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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 %
SSWM
326
Sheets Smith Wealth Management
North Carolina
$1.33M +$46.9K +1,797 +4%
CAM
327
Chandler Asset Management
California
$1.33M +$3.37K +129 +0.3%
PA
328
Planning Alternatives
Michigan
$1.32M -$76.5K -2,931 -5%
KWM
329
Kingsview Wealth Management
Oregon
$1.32M -$10.6K -402 -0.8%
SAM
330
S.A. Mason
Michigan
$1.31M +$8.22K +315 +0.6%
HI
331
Hudock Inc
Pennsylvania
$1.31M +$3.21K +123 +0.2%
IFS
332
Ifrah Financial Services
Arkansas
$1.29M -$8.3K -318 -0.6%
OIM
333
Orca Investment Management
Oregon
$1.29M -$118K -4,536 -8%
LJAC
334
L.J. Altfest & Co
New York
$1.28M +$2.04K +78 +0.2%
FAG
335
Financial Advisory Group
Texas
$1.28M +$155K +5,940 +14%
QCG
336
Quadrant Capital Group
Ohio
$1.27M -$4.78K -183 -0.4%
DW
337
Domani Wealth
Pennsylvania
$1.27M -$7.6K -291 -0.6%
PG
338
Prostatis Group
Maryland
$1.26M -$107K -4,095 -8%
MWA
339
Motive Wealth Advisors
Michigan
$1.25M +$1.25M +48,069 New
CI
340
Cordant Inc
Oregon
$1.25M +$148K +5,679 +13%
WCM
341
Wisconsin Capital Management
Wisconsin
$1.25M – – –
RIM
342
Rockbridge Investment Management
New York
$1.25M +$72.4K +2,772 +6%
AC
343
Abbrea Capital
California
$1.24M +$202K +7,740 +19%
SMC
344
Smith, Moore & Co
Missouri
$1.24M -$52K -1,992 -4%
LB
345
Legacy Bridge
Iowa
$1.23M – – –
BIA
346
Bigelow Investment Advisors
Maine
$1.23M – – –
CA
347
Cambridge Advisors
Nebraska
$1.23M +$1.02K +39 +0.1%
NCM
348
Novare Capital Management
North Carolina
$1.22M +$91.4K +3,504 +8%
SFG
349
StrategIQ Financial Group
Indiana
$1.22M -$11.5K -441 -0.9%
CCM
350
Cribstone Capital Management
Maine
$1.22M -$25.1K -963 -2%
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