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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 %
BW
426
Bison Wealth
Georgia
$687K -$238K -9,111 -26%
PA
427
Parallel Advisors
California
$673K +$11.7K +450 +2%
VWA
428
Visionary Wealth Advisors
Illinois
$649K +$16.9K +648 +3%
EWA
429
EP Wealth Advisors
California
$647K +$5.48K +210 +0.9%
CGFA
430
Colton Groome Financial Advisors
North Carolina
$631K +$122K +4,692 +24%
TCM
431
Twele Capital Management
Minnesota
$629K -$13K -498 -2%
Brown Advisory
432
Brown Advisory
Maryland
$618K +$2.74K +105 +0.4%
Calamos Advisors
433
Calamos Advisors
Illinois
$611K +$18.6K +714 +3%
SBH
434
Segall Bryant & Hamill
Illinois
$599K +$7.83K +300 +1%
SPIA
435
Steward Partners Investment Advisory
New York
$598K -$85.4K -3,270 -12%
HTC
436
Haverford Trust Company
Pennsylvania
$595K -$13.9K -531 -2%
NS
437
Newman & Schimel
Illinois
$594K -$45K -1,722 -7%
BCA
438
Bay Colony Advisors
Massachusetts
$588K -$156 -6 -0%
NL
439
NWAM LLC
Washington
$585K +$179K +6,879 +44%
MS
440
Madden Securities
Texas
$584K -$13K -498 -2%
FRA
441
Front Row Advisors
California
$581K +$14.1K +552 +2%
SQA
442
Simon Quick Advisors
New Jersey
$577K -$453K -17,364 -44%
MA
443
MONECO Advisors
Connecticut
$577K -$79.9K -3,063 -12%
TWM
444
Triton Wealth Management
Arizona
$572K -$3.17K -120 -0.6%
CNFG
445
Creegan & Nassoura Financial Group
New Hampshire
$570K – – –
AIM
446
Aspen Investment Management
Michigan
$570K +$3.6K +138 +0.6%
LWAC
447
Laurel Wealth Advisors (California)
California
$568K +$134K +5,142 +31%
SCM
448
Stordahl Capital Management
Colorado
$556K – – –
EWM
449
Empirical Wealth Management
Washington
$535K +$940 +36 +0.2%
AIM
450
Avity Investment Management
Connecticut
$529K – – –
16 17
18
19 20