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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
+$81.7M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$37.9M
4
PFG
Piershale Financial Group
Illinois
+$17.5M
5
Bank of America
Bank of America
North Carolina
+$15.7M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$84.1M
2
Creative Planning
Creative Planning
Kansas
-$16.8M
3
Wells Fargo
Wells Fargo
California
-$11.8M
4
PR
Payden & Rygel
California
-$9.48M
5
PFM
Parsec Financial Management
North Carolina
-$6.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
351
Old Mission Capital
Illinois
$1.21M -$314K -12,051 -21%
ACP
352
Arcus Capital Partners
Georgia
$1.21M -$4.7K -180 -0.4%
SWM
353
Stockman Wealth Management
Montana
$1.2M -$237K -9,090 -16%
OCM
354
One Capital Management
California
$1.2M -$16.3K -627 -1%
AI
355
Atria Investments
North Carolina
$1.19M -$1.49M -57,129 -56%
Janney Montgomery Scott
356
Janney Montgomery Scott
Pennsylvania
$1.19M +$51.7K +1,983 +5%
BWM
357
Benchmark Wealth Management
Connecticut
$1.18M – – –
NA
358
NewEdge Advisors
Louisiana
$1.18M +$99.5K +3,813 +9%
IWM
359
IHT Wealth Management
Illinois
$1.11M +$68.4K +2,622 +7%
FTUS
360
Flow Traders U.S.
New York
$1.11M -$390K -14,946 -26%
CPIG
361
Chicago Partners Investment Group
Illinois
$1.1M +$244K +9,417 +29%
CM
362
Columbus Macro
Pennsylvania
$1.1M -$80.9K -3,099 -7%
AGA
363
Arkos Global Advisors
Texas
$1.09M – – –
JWS
364
Juncture Wealth Strategies
Arizona
$1.07M -$1.23M -46,833 -53%
CI
365
Chartist Inc
California
$1.05M +$1.05M +40,413 New
Lido Advisors
366
Lido Advisors
California
$1.01M -$705 -27 -0.1%
BPM
367
Bowling Portfolio Management
Ohio
$1.01M +$23.8K +912 +2%
SFWA
368
Summit Financial Wealth Advisors
Louisiana
$989K -$7.44K -285 -0.7%
SWA
369
Stratos Wealth Advisors
Ohio
$986K +$16.4K +630 +2%
CWM
370
Cornerstone Wealth Management
Missouri
$985K +$58.4K +2,238 +6%
OFS
371
Oldfather Financial Services
Nebraska
$984K +$15.6K +594 +2%
CIR
372
Clear Investment Research
Georgia
$979K -$470 -18 -0%
SF
373
Summit Financial
New Jersey
$962K +$278K +10,662 +41%
PCM
374
Parsons Capital Management
Rhode Island
$960K -$42K -1,611 -4%
WAP
375
Wealthcare Advisory Partners
Pennsylvania
$939K +$152K +5,844 +19%
13 14
15
16 17