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Schwab US Mid-Cap ETF
SCHM

Overview Fund Activity

693 hedge funds and large institutions have $5.64B invested in Schwab US Mid-Cap ETF in 2021 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 296 increasing their positions, 241 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+27
Holders Change %
+4.05%
% of All Funds
12.1%
Holding in Top 10
94
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.64%
New
57
Increased
296
Reduced
241
Closed
22
Calls
$253K
Puts
–
Net Calls
+$253K
Net Calls Change
+$44K

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$175M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$648M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$104M
4
PFG
4
Piershale Financial Group
Illinois
$17.5M
5
Bank of America
5
Bank of America
North Carolina
$20M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$94.9M
2
Creative Planning
2
Creative Planning
Kansas
$420M
3
Wells Fargo
3
Wells Fargo
California
$20.2M
4
PR
4
Payden & Rygel
California
$10.2M
5
PFM
5
Parsec Financial Management
North Carolina
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MG
226
Mather Group
Illinois
$3.06M -$125K -4,794 -4%
BA
227
Bristlecone Advisors
Washington
$3.03M +$177K +6,783 +6%
BWL
228
Bogart Wealth LLC
Virginia
$3.02M +$747K +28,641 +33%
FHB
229
First Hawaiian Bank
Hawaii
$3M – – –
SCM
230
Southport Capital Management
Tennessee
$3M +$38K +1,455 +1%
CF
231
Centaurus Financial
California
$2.98M +$1.04M +40,026 +54%
AWG
232
Altus Wealth Group
Colorado
$2.91M +$63.5K +2,433 +2%
EH
233
Equitable Holdings
New York
$2.89M +$656K +25,125 +29%
SWM
234
SeaCrest Wealth Management
New York
$2.77M +$106K +4,077 +4%
MAS
235
Madden Advisory Services
Florida
$2.77M +$128K +4,911 +5%
JPLA
236
Joseph P. Lucia & Associates
New York
$2.72M +$17.3K +663 +0.6%
EFSCE
237
Enterprise Financial Services Corp (EFSC)
Missouri
$2.69M -$152K -5,829 -5%
ISWM
238
Independent Solutions Wealth Management
New York
$2.66M +$330K +12,633 +14%
WIC
239
Whitegate Investment Counselors
New Hampshire
$2.64M -$141K -5,406 -5%
CA
240
Cetera Advisors
Colorado
$2.63M +$78K +2,991 +3%
PFA
241
Pinnacle Family Advisors
Missouri
$2.62M +$346K +13,257 +15%
LCM
242
Leisure Capital Management
California
$2.62M +$18.8K +720 +0.7%
PFT
243
Providence First Trust
Arizona
$2.62M – – –
SHJ
244
Sharkey, Howes & Javer
Colorado
$2.58M -$464K -17,784 -15%
PWM
245
Perigon Wealth Management
California
$2.57M +$160K +6,135 +7%
ANTB
246
AMG National Trust Bank
Colorado
$2.56M – – –
BFEC
247
Benjamin F. Edwards & Company
Missouri
$2.54M -$3.39M -130,113 -57%
DCM
248
DeGreen Capital Management
Arizona
$2.47M -$334K -12,828 -12%
CHA
249
Carmichael Hill & Associates
Maryland
$2.47M -$19.2K -735 -0.8%
AIA
250
Armor Investment Advisors
North Carolina
$2.46M +$256K +9,816 +12%
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