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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 %
CAG
451
Compass Advisory Group
New York
$525K +$470 +18 +0.1%
APA
452
American Portfolios Advisors
New York
$517K +$6.65K +255 +1%
JFGIW
453
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$514K – – –
WCFA
454
Walkner Condon Financial Advisors
Wisconsin
$514K +$140K +5,391 +37%
SFG
455
SevenBridge Financial Group
Pennsylvania
$511K +$20.3K +780 +4%
CC
456
Claybrook Capital
Massachusetts
$511K +$511K +19,602 New
DAS
457
Dynamic Advisor Solutions
Arizona
$510K -$11.9K -456 -2%
RPCA
458
Running Point Capital Advisors
California
$509K +$78 +3 +0%
BCM
459
Boltwood Capital Management
California
$508K +$51.3K +1,965 +11%
CIBC Private Wealth Group
460
CIBC Private Wealth Group
Georgia
$490K +$141K +5,391 +40%
BFA
461
Beaumont Financial Advisors
Massachusetts
$489K -$22.3K -855 -4%
MWM
462
MBE Wealth Management
Wisconsin
$483K -$7.83K -300 -2%
TRCT
463
Tower Research Capital (TRC)
New York
$483K +$483K +18,528 New
PWM
464
Praetorian Wealth Management
California
$481K -$22.8K -873 -5%
TC
465
Telemus Capital
Michigan
$479K -$10.6K -405 -2%
PNC Financial Services Group
466
PNC Financial Services Group
Pennsylvania
$470K -$35.9K -1,377 -7%
LNB
467
Ledyard National Bank
$465K – – –
WDL
468
Well Done LLC
Michigan
$464K +$10.3K +396 +2%
G
469
Gainplan
Michigan
$462K -$23.3K -900 -5%
PP
470
Pegasus Partners
Wisconsin
$462K – – –
IC
471
IEQ Capital
California
$458K – – –
RPA
472
Rock Point Advisors
Vermont
$453K -$4.47K -171 -1%
PI
473
Pachira Investments
California
$453K – – –
CCM
474
Crew Capital Management
Ohio
$450K – – –
DBRC
475
D.B. Root & Company
Pennsylvania
$449K +$312 +12 +0.1%
17 18
19
20 21