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

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$94.9M
2
Creative Planning
Creative Planning
Kansas
$420M
3
Wells Fargo
Wells Fargo
California
$20.2M
4
PR
Payden & Rygel
California
$10.2M
5
PFM
Parsec Financial Management
North Carolina
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
276
KCM Investment Advisors
California
$1.91M – – –
DWMG
277
DB Wealth Management Group
California
$1.91M +$380K +14,559 +25%
PA
278
Pinnacle Associates
New York
$1.89M +$417K +15,996 +28%
BRWA
279
B. Riley Wealth Advisors
Florida
$1.89M +$107K +4,089 +6%
AMM
280
American Money Management
California
$1.88M +$40.9K +1,569 +2%
CAG
281
Curtis Advisory Group
California
$1.85M -$15.9K -609 -0.8%
WOSD
282
WFA of San Diego
California
$1.81M -$96.4K -3,696 -5%
SWM
283
Spire Wealth Management
Virginia
$1.81M -$167K -6,402 -8%
NIM
284
Nicollet Investment Management
Minnesota
$1.8M +$828K +31,722 +85%
FBB
285
Fulton Breakefield Broenniman
Maryland
$1.78M -$30.6K -1,173 -2%
AWM
286
Avior Wealth Management
Nebraska
$1.77M +$470 +18 +0%
IF
287
Ironwood Financial
Arizona
$1.77M -$96.3K -3,690 -5%
AL
288
ACAS LLC
California
$1.75M +$23.3K +894 +1%
Renaissance Technologies
289
Renaissance Technologies
New York
$1.74M +$1.18M +45,300 +213%
IWP
290
IAG Wealth Partners
Wisconsin
$1.72M -$158K -6,072 -8%
PAMG
291
Patton Albertson Miller Group
Tennessee
$1.71M -$73.9K -2,832 -4%
HA
292
Harborview Advisors
Maine
$1.7M -$224K -8,592 -12%
FA
293
Fagan Associates
New York
$1.7M -$7.44K -285 -0.4%
Northern Trust
294
Northern Trust
Illinois
$1.68M -$2.43K -93 -0.1%
PFGIA
295
Patriot Financial Group Insurance Agency
Massachusetts
$1.66M +$156K +5,991 +10%
KTC
296
Kistler-Tiffany Companies
Pennsylvania
$1.66M -$23.2K -891 -1%
DWM
297
Destination Wealth Management
California
$1.65M -$9.79K -375 -0.6%
ECG
298
Edge Capital Group
Georgia
$1.63M +$313 +12 +0%
ML
299
McAdam LLC
Pennsylvania
$1.63M -$181K -6,909 -10%
APA
300
Allegiant Private Advisors
Florida
$1.62M +$596K +22,848 +58%
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