7M
5
AA
5
Advisory Alpha
Michigan
$59.4M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$83.3M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$72.5M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$67.3M
4
TCM
4
Tradewinds Capital Management
Washington
$5.95M
5
EWA
5
Exencial Wealth Advisors
Oklahoma
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$688M 8,970,605 +693,935 +8%
Creative Planning
2
Creative Planning
Kansas
$419M 5,465,416 +96,915 +2%
HighTower Advisors
3
HighTower Advisors
Illinois
$187M 2,443,037 +86,756 +4%
UBS Group
4
UBS Group
Switzerland
$136M 1,775,446 +56,817 +3%
PCIA
5
Prime Capital Investment Advisors
Kansas
$122M 1,585,554 +46,788 +3%
Ameriprise
6
Ameriprise
Minnesota
$102M 1,334,282 -52,981 -4%
BBA
7
BLB&B Advisors
Pennsylvania
$101M 1,318,072 +46,674 +4%
LWMT
8
Legacy Wealth Management (Tennessee)
Tennessee
$96.2M 1,255,371 +73,300 +6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$91.9M 1,199,420 +15,430 +1%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$87.6M 1,142,689 +9,468 +0.8%
BCM
11
Brookstone Capital Management
Illinois
$83.3M 1,061,770 -1,196,058 -53%
OIA
12
OneDigital Investment Advisors
Kansas
$78.3M 1,020,804 +57,698 +6%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
– – – –
AWS
14
AJ Wealth Strategies
New York
$74.3M 969,083 +102,629 +12%
Mercer Global Advisors
15
Mercer Global Advisors
Colorado
$72.5M 946,138 -383,961 -29%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$67.3M 878,187 -297,421 -25%
JFG
17
JMG Financial Group
Illinois
$66M 860,346 +2,120 +0.2%
ISG
18
Investment Security Group
Colorado
$59.4M 774,575 +3,381 +0.4%
AA
19
Advisory Alpha
Michigan
$59.4M 774,155 +124,056 +19%
RM
20
Resource Management
Louisiana
$58.6M 763,860 +25,834 +4%
FFA
21
Fragasso Financial Advisors
Pennsylvania
$56M 730,294 +17,657 +2%
BJ
22
Brouwer & Janachowski
California
$52.6M 686,194 +1,115 +0.2%
MGIA
23
Moneta Group Investment Advisors
Missouri
$47.9M 624,446 +62,443 +11%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$47.1M 580,690 +4,973 +0.9%
FMT
25
First Mercantile Trust
Tennessee
$45.8M 597,909 -98,069 -14%
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