SCHM icon

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 %
BBW
251
Blue Barn Wealth
Utah
$2.44M +$2.44M +93,312 New
FCM
252
Fortis Capital Management
Washington
$2.43M +$160K +6,120 +7%
SLT
253
St Louis Trust
Missouri
$2.43M +$1.13M +43,119 +86%
CWM
254
Chesapeake Wealth Management
Virginia
$2.41M -$62.3K -2,388 -3%
MWM
255
Minot Wealth Management
Massachusetts
$2.4M +$310K +12,000 +15%
SFP
256
Strategic Financial Planning
Texas
$2.38M -$115K -4,389 -5%
CA
257
Clearstead Advisors
Ohio
$2.36M +$3.52K +135 +0.1%
JWA
258
JFS Wealth Advisors
Pennsylvania
$2.33M -$38.4K -1,470 -2%
PCMC
259
Private Capital Management (Colorado)
Colorado
$2.31M -$118K -4,527 -5%
BAM
260
Belpointe Asset Management
Nevada
$2.24M -$396K -15,192 -15%
ASN
261
Advisory Services Network
Georgia
$2.22M -$69K -2,646 -3%
CFS
262
CRA Financial Services
New Jersey
$2.2M +$125K +4,803 +6%
WANY
263
Wealthspire Advisors (New York)
New York
$2.18M -$24.6K -942 -1%
HA
264
HC Advisors
Georgia
$2.18M +$3.91K +150 +0.2%
MIAN
265
Mariner Independent Advisor Network
Kansas
$2.18M +$72.4K +2,775 +3%
LF
266
LifeSteps Financial
California
$2.16M +$343K +13,134 +19%
VCM
267
Vision Capital Management
Oregon
$2.15M +$6.11K +234 +0.3%
PWA
268
Peterson Wealth Advisors
Utah
$2.14M -$86.6K -3,321 -4%
WW
269
Waterfront Wealth
Kansas
$2.14M +$21.3K +816 +1%
FC
270
FCA Corp
Texas
$2.14M +$24.8K +951 +1%
JCIA
271
Jackson Creek Investment Advisors
Colorado
$2.12M -$101K -3,876 -5%
BWM
272
BCS Wealth Management
Tennessee
$2.12M -$48.6K -1,863 -2%
SAM
273
Sawgrass Asset Management
Florida
$2.08M +$199K +7,635 +11%
SWA
274
Sutton Wealth Advisors
Florida
$2.06M -$7.28K -279 -0.4%
SFA
275
Souders Financial Advisors
Ohio
$1.97M +$72.4K +2,775 +4%
9 10
11
12 13