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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.

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
1
Brookstone Capital Management
Illinois
$175M
2
Financial Engines Advisors
2
Financial Engines Advisors
California
$648M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$104M
4
PFG
4
Piershale Financial Group
Illinois
$17.5M
5
Bank of America
5
Bank of America
North Carolina
$20M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$94.9M
2
Creative Planning
2
Creative Planning
Kansas
$420M
3
Wells Fargo
3
Wells Fargo
California
$20.2M
4
PR
4
Payden & Rygel
California
$10.2M
5
PFM
5
Parsec Financial Management
North Carolina
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
26
HBK Sorce Advisory
Pennsylvania
$43.2M -$1.11M -42,723 -3%
RWM
27
RKL Wealth Management
Pennsylvania
$40.6M -$187K -7,152 -0.5%
LPL Financial
28
LPL Financial
California
$40.3M +$2.55M +97,569 +7%
PFM
29
Parsec Financial Management
North Carolina
$40.3M -$6.85M -262,719 -15%
PMG
30
ProVise Management Group
Florida
$38.6M -$144K -5,535 -0.4%
MML Investors Services
31
MML Investors Services
Massachusetts
$34.6M -$1.55M -59,595 -4%
NFG
32
Nadler Financial Group
Illinois
$34M +$1.13M +43,431 +3%
Morgan Stanley
33
Morgan Stanley
New York
$33.2M -$4.22M -161,862 -11%
Mariner
34
Mariner
Kansas
$32.2M -$327K -12,543 -1%
SFS
35
Summit Financial Strategies
Ohio
$28.6M +$5.62M +215,298 +24%
PRS
36
Pinkerton Retirement Specialists
Idaho
$28.2M +$162K +6,204 +0.6%
HWA
37
HHM Wealth Advisors
Tennessee
$26.9M +$1.89M +72,276 +8%
SAM
38
Summit Asset Management
Tennessee
$25.3M +$687K +26,334 +3%
TCM
39
Tradewinds Capital Management
Washington
$24.7M +$9.27M +355,125 +60%
GAM
40
Gemmer Asset Management
California
$24M +$1.91M +73,083 +9%
HI
41
Harbour Investments
Wisconsin
$22.5M +$3.05M +116,883 +16%
FWM
42
Filbrandt Wealth Management
Wisconsin
$22.2M +$7.67K +294 +0%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$22.1M +$828K +31,731 +4%
BCMO
44
Buckingham Capital Management (Ohio)
Ohio
$21.6M +$736K +28,227 +4%
SIC
45
Salem Investment Counselors
North Carolina
$20.3M +$489K +18,729 +2%
EHPM
46
Emery Howard Portfolio Management
California
$20.3M -$335K -12,831 -2%
Wells Fargo
47
Wells Fargo
California
$20.2M -$11.8M -450,522 -37%
Bank of America
48
Bank of America
North Carolina
$20M +$15.7M +601,473 +367%
MAG
49
Mokosak Advisory Group
Iowa
$20M +$17.5K +672 +0.1%
RJA
50
Raymond James & Associates
Florida
$19.9M -$190K -7,278 -0.9%
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