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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 %
BCWM
301
Bartlett & Co Wealth Management
Ohio
$1.59M -$157 -6 -0%
BC
302
Bartlett & Co
Ohio
$1.59M -$157 -6 -0%
CCM
303
Condor Capital Management
New Jersey
$1.58M -$15.1K -579 -0.9%
SPP
304
Single Point Partners
Massachusetts
$1.58M +$2.11K +81 +0.1%
IAN
305
Integrated Advisors Network
Texas
$1.57M -$32K -1,227 -2%
BMCM
306
Burns Matteson Capital Management
New York
$1.54M +$17.8K +681 +1%
PWMAG
307
Pinnacle Wealth Management Advisory Group
New Jersey
$1.54M +$421K +16,140 +38%
BL
308
BFSG LLC
California
$1.52M -$321K -12,303 -17%
AL
309
Aspiriant LLC
California
$1.49M -$7.99K -306 -0.5%
AFG
310
Arkansas Financial Group
Arkansas
$1.49M – – –
WA
311
WBH Advisory
Maryland
$1.47M +$60.8K +2,346 +4%
VCM
312
Vivaldi Capital Management
Illinois
$1.44M +$21.3K +807 +1%
SCA
313
Strategic Capital Advisers
Colorado
$1.43M +$138K +5,271 +11%
1WM
314
1900 Wealth Management
Texas
$1.43M -$365K -14,004 -20%
MWM
315
Meridian Wealth Management
Kentucky
$1.42M -$44.5K -1,704 -3%
IWMA
316
Ironwood Wealth Management (Arizona)
Arizona
$1.42M -$784K -30,036 -36%
CFG
317
Citizens Financial Group
Rhode Island
$1.41M +$3.52K +135 +0.3%
GB
318
Goepper Burkhardt
South Carolina
$1.4M -$391K -15,000 -22%
PFC
319
Phocas Financial Corp
California
$1.4M – – –
AG
320
Appleton Group
Wisconsin
$1.4M +$37.3K +1,431 +3%
Lazard Asset Management
321
Lazard Asset Management
New York
$1.4M – – –
FLPIM
322
F.L. Putnam Investment Management
Massachusetts
$1.39M -$186K -7,143 -12%
MMHP
323
Murphy Middleton Hinkle & Parker
Georgia
$1.39M +$237K +9,078 +21%
PLFAM
324
Pineno Levin & Ford Asset Management
Virginia
$1.38M +$21.5K +825 +2%
GRP
325
Global Retirement Partners
California
$1.35M +$1.03M +39,525 +321%
11 12
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