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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 %
MA
376
MUFG Americas
New York
$937K -$13.7K -525 -1%
NGA
377
Naples Global Advisors
Florida
$920K +$42.9K +1,644 +5%
MCM
378
Mitchell Capital Management
Kansas
$910K +$2.27K +87 +0.3%
SIC
379
Sigma Investment Counselors
Michigan
$909K +$18.5K +711 +2%
AFA
380
Arlington Financial Advisors
California
$907K +$13.5K +516 +2%
AO
381
Advisor OS
Illinois
$904K – – –
BI
382
Berkeley Inc
Idaho
$903K -$23K -882 -2%
CIAS
383
Capital Investment Advisory Services
North Carolina
$901K -$303K -11,634 -25%
CAM
384
Cozad Asset Management
Illinois
$897K +$7.83K +300 +0.9%
FT
385
Fiduciary Trust
Massachusetts
$896K +$113K +4,350 +15%
LPIC
386
LeJeune Puetz Investment Counsel
Michigan
$894K -$15.6K -597 -2%
TPW
387
Tiller Private Wealth
Pennsylvania
$889K +$563K +21,570 +172%
VVP
388
Venture Visionary Partners
Ohio
$883K +$21.4K +822 +2%
FAIM
389
Financial Advocates Investment Management
Washington
$881K +$12.2K +468 +1%
PAM
390
Pegasus Asset Management
New York
$880K -$7.67K -294 -0.9%
CS
391
Comerica Securities
Michigan
$880K -$1.1K -42 -0.1%
FNBT
392
FineMark National Bank & Trust
Florida
$877K -$25.8K -990 -3%
HA
393
Harfst & Associates
Wyoming
$873K – – –
GC
394
Grimes & Company
Massachusetts
$867K -$29.5K -1,131 -3%
SCM
395
SOL Capital Management
Maryland
$866K -$36.4K -1,395 -4%
HWMA
396
Heritage Wealth Management (Arizona)
Arizona
$848K +$848K +32,517 New
HWA
397
Heritage Way Advisors
Illinois
$840K +$21.6K +828 +3%
EP
398
Eudaimonia Partners
Tennessee
$832K +$29.9K +1,146 +4%
TC
399
Tatro Capital
Kentucky
$830K -$15.3K -588 -2%
AA
400
Alesco Advisors
New York
$829K -$238K -9,132 -22%
14 15
16
17 18