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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 %
PGAM
401
Princeton Global Asset Management
New Jersey
$821K -$22.4K -858 -3%
CBFP
402
Cedar Brook Financial Partners
Ohio
$821K +$605K +23,190 +280%
WAM
403
WNY Asset Management
New York
$817K +$157 +6 +0%
TFS
404
Thoroughbred Financial Services
Tennessee
$806K +$12.8K +492 +2%
Fidelity Investments
405
Fidelity Investments
Massachusetts
$806K +$293K +11,235 +57%
HA
406
HYA Advisors
Missouri
$799K +$391 +15 +0%
CHA
407
Cooper/Haims Advisors
New York
$797K +$6.03K +231 +0.8%
TAM
408
Townsend Asset Management
North Carolina
$795K +$861 +33 +0.1%
SSWG
409
Seven Springs Wealth Group
Tennessee
$792K – – –
OPA
410
Old Port Advisors
Maine
$788K -$31K -1,209 -4%
Prudential Financial
411
Prudential Financial
New Jersey
$788K +$132K +5,055 +20%
ACI
412
Alpha Cubed Investments
California
$774K +$3.21K +123 +0.4%
BIA
413
Barry Investment Advisors
Massachusetts
$770K -$449K -17,184 -37%
BC
414
Barnett & Company
Tennessee
$766K -$2.03M -77,916 -73%
SF
415
Synovus Financial
Georgia
$760K +$760K +29,193 New
MA
416
Modus Advisors
Minnesota
$749K -$287K -11,001 -28%
PA
417
PFG Advisors
Arizona
$746K +$106K +4,056 +17%
PFBT
418
Parkside Financial Bank & Trust
Missouri
$736K -$99.6K -3,816 -12%
HIC
419
Holderness Investments Company
North Carolina
$736K -$7.12K -273 -1%
PCM
420
Pennsylvania Capital Management
Pennsylvania
$722K +$265K +10,122 +58%
WCM
421
Wealthcare Capital Management
Virginia
$721K -$36.3K -1,392 -5%
FPCG
422
Fort Pitt Capital Group
Pennsylvania
$717K +$154K +5,904 +27%
AWM
423
Apollon Wealth Management
South Carolina
$712K +$71.9K +2,754 +11%
OPWM
424
Oakwell Private Wealth Management
Texas
$711K – – –
PFS
425
Prospera Financial Services
Texas
$698K +$52.2K +1,998 +8%
15 16
17
18 19